Understand and Interact with the Burn Rate by Fund Report

Navigation

From the Invoice Dashboard:

1. Click Run Report

2. Click Burn Rate by Fund

Filters, Navigation Elements and Report Header

Three filters are available within the Burn Rate by Fund report:

1. Fiscal Year

   • After loading the report, Fiscal Year will default to the current fiscal year.

2. Payer

   • Options will include Falling Colors and BHSD (though many users will only see the Falling Colors option).

3. Fund Type

   • Options will include State General Funds and Federal Funds.

Page arrows (surrounding the page number specification) will allow users to navigate to preceding and succeeding pages.

The back arrow (located to the right of the refresh icon) allows users to navigate back to the Burn Rate List (only available if the Burn Rate by Month view is opened).

Burn Rate List

The Burn Rate list displays all fund sources associated with the projects/programs to which an Approver or Payor has access.

Each row displays allocation summary data for that fund source. Each row can be expanded to display the individual projects and provider locations that contribute to that fund source’s total allocation amounts.

Burn Rate List Expanded

The Burn Rate List comprises three ‘levels':

• Fund Source

• Project

• Provider Location

Each fund source row can be expanded to show the projects associated with that fund source (limited to projects to which the user has access). Each project row can be further expanded to show its participating locations.

Open

In the screenshot above, the B500 fund source is highlighted and displays aggregate financial data across all associated projects (to which the user has access) and participating locations.

Fund Source-level Allocation Data

The fund source row represents the 'broadest' level of allocation summary data within the report.

The project row will display the same allocation summary data - allocation, paid, outstanding and remaining amounts with a percent utilization calculation - as its contribution towards the overall fund source.

Open

In the screenshot above, the B500 fund source has been expanded to show its associated projects.

The Claims - BHSD project is highlighted and displays aggregate financial data across all participating locations.

Project-level Allocation Data

The project row will display the same allocation summary data - allocation, paid, outstanding and remaining amounts with a percent utilization calculation - as the fund source row.

Each project row will display allocation data as a contribution to its parent, fund source row.

Open

In the screenshot above, the B500 fund source and SGF: Mental Health projects have been expanded to show its participating locations.

Provider Location-level Allocation Data

The provider row represents the ‘finest’ level of allocation summary data within the report.

Each provider row will display allocation data as a contribution to its parent, project row.

Accessing the Burn Rate by Fund View

The Burn Rate list displays a total line at the bottom. A teal ‘Total’ link is provided and provides access to the Burn Rate by Month view.

Burn Rate by Month View

The Burn Rate by Month view takes the data displayed on the Burn Rate by Fund List and compiles it into a month-by-month breakdown for the two fund types (State General and Federal funds). This breakdown is represented by an X-Y chart at the top of the page.

Three additional pie charts are displayed, showing allocation summary data for the two fund types (State General and Federal funds).

Open

Note: The term ‘Incurred’ is used in place of ‘Outstanding’ in the Burn Rate by Month View.

Burn Rate by Month List

In the navigation panel, click the right arrow to view the Burn Rate by Month List. The list displays the same information as the graphs but in a list view.

Open

Note: The term ‘Incurred’ is used in place of ‘Outstanding’ in the Burn Rate by Month List.