Prerequisites<\/h2>\n\n\n\n\n- You must have permission to view Budget vs Actual detail (your account must include the
upstream_plus_view_los<\/code> permission or equivalent) in your role. Check our permissions glossary<\/a>. <\/li>\n\n\n\n- Budget estimates should be imported and mapped to the canonical taxonomy.<\/li>\n\n\n\n
- LOS imports for the same period must be completed so the actuals are available.<\/li>\n<\/ul>\n\n\n\n
Where to find it<\/h2>\n\n\n\n
From the navigation menu choose Budget vs Actual<\/strong>. This shows you the Summary view<\/a>. Then click an AFE number<\/strong> from the summary table<\/a>. The AFE link opens the “Detail View” for that AFE and associated well.<\/p>\n\n\n\n![\"Upstream+](\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/afe-details-full-1024x484.png\")
<\/figure>\n\n\n\nPage overview (top toolbar)<\/h2>\n\n\n\n![\"AFE](\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/afe-details-controls-1024x84.png\")
<\/figure>\n\n\n\nAt the top of the Detail View you\u2019ll find the controls:<\/p>\n\n\n\n
\n- Mode (Net \/ Gross)<\/strong> \u2014 Net<\/em> displays post-deduction numbers (after royalties\/taxes); Gross<\/em> shows pre-deduction values.<\/li>\n\n\n\n
- AFE Selection<\/strong> \u2014 a dropdown to choose the AFE\/well you want to inspect. Choose one AFE at a time to view its detailed budget vs actuals.<\/li>\n\n\n\n
- Start \/ End<\/strong> date pickers \u2014 choose the month range for the detail.<\/li>\n\n\n\n
- Recalculate<\/strong> \u2014 re-run the detail calculation for the selected AFE and date range (useful after imports<\/a> or layout changes<\/a>).<\/li>\n\n\n\n
- Export<\/strong> \u2014 download an Excel\/CSV\/PDF (Excel includes a summary + ledger sheets).<\/li>\n\n\n\n
- Rows \/ Groups indicator<\/strong> \u2014 shows the number of rows and groups visible.<\/li>\n<\/ul>\n\n\n\n
The table \u2014 how to read it<\/h2>\n\n\n\n![\"\"](\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/afe-details-table-1024x458.png\")
<\/figure>\n\n\n\nThe detail table is a hierarchical view built from your LOS Layout (Categories \u2192 Groups \u2192 Line items). Key points:<\/p>\n\n\n\n
\n- Collapsed groups<\/strong> \u2014 groups are collapsed by default (based on your layout). Click the group caret to expand.<\/li>\n\n\n\n
- Line items<\/strong> \u2014 the lowest level shows account\/line-item names and month columns. Clicking a line item or the small arrow opens the drilldown modal<\/strong> with underlying transactions.<\/li>\n\n\n\n
- Columns<\/strong> \u2014 the primary columns are Budget<\/strong>, Actual<\/strong>, and Difference<\/strong> (Actual \u2212 Budget). You may also see other computed columns (Rolling totals, YTD, % variance).<\/li>\n\n\n\n
- Variance coloring<\/strong> \u2014 positive or negative variance is highlighted: usually red for overspend (Actual > Budget) and green for underrun (Actual < Budget).<\/li>\n\n\n\n
- Group totals<\/strong> \u2014 group totals show aggregated Budget\/Actual\/Difference. You can toggle \u201cGroup totals with account detail\u201d (if available) to see both group lines and the accounts that compose them.<\/li>\n<\/ul>\n\n\n\n
Troubleshooting<\/h2>\n\n\n\n
Numbers don\u2019t match your ledger<\/strong><\/p>\n\n\n\n\n- Ensure the Mode<\/strong> (Net\/Gross) is set correctly \u2014 the value may differ depending on whether royalties\/taxes are included.<\/li>\n\n\n\n
- Confirm you\u2019re viewing the correct date range and that imports for those months have completed.<\/li>\n\n\n\n
- Check your LOS Layout<\/a> to make sure accounts are grouped where you expect.<\/li>\n<\/ul>\n\n\n\n
Drilldown modal is empty or missing invoices<\/strong><\/p>\n\n\n\n\n- Verify the import job<\/a> included the original transaction documents and that the invoice links were recognized.<\/li>\n\n\n\n
- If transactions exist but documents are missing, check the import job log for warnings about missing files.<\/li>\n<\/ul>\n\n\n\n
FAQs<\/h2>\n\n\n\n
Q: What\u2019s the difference between Net and Gross mode?<\/strong>
A:<\/strong> Gross<\/em> shows pre-deduction amounts (before royalties and production taxes). Net<\/em> shows amounts after those deductions \u2014 use Net for reconciled accounting views.<\/p>\n\n\n\nQ: Can I export only the transactions for a single line item?<\/strong>
A:<\/strong> Yes \u2014 open the drilldown for that line item and use the modal export option to download the ledger for that selection.<\/p>\n\n\n\nQ: Why do some groups appear collapsed?<\/strong>
A:<\/strong> Groups can be set to Collapsed in the LOS Layout Builder<\/a> (Settings). Change the layout or click the caret to expand.<\/p>\n\r\n\t\t\t\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tWas this article helpful?<\/h3>\r\n\t\t\t\t\t<\/div>\r\n\t\t\t\t\t
upstream_plus_view_los<\/code> permission or equivalent) in your role. Check our permissions glossary<\/a>. <\/li>\n\n\n\n- Budget estimates should be imported and mapped to the canonical taxonomy.<\/li>\n\n\n\n
- LOS imports for the same period must be completed so the actuals are available.<\/li>\n<\/ul>\n\n\n\n
Where to find it<\/h2>\n\n\n\n
From the navigation menu choose Budget vs Actual<\/strong>. This shows you the Summary view<\/a>. Then click an AFE number<\/strong> from the summary table<\/a>. The AFE link opens the “Detail View” for that AFE and associated well.<\/p>\n\n\n\n<\/figure>\n\n\n\nPage overview (top toolbar)<\/h2>\n\n\n\n<\/figure>\n\n\n\nAt the top of the Detail View you\u2019ll find the controls:<\/p>\n\n\n\n
\n- Mode (Net \/ Gross)<\/strong> \u2014 Net<\/em> displays post-deduction numbers (after royalties\/taxes); Gross<\/em> shows pre-deduction values.<\/li>\n\n\n\n
- AFE Selection<\/strong> \u2014 a dropdown to choose the AFE\/well you want to inspect. Choose one AFE at a time to view its detailed budget vs actuals.<\/li>\n\n\n\n
- Start \/ End<\/strong> date pickers \u2014 choose the month range for the detail.<\/li>\n\n\n\n
- Recalculate<\/strong> \u2014 re-run the detail calculation for the selected AFE and date range (useful after imports<\/a> or layout changes<\/a>).<\/li>\n\n\n\n
- Export<\/strong> \u2014 download an Excel\/CSV\/PDF (Excel includes a summary + ledger sheets).<\/li>\n\n\n\n
- Rows \/ Groups indicator<\/strong> \u2014 shows the number of rows and groups visible.<\/li>\n<\/ul>\n\n\n\n
The table \u2014 how to read it<\/h2>\n\n\n\n<\/figure>\n\n\n\nThe detail table is a hierarchical view built from your LOS Layout (Categories \u2192 Groups \u2192 Line items). Key points:<\/p>\n\n\n\n
\n- Collapsed groups<\/strong> \u2014 groups are collapsed by default (based on your layout). Click the group caret to expand.<\/li>\n\n\n\n
- Line items<\/strong> \u2014 the lowest level shows account\/line-item names and month columns. Clicking a line item or the small arrow opens the drilldown modal<\/strong> with underlying transactions.<\/li>\n\n\n\n
- Columns<\/strong> \u2014 the primary columns are Budget<\/strong>, Actual<\/strong>, and Difference<\/strong> (Actual \u2212 Budget). You may also see other computed columns (Rolling totals, YTD, % variance).<\/li>\n\n\n\n
- Variance coloring<\/strong> \u2014 positive or negative variance is highlighted: usually red for overspend (Actual > Budget) and green for underrun (Actual < Budget).<\/li>\n\n\n\n
- Group totals<\/strong> \u2014 group totals show aggregated Budget\/Actual\/Difference. You can toggle \u201cGroup totals with account detail\u201d (if available) to see both group lines and the accounts that compose them.<\/li>\n<\/ul>\n\n\n\n
Troubleshooting<\/h2>\n\n\n\n
Numbers don\u2019t match your ledger<\/strong><\/p>\n\n\n\n\n- Ensure the Mode<\/strong> (Net\/Gross) is set correctly \u2014 the value may differ depending on whether royalties\/taxes are included.<\/li>\n\n\n\n
- Confirm you\u2019re viewing the correct date range and that imports for those months have completed.<\/li>\n\n\n\n
- Check your LOS Layout<\/a> to make sure accounts are grouped where you expect.<\/li>\n<\/ul>\n\n\n\n
Drilldown modal is empty or missing invoices<\/strong><\/p>\n\n\n\n\n- Verify the import job<\/a> included the original transaction documents and that the invoice links were recognized.<\/li>\n\n\n\n
- If transactions exist but documents are missing, check the import job log for warnings about missing files.<\/li>\n<\/ul>\n\n\n\n
FAQs<\/h2>\n\n\n\n
Q: What\u2019s the difference between Net and Gross mode?<\/strong>
A:<\/strong> Gross<\/em> shows pre-deduction amounts (before royalties and production taxes). Net<\/em> shows amounts after those deductions \u2014 use Net for reconciled accounting views.<\/p>\n\n\n\nQ: Can I export only the transactions for a single line item?<\/strong>
A:<\/strong> Yes \u2014 open the drilldown for that line item and use the modal export option to download the ledger for that selection.<\/p>\n\n\n\nQ: Why do some groups appear collapsed?<\/strong>
A:<\/strong> Groups can be set to Collapsed in the LOS Layout Builder<\/a> (Settings). Change the layout or click the caret to expand.<\/p>\n\r\n\t\t\t\r\n\r\n\t\t\t\t\r\n\t\t\t\t\t\r\n\t\t\t\t\t\tWas this article helpful?<\/h3>\r\n\t\t\t\t\t<\/div>\r\n\t\t\t\t\t