The Projected Funding Individual Items report produces a list of future payments based on your Projected Funding Values over a specified period of time. Before you run this report, you will need to have current Projected Funding calculations complete.

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Report Options

The following customisation options are available:

• Learners Report Type – This controls which date is used in the learner record to determine whether payments for that learner are included in the report or not. Four types are available:

  • In learning between dates will include any learners that are in learning for any time within the date range.

  • Starters between dates will include any learners whose Start Date falls within the date range.

  • Leavers between dates will include any learners whose Actual End Date falls within the date range.

  • Created between dates will include any learners whose Created date (indicating when they were entered into PICSWeb) falls within the date range.

• Learners From and To – Here you can specify the date range that will determine which learners will have their projected funding items included in the report. You can either choose a Fixed Date and choose the relevant dates from the calendar date selector, or choose one of the relative values such as Today, Start of Week, Start of Month or others. If you choose a relative value, it is possible to add a positive or negative Offset value, which will adjust the date by the specified number of weeks. For example, choosing End of Week with a +1 Weeks Offset value will run the report from the end of the next week.

• Funding Events From and To – This date range controls which projected funding items will be included in the report. Setting this date range up works in the same way as the learner date range explained above.

• Show employer earned payments instead of PMR based claims – This setting controls which projected employer items are shown in the report. If the option is ticked, the report will show projected items for Employer Earned payments. If it is unticked, the report will show projected items for the Actual Employer payments, based on the PMRs projected for the relevant learners.

• Exclude Employer Incentives – If this is ticked, any projected values for employer incentive payments relating to a learner will not be included in the report.

• Learner Tags – Here you can restrict the report to projected funding items for learners with specific Tags. Choosing a tag from the drop-down menu will add it to the field. You can add multiple tags to the field and remove any added ones by selecting the X icon. The following tag options are available:

  • Any – This will restrict the report to learners that have at least one of the specified tags.

  • All – This will restrict the report to learners that have every specified tag.

  • None – This will restrict the report to learners that do not have any of the specified tags.

• Site – Here you can restrict the report to projected funding items for learners linked to a specific Site.

• Qualification Plan – Here you can restrict the report to projected funding items for learners linked to a specific Qualification Plan.

• Contract – Here you can restrict the report to projected funding items for learners linked to a specific Contract.

• Programme – Here you can restrict the report to projected funding items for learners enrolled on a specific programme.

• Past Expected End – If this is ticked, projected funding items for learners that have passed their Expected End Date will be included.

• On Break-in-Learning – If this is ticked, projected funding items for learners that are marked as on a Break in Learning will be included.

• Learner Subcontractor Status – Here you can restrict the learners included in the report according to their Subcontractor arrangements. The following options are available:

  • All Learners – This will include projected funding items for learners who are both taught directly and through subcontractors.

  • Non-subcontracted Learners – This will only include projected funding items for learners that are taught directly.

  • All Subcontracted Learners – This will only include projected funding items for learners that are taught through subcontractors.

  • Only for Specified Subcontractor – This will only include projected funding items for learners taught through a specific subcontractor organisation. You can specify which organisation using the Subcontractor field below.

• Subcontractor – If you have set the Learner Subcontractor Status to Only for Specified Subcontractor, you can specify the Subcontractor Organisation from the drop-down menu.

• Calculation Basis – Here you can choose whether to use ESFA Rates to calculate projected funding values or to apply any relevant Subcontractor Rates that you have recorded in PICSWeb 

Report Output

The report consists of a single sheet listing each payment predicted in projected funding for the specified date range. Along with some learner and programme details, any Optional Fields chosen when building the report will be included as additional columns.

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