Budget

[markbrough]

Description
The overall financial cost or amount is a summary total financial sum for the activity. This is only expected if the activity is at least in the implementation phase.

Approach

1. Activities are only considered if their end date is at least six months later than the date on which tests are run.
2. To count as a forward budget, the end date of the budget or planned-disbursement element must be after today's date.
3. To count as an annual forward budget, the duration of the budget or planned-disbursement must be less than 367 days.
4. To count as a quarterly forward budget, the duration of the budget or planned-disbursement must be less than 94 days.

Existing tests

budget or planned-disbursement is available forward (if activity-status/@code is at least 2)?
budget or planned-disbursement is available forward by quarters (if activity-status/@code is at least 2)?

Issues

1. The IATI Dashboard counts an annual budget as less than 370 days, whereas the Index test counts it as less than 367 days. This is an unnecessary and confusing difference that can easily be resolved.

2016 Aid Transparency Index test
We are not planning to change this test in 2016, with one small exception. We will align with the number of days used by the IATI Dashboard for an annual budget, and so will increase the maximum number of days allowed for budget to be considered as annual, from 367 to 370.

Note: There remain other differences between the way the Index and the IATI Dashboard calculate forward budgets, but we do not propose any further changes this year.