Annual forward planning budget (total-budget)
Definitions
The total-budget element allows for the reporting of the organisation’s own budget. The recommendation is that, where and when possible, the organisation’s total annual planned budget for the next three years is reported.
The element is repeated for each reported year. It is possible to report periods other than years, but this is not recommended.
| period-start | Start date of the reporting period. |
| period-start (text) | A free text description of the period start. |
| period-end | End date of the reporting period. |
| period-end (text) | A free text description of the period end. |
| value | The total budget for the specified period in the specified or default currency. |
| @currency | The currency in which the project is denominated. |
| @value-date | Date of value for currency conversions. |
Example Usage
The example below shows full reporting for two consecutive years.
..
2012
2012
250000000
2013
2013
300000000
..
Stripped to essentials it is:
..
250000000
300000000
..
Structure
| Item | Format | XML | Occurs |
|---|---|---|---|
| total-budget | total-budget | 0..* | |
| period-start | total-budget/period-start | 1..1 | |
| period-start[@iso-date] | Date | total-budget/period-start/@iso-date | 1..1 |
| period-start (text) | Text | total-budget/period-start/text() | 0..1 |
| period-end | total-budget/period-end | 1..1 | |
| period-end[@iso-date] | Date | total-budget/period-end/@iso-date | 1..1 |
| period-end (text) | Text | total-budget/period-end/text() | 0..1 |
| value | total-budget/value | 1..1 | |
| currency | Currency Code | total-budget/value/@currency | 0..1 |
| value-date | Date | total-budget/value/@value-date | 1..1 |
| value-amount | Integer | total-budget/value/text() | 1..1 |
Usage & Compliance
The total-budget element is not mandatory, but is recommended for full compliance. An instance of the element should be used for each budget-period reported. There is no limit to the number of instances.
For every occurrence of the total-budget element:
- The period-start element is mandatory.
- The period-start[@iso-date] is mandatory.
- The period-start[@iso-date] must be in a valid ISO date format.
- The period-end element is mandatory.
- The period-end[@iso-date] is mandatory.
- The period-end[@iso-date] must be in a valid ISO date format.
- The value element is mandatory.
- If the default-currency has not been specified in the Record Header, currency is mandatory.
- If @currency is present it must be a valid code from the codelist.
- The @value-date is mandatory.
- The @value-date must be in a valid ISO date format.
- The value is mandatory.
- The value must be a positive integer.