Funding Profile List in PICSWeb
Selecting Month End > Funding Forecasting will open the Funding Profile List. This page shows any funding profiles that you have set up for forecasting. A funding profile is based on one of your Contracts and covers a specific date range. Once set up, your funding profile will break down predicted funding for that contract by each period in the date range.
By default, only profiles with a date range that includes the current date will be shown in the list.
For each profile in the list, the following details are shown:
Profile name
From Period
To Period
Contract – Selecting this will take you to the corresponding Contract Summary.
Profiled amounts – This shows the different profiled amounts entered for each age band.
Filtering the Profile List
The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.
Profile name
Contract
Show Historic Profiles – If this is ticked, profiles with a date range in the past will also be shown.
Number of records displayed
Exporting the Profile List
Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
Profile Actions
Selecting Actions > Create New Profile will open a window where you can Add a New Funding Profile.
Selecting Actions > Settings will open a window where you can choose whether to display funding periods according to their position in the funding year or as a calendar date.
Selecting the … icon by a profile will show the following options:
Summary – Selecting this will take you to the Funding Profile Summary, where you can view profiled values and enter planned starts.
Edit – Selecting this will open a window where you can Edit the Funding Profile.
Copy – Selecting this will open a window where you can create a copy of the current profile. In this window, you can change the Title and Contract for the profile.
Delete – You will be prompted to confirm before the profile is deleted.