{"id":21068,"date":"2026-04-01T14:14:44","date_gmt":"2026-04-01T19:14:44","guid":{"rendered":"https:\/\/upstreamreporting.app\/support\/?p=21068"},"modified":"2026-04-01T14:42:06","modified_gmt":"2026-04-01T19:42:06","slug":"budget-vs-actual-summary-view","status":"publish","type":"post","link":"https:\/\/upstreamreporting.app\/support\/?p=21068","title":{"rendered":"Budget vs Actual (Summary View)"},"content":{"rendered":"\n<p>Overview of the Budget vs Actual summary: top-line clickable chips for Estimate, Actuals, and Difference and how to navigate to <a href=\"https:\/\/upstreamreporting.app\/support\/?p=21107\" data-type=\"post\" data-id=\"21107\">AFE \/ Well details<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"156\" src=\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/afe-controls-1024x156.png\" alt=\"\" class=\"wp-image-21103\" srcset=\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/afe-controls-1024x156.png 1024w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/afe-controls-300x46.png 300w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/afe-controls-768x117.png 768w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/afe-controls-1536x234.png 1536w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/afe-controls-954x146.png 954w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/afe-controls-980x150.png 980w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/afe-controls.png 1690w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Key Controls<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Mode:<\/strong> Net (default) \/ Gross toggle (top-left).<\/li>\n\n\n\n<li><strong>Property \/ Field \/ Start \/ End<\/strong> filters.<\/li>\n\n\n\n<li><strong>Recalculate<\/strong> button updates the summary, if needed.<\/li>\n\n\n\n<li><strong>Three large chips<\/strong> showing:\n<ul class=\"wp-block-list\">\n<li><strong>Estimate<\/strong> \u2014 total budgeted amount. (Clickable)<\/li>\n\n\n\n<li><strong>Actuals<\/strong> \u2014 actual LOS dollar amount. (Clickable)<\/li>\n\n\n\n<li><strong>Difference<\/strong> \u2014 Actual \u2212 Estimate (clickable, shows variance details).<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">How to use the Summary<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"535\" src=\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/AFE-Summary.gif\" alt=\"Upstream+ Budget vs Actual Summary Demonstration\" class=\"wp-image-21104\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Select <strong>Mode<\/strong> (<code>Net<\/code> or <code>Gross<\/code>) \u2014 Net shows amounts after royalties\/taxes; Gross shows pre-deduction values.<\/li>\n\n\n\n<li>Choose <strong>Property<\/strong>, <strong>Field<\/strong>, and date range. The table will recalculate automatically.<\/li>\n\n\n\n<li>Click each of the large chips to view Estimate \/ Actuals \/ Difference<\/li>\n\n\n\n<li>The three chips update with totals. <\/li>\n\n\n\n<li>Click the <strong>Status <\/strong>button to cycle between <strong>Open<\/strong>, <strong>Closed<\/strong>, and <strong>Not Set<\/strong>.<\/li>\n\n\n\n<li><strong>Click any AFE number<\/strong> to open the detailed list for that well&#8217;s AFE budgets, actuals, and difference. Also known as the &#8220;<a href=\"https:\/\/upstreamreporting.app\/support\/?p=21107\" data-type=\"post\" data-id=\"21107\">Budget vs Actual (Detail View).<\/a>&#8220;<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">AFE table basics<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>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.<\/li>\n\n\n\n<li><strong>Status<\/strong> button cycles through <code>Open<\/code>, <code>Closed<\/code>, <code>Unset<\/code> \u2014 use this to mark progress or grouping states.<\/li>\n\n\n\n<li>Click the <strong>AFE number<\/strong> (a link) to open the <strong><a href=\"https:\/\/upstreamreporting.app\/support\/?p=21107\" data-type=\"post\" data-id=\"21107\">Budget vs Actual Detail<\/a><\/strong> for that AFE and well.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Troubleshooting<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Estimate zero<\/strong> \u2014 verify you imported budget estimates and they map to canonical categories.<\/li>\n\n\n\n<li><strong>Difference unexpectedly large<\/strong> \u2014 click the Difference chip to drill down to the line-level variance.<\/li>\n<\/ul>\n\r\n\t\t\t<div id=\"daexthefu-container\"\r\n\t\t\t\tclass=\"daexthefu-container 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Key Controls How to use the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":21105,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[70],"tags":[],"class_list":["post-21068","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-getting-started"],"wps_subtitle":"","_links":{"self":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts\/21068","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=21068"}],"version-history":[{"count":3,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts\/21068\/revisions"}],"predecessor-version":[{"id":21113,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts\/21068\/revisions\/21113"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/media\/21105"}],"wp:attachment":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=21068"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=21068"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=21068"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}