Budget vs Actual (Detail View)

Summary

The Budget vs Actual — Detail View shows budget and actual information for a selected AFE / well, with collapsible category groups, per-line variance and variance %, and drilldown to the underlying transactions and invoices. Use this page to investigate over/under spends, review account-level detail, and export AFE-level reports.

Prerequisites

• You must have permission to view Budget vs Actual detail (your account must include the upstream_plus_view_los permission or equivalent) in your role. Check our permissions glossary.
• Budget estimates should be imported and mapped to the canonical taxonomy.
• LOS imports for the same period must be completed so the actuals are available.

Where to find it

From the navigation menu choose Budget vs Actual. This shows you the Summary view. Then click an AFE number from the summary table. The AFE link opens the “Detail View” for that AFE and associated well.

Page overview (top toolbar)

At the top of the Detail View you’ll find the controls:

• Mode (Net / Gross) — Net displays post-deduction numbers (after royalties/taxes); Gross shows pre-deduction values.
• AFE Selection — a dropdown to choose the AFE/well you want to inspect. Choose one AFE at a time to view its detailed budget vs actuals.
• Start / End date pickers — choose the month range for the detail.
• Recalculate — re-run the detail calculation for the selected AFE and date range (useful after imports or layout changes).
• Export — download an Excel/CSV/PDF (Excel includes a summary + ledger sheets).
• Rows / Groups indicator — shows the number of rows and groups visible.

The table — how to read it

The detail table is a hierarchical view built from your LOS Layout (Categories → Groups → Line items). Key points:

• Collapsed groups — groups are collapsed by default (based on your layout). Click the group caret to expand.
• Line items — the lowest level shows account/line-item names and month columns. Clicking a line item or the small arrow opens the drilldown modal with underlying transactions.
• Columns — the primary columns are Budget, Actual, and Difference (Actual − Budget). You may also see other computed columns (Rolling totals, YTD, % variance).
• Variance coloring — positive or negative variance is highlighted: usually red for overspend (Actual > Budget) and green for underrun (Actual < Budget).
• Group totals — group totals show aggregated Budget/Actual/Difference. You can toggle “Group totals with account detail” (if available) to see both group lines and the accounts that compose them.

Troubleshooting

Numbers don’t match your ledger

• Ensure the Mode (Net/Gross) is set correctly — the value may differ depending on whether royalties/taxes are included.
• Confirm you’re viewing the correct date range and that imports for those months have completed.
• Check your LOS Layout to make sure accounts are grouped where you expect.

Drilldown modal is empty or missing invoices

• Verify the import job included the original transaction documents and that the invoice links were recognized.
• If transactions exist but documents are missing, check the import job log for warnings about missing files.

FAQs

Q: What’s the difference between Net and Gross mode?
A: Gross shows pre-deduction amounts (before royalties and production taxes). Net shows amounts after those deductions — use Net for reconciled accounting views.

Q: Can I export only the transactions for a single line item?
A: Yes — open the drilldown for that line item and use the modal export option to download the ledger for that selection.

Q: Why do some groups appear collapsed?
A: Groups can be set to Collapsed in the LOS Layout Builder (Settings). Change the layout or click the caret to expand.