Budget vs Actual (Summary View)

Overview of the Budget vs Actual summary: top-line clickable chips for Estimate, Actuals, and Difference and how to navigate to AFE / Well details.

Key Controls

Mode: Net (default) / Gross toggle (top-left).
Property / Field / Start / End filters.
Recalculate button updates the summary, if needed.
Three large chips showing:
- Estimate — total budgeted amount. (Clickable)
- Actuals — actual LOS dollar amount. (Clickable)
- Difference — Actual − Estimate (clickable, shows variance details).

Select Mode (Net or Gross) — Net shows amounts after royalties/taxes; Gross shows pre-deduction values.
Choose Property, Field, and date range. The table will recalculate automatically.
Click each of the large chips to view Estimate / Actuals / Difference
The three chips update with totals.
Click the Status button to cycle between Open, Closed, and Not Set.
Click any AFE number to open the detailed list for that well’s AFE budgets, actuals, and difference. Also known as the “Budget vs Actual (Detail View).“

Below the chips is the AFE table: one row per AFE (Authorization for Expenditure). Columns include AFE #, Status (Open/Closed/Unset), AFE type, Well ID, Well Name, and financial columns.
Status button cycles through Open, Closed, Unset — use this to mark progress or grouping states.
Click the AFE number (a link) to open the Budget vs Actual Detail for that AFE and well.

Estimate zero — verify you imported budget estimates and they map to canonical categories.
Difference unexpectedly large — click the Difference chip to drill down to the line-level variance.

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