Budget Planning and Performance Reporting change log

This change log provides cumulative updates about enhancements, features, and fixes to Axiom Budget Planning and Performance Reporting.

TIP: For the 2025 change log, see 2025 Budget Planning and Performance Reporting change log. For links to the change logs and release notes for all Axiom product releases, see Change log library.

2026 General Availability releases

GA 2026.2 (5/18/26)

This release includes the following new features, enhancements, and issue fixes.

Enhancements: Budget Planning

This release includes the following enhancements to existing features:

Driver updates
03 Budget Statistics Unmapped Records update

Added an Instructions dropdown section to the top of the Unmapped records tab to explain the cause and impact of unmapped records and how to delete them.

20 Budget Global Sum driver table updates
36 Budget Provider Simple Config Dept Config Basic updates

Updated the 36 Budget Provider Simple Config Dept Config Basic driver template to:

  • align new record formatting

  • remove unsupported filters in the Windows Client

  • hid unused columns in the All view

42 Budget Stat Acct: Insert exceptions

Updated the 42 Budget Stat Acct driver to replace free-form department and account entry with validated selection lists, allowing only valid combinations.

Budget drivers columns in default view

The Budget Group and KHACMDimGrp columns are added to default views in the following budget drivers:

  • 03 Budget Statistics

  • 05 Budget Depreciation

  • 11 Budget Global Expense

  • 12 Budget Global Revenue

  • 23 Budget Global Labor Premium Dollars

Plan file updates
Expense tab new BudgetType sections

Added the following BudgetType sections to the Expense tab to improve how expense data is organized. The accounts related to these budget types previously appeared in the Other Expense section.

  • Purchased Services

  • Professional Fees

  • Drug Expense

  • Depreciation

  • Interest

Also added these new validated BudgetType categories to the following areas:

Update or review the following 3 key ACCT dimension columns to use these new sections:

  1. BudgetType: Determines which Expense section the account appears in.

  2. Dropdown: Mirrors the BudgetType classification. Set the value to NA to prevent use of deprecated accounts Accounts that still exist in the system but are no longer recommended or available for use during budgeting..

  3. KHASSum: Identifies which accounts to summarize on the Summary tab.

Master template filters

Added filters to the Master Template so that Calc Method Variables display only account codes relevant to the selected tab (Employee, Expense, JobCode, Staffing, Stat_Rev).

Employee calculation method mapping

Enhanced Employee calculation method formulas to perform lookups using full column references instead of numeric ranges.

Provider Budget visibility update

Updated the Navigation panel (Budget Guide) to display the Provider Budget option for those with access to provider-enabled plan files for the following roles:

  • Budget Physician

  • Budget Admin

Enhancements: Performance Reporting

This release includes the following enhancements to existing features:

Dynamic pay period to date trend total

Added a dynamic trend calculation to the following productivity reports. This feature displays an average of recent pay periods based on a user-selected number.

Case Number 01831902: Expense Overview Dept number display

Updated the Dept Top 10 Medical Supplies Favorable and Unfavorable Variance columns on the Executive Overview > Expense Overview sub-tab to display department numbers in standard numeric format instead of scientific notation.

Issues fixed: Budget Planning

This release resolved the following issues:

   
PFB-09160 - Detail CM on Stat_Rev has wrong tag on Row 1 [#59196] Issue: Row 1 of the Detail calculation method displayed “Fixed Even” instead of “Detail,” causing incorrect UI and database values.

Resolution: Restored Row 1 to “Detail” and moved the “Fixed Even” tag to the correct spread row.
Case Number 01844368 - Provider Comp Projections Overstated when CompRate and CompAltRate are chosen [#152197] Issue: Projection salaries incorrectly summed both compensation models instead of blending by effective month, overstating totals.

Resolution: Updated Base Compensation formulas to calculate blended projections correctly and align NYB totals with monthly sums.
36 Budget Provider Simple Dept Config Basic: Driver generates warning during open and rollover in systems with more than 10000 providers [#147764 ] Issue: In environments with more than 10,000 providers, opening or rolling over the driver triggered a threshold warning due to unnecessary retrieval of Provider dimension data.

Resolution: Removed dependency on AQ2 and referenced Provider.Description directly from the validated ProviderID, eliminating the threshold warning without changing driver behavior or outputs.
FixedRevenue CM on STAT_REV does not pick up OthPtRev adjustment from Revenue Adjustments Driver [#59191] Issue: Several Stat_Rev calculation methods used incorrect adjustment codes from the 39 Revenue Adjustments driver, causing Other Patient Revenue accounts (OthPtRev) to pull Other Revenue adjustments instead of Oth-specific adjustments.

Resolution: Updated affected calulation methods to dynamically determine the correct adjustment code based on account classification (ACCT.BudgetType = "OthPtRev"), ensuring OthProj/OthRev or OtherProj/OtherRev are used appropriately.
03 Budget Statistic Driver - Patient Day Row CM updates needed to prevent rollover errors when invalid dept or acct are present [#150152] Issue: Invalid Dept or Account values could be saved, potentially causing rollover errors.

Resolution: Updated save logic to validate Dept/Acct combinations and prevent invalid records.
Case Number 01854261 - Employee sheet formula in AD for Non-Prod categories references AD32 which is a Prod row [#153664] Issue: In the Employee salary method, Period 12 non-productive FTE formulas referenced the wrong spread row, causing incorrect calculations.

Resolution: Corrected column AD references to use the appropriate Non-Productive rows.
BP: Provider PFP_Template > Drivers!AQ7, AQ9 — refresh not triggered on new provider insert via ProviderComp [#153332] Issue: Adding a new provider through the ProviderComp tab did not populate the Provider Detail tab with the provider’s driver data.

Resolution:The system now automatically refreshes driver data when a provider is added through the ProviderComp tab, ensuring the Provider Detail tab populates correctly.

Issues fixed: Performance Reporting

This release resolved the following issues:

Issue Description
Case Number 01815979 - Update VCC Threshold Table utility errors out on AQ1 on Entity sheet upon launch in Snowflake enabled systems [#151311] Issue: Entity filters were treated as strings, causing numeric comparison errors and upgrade failures in Snowflake systems.

Resolution: Updated filter logic to remove string and empty comparisons for Entity, restoring utility functionality.
PR: PAYTYPE Mapping Analysis - Driver 29 AQs require references to alias for Primary Table property determination similar to Driver 02 AQs [#138296] Issue: Driver 29 analysis queries (AQs) did not reference the next-year file group alias for Primary Table determination, resulting in inconsistent driver table behavior.

Resolution: Updated AQ logic to reference the appropriate next-year file group alias, aligning Driver 29 behavior with Driver 02 and ensuring correct file group results.

GA 2026.1 (2/17/26)

This release includes the following new features, enhancements, and issue fixes.

New features

This release includes the following new feature:

Audit Review Utility—Troubleshooting budget plan file setup

A new Audit Review - Budget form lets Budget Planning admins run diagnostic audits locally to identify when changes were saved to the budget tables and who made them.

For more information, see Audit Review - Budget in Help.

Enhancements: Budget Planning

This release includes the following enhancements to existing features:

Driver updates
01 Budget Configuration driver

Added an Other Tab Parameter that lets users show or hide the Monthly Budget Spread columns on the Summary tab.

03 Budget Statistics driver updates

Updated the 03 Budget Statistics driver as follows:

  • Updated the Spread Method to display a zero when it is set to Workdays and the workday value is zero.

  • When a budget group block is deleted, all associated detail and patient day rows are also deleted.

  • Added a new Unmapped Records tab so users can review and delete records that are not mapped to the GlobalStatistic StdLine.

    NOTE: Previous to the 2025.4 release, users could manually assign a calculation method other than GlobalStatistic. After the release, records not set to GlobalStatistic were no longer visible in the driver, but remained in the driver table. The Unmapped Records tab provides a way to review and delete these records to prevent hidden data from blocking Budget Group deletion or reappearing in future cycles.

  • Added an alert notification to the Statistics and Unmapped Records tabs warning that deleting a budget group also deletes all subordinate records.

  • Add Input Monthly Row fields populated from historical actuals or prior budgets are formatted to disallow inputs.

23 Budget Global Labor Premium driver update

Removed the following standard line exlusion filters from the Global Labor Premium Dollars driver:

  • CDMStdLine

  • NewDeptStdLine

Driver StdLine and plan file build

Updated the plan file build process to use only the current xxxStdLine configuration ( Dept, KHABgtCode, KHACMDimGrp), regardless of data from previous cycles. This prevents legacy or mismatched data stored in tables from being included after configuration changes. The update affects data interfacing from the following drivers: 

  • 05 Budget Depreciation

  • 11 Budget Global Expense

  • 12 Budget Global Revenue

  • 23 Budget Global Labor Premium Dollars (Employee, JobCode, Provider, Staffing)

Department refresh variable

Added a Department filter to the refresh variables for the following drivers:

  • 03 Budget Statistics

  • 05 Budget Depreciation

  • 11 Budget Global Expense

  • 12 Budget Global Revenue

  • 20 Budget Global Sum

  • 23 Budget Global Labor Premium Dollars

  • 24 Budget Labor Benchmark

  • 28 Budget Labor Target

  • 36 Budget Provider Simple Dept Config Basic

  • 42 Budget Stat Account

Plan file updates
Summary tab

Added a monthly budget view to the Summary tab to show how annual budgets are spread across the fiscal year. Features include configurable columns, additional viewing options, and updated print definitions.

Case Number 00502571: Employee tab EPTO update

Updated Earned PTO (EPTO) calculations so PTO accrues correctly when new job codes are added.

Enhancements: Performance Reporting

This release includes the following enhancements to existing features:

Account Analysis financial report

Updated the Account Analysis report to display longer account numbers in full.

MultiDept Variance Comments report

Updated the MultiDept Variance Comments report refresh variables so that users select an entity first, then select departments based on that entity.

Budget Monthly Dept P&L report - Case Number 01764841

Made the following updates to the Budget Monthly Dept P&L report:

  • The Total column is right-justified and comma-separated.

  • Added a Comments column.

  • Updated print settings to fit to one page wide.

Issues fixed: Budget Planning

This release resolved the following issues:

Issue Description
Case Number 00500068 - Save Data Error after changing CML - Column 'RECORDID' does not allow nulls [#59174] Issue: Changing the calc method for an expense account from Detail_CYB_History to Detail caused a save error due to a missing RECORDID value.

Resolution: Updated key columns (BR, CS, HE) to convert static values to formulas where applicable, ensuring RECORDID is retained during calc method changes.
Case Number 00504677 - CDMRevenue CYPrice does not return correct price from prior year BUD_RU_20XX Table [#59170]

Issue: The CYPrice column in the CDM Revenue tab incorrectly summed IP and OP prices due to a missing data type in the AQ2 SumBy, resulting in summed values.

Resolution: Added DataType filters to separate IP and OP prices. Updated formulas to prioritize revenue/volume-based pricing and adjusted field references and labels for clarity.
Case Number 01651268 - Add New provider data not flowing from providerdetail to stat_rev tab [#111030] Issue: Provider data added using the Add New function after plan file build didn't flow to the Stat_Rev tab due to missing GL account mapping.

Resolution: Updated formulas to align Add New and standard row logic, ensuring proper GL_account mapping.
Case Number 01725150 - ProviderDetail Formula for Budget Method in Column V [#123913] Issue: Column V in Provider Volume Detail used mismatched logic, checking for 8000 while related columns used 40000, leading to incorrect Budget Method results.

Resolution: Updated formulas to consistently check for 40000, ensuring accurate Budget Method selection.
Case Number 01746675: Budget Initiative – Approved Total column does not equal the Total Initiatives [#135800] Issue: Column Y in Budget Initiatives retained hardcoded values instead of updating with changes, leading to incorrect totals.

Resolution: Removed field definition to ensure Column Y retains its SUM formula and reflects changes correctly.
Case Number 01795980 Rollover errors: BUDGET_AdminAdjustments: String or binary data would be truncated in table ,AxiomMUSC.dbo.tmp3608_30600743', column 'DeptDescription'. [#144246] Issue: Rollover failed with a truncation error in the DeptDescription column of the BUDGET_AdminAdjustments table due to long values exceeding the column limit.

Resolution: Removed the field definition saving the description and deleted the DeptDescription column for the prototype table to prevent future rollover errors.
Case Number 01815602 - Provider Guarantee Incentive does not save account to BUD_PAY12 table [#148239] Issue: The Guarantee Incentive PayType was missing formulas, preventing the account from saving to BUD_PAY12 and causing salary mismatches.

Resolution: Added missing formulas to populate the account and resolve the mismatch.
Issue Description 03 Budget Statistics driver: Opening driver filtered for just 1 budget group and saved overwrites the global with the incorrect summarized [#115431]

Issue: Saving a filtered view of the 03 Budget Statistics unintentionally overwrote global statistics data when the user had both Budget Admin and Global Driver Management roles.

Resolution: Updated save logic and refresh settings to protect global data.

BP 03 Budget Statisctics driver Input Monthly CM Div/0 handling [#146059] Issue: Selecting WorkDays as the spread method in the Input Monthly CM caused an error when workdays equaled zero.

Resolution: Added error handling to default the result to 0 when workdays are zero, preventing the divide-by-zero error.
BP Employee CM Start rate calculation when there are no projected FTE [#146447] Issue: The Employee sheet Start Rate calculation was incorrect when the projected FTE's were zero.

Resolution: Corrected the formula logic to ensure Start Rate calculations are accurate when projected FTEs are zero or near zero.
Case Number 01809573 - Jobcode Salary Tab: JobCode block overtime rate with PA/PC FTE in NYB spread [#146649] Issue: End Rate values did not properly reflect Program Changes, Program Additions, merit/market adjustments, allocation %, or paytype factors, resulting in inaccurate displayed rates (salary expense was unaffected).

Resolution: Revised Jobcode CML formulas to correctly weight PC/PA FTEs and rates and to reference the final NYB period for FTE weighting, ensuring accurate End Rate display.
03 Budget Statistic Driver - Patient Day Row CM updates needed to prevent rollover errors when invalid dept or acct are present [#150152] Issue: The Patient Day Row calculation method did not validate Dept and Account combinations during save, allowing invalid Dept/Acct data to be saved.

Resolution: Updated the Save tag logic to validate Dept/Acct combinations using the appropriate validation column, preventing invalid records from saving.
Case Number 01837849 - CY Merit increase not being applied - Employee CML pulling MID rate it should be the MAX rate [#150663] Issue: Employee CML referenced the wrong rate column, preventing CY Merit increases from applying correctly.

Resolution: Updated Employee and Add New Employee CML formulas to reference the correct Max rate column and deprecated the incorrect rate reference.

Issues fixed: Performance Reporting

This release resolved the following issues:

Issue Description
PR: Month End Dashboard - Physician drill - errant lookup for Target when non-month average resulting in #DIV/0 [#137996] Issue: The Physician Revenue Drill in the Month End Dashboard returned a #DIV/0 error when selecting non-month average targets due to an incorrect lookup formula.

Resolution: Updated the target lookup formula to match the correct logic from a related drill, ensuring proper evaluation of all target types.
Case Number 01801270: Variance columns in P&L Detail Drill FSDetail appear to have opposite signs from other standard reports [#145290] Issue: Drilling into the P&L Detail report with department filters caused variance signs to display incorrectly compared to other reports.

Resolution: Adjusted filter logic to exclude incompatible department filters during drill-down, ensuring consistent variance sign display.
Case Number 01810660 - Income statement viewer 12-month view - Total column including hidden rows [#148108] Issue: Totals in the Income Statement Viewer > 12-month view included hidden periods, causing values to be double-counted.

Resolution: Updated total calculation logic to exclude hidden columns in all 12-month views.

2026 Patch releases

Patch 2026.1.1 (3/16/26)

This patch release includes the following issue fixes.

Issues fixed: Budget Planning

This release resolved the following issues:

Issue Description

03 Budget Statistic Driver - Patient Day Row CM updates needed to prevent rollover errors when invalid dept or acct are present [#150152]

Issue: Invalid Dept or Account values could be saved, potentially causing rollover errors.

Resolution: Updated save logic to validate Dept/Acct combinations and prevent invalid records.