How do I view the budget summary?

Look up budget summary information.

You can view a summary that includes the current year budget, year-to-date actuals for the related accounts, encumbrance balance, the difference between the current year budget and year-to-date actuals. You can view a projected amount that shows you what the budget will look like at the end of the fiscal year if you continue spending at the current rate. You can view the budget summary by department, date range, and segment.

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How do I view the budget summary?

Before you get started

Watch a video

Launching the Budget Summary page

Using drill-down capability to view more information

Viewing the budget summary by department

Viewing budget summary by date range

Viewing budget summary by segment

Updating a budget account

Before you get started

Watch a video

 

Launching the Budget Summary page

On My Dashboard, click the View Budget Summary link on the View Budget Summary widget.

View Budget Summary link on the Budget Summary widget

Updated 18Jul2018

Using drill-down capability to view more information

Values that display in blue font have drill-down capability. On the Budget Summary page, the current year budget and YTD actual have drill-down capability.

Budget Summary page showing values with drill-down capability

 

When you click on a value with drill-down capability...

Budget Summary page selecting value with drill-down capability

...the Amount Details form displays on the screen. It shows the transactions that are linked to the total. To exit, click the OK button.

Account Details

Updated 18Jul2018

Viewing the budget summary by department

Filter transactions in the grid to display accounts for a department. You can only filter by the departments that are assigned to your user profile. To change the departments assigned to the user, go to Setup/Modify User Rights in System Management. See the help topic titled How Do I Assign a Department to a User? 

Do this...

1. On My Dashboard, find the Budget Summary widget and then click View Budget Summary.

The Budget Summary page displays.

2. Find the section titled Settings.

 

Budget Summary Settings

 

3. Use the section titled Department to filter general ledger accounts by department name.

 

Filter Budget Summary by Department

The Budget Summary page displays accounts for the selected department.

Updated 27Feb2018

 

Viewing budget summary by date range

Filter budget summary transactions by period.

Do this...

1. On My Dashboard, find the Budget Summary widget and then click View Budget Summary.

The Budget Summary page displays.

2. Find the section titled Settings.

 

Budget Summary Settings

 

3. Use the section titled Period to display balances for the selected period.

 

Filter Budget Summary by Period

The Budget Summary page displays balances for the selected period.

Updated 27Feb2018

Viewing budget summary by segment

Filter budget summary accounts for the account segment. The Budget Summary page will display account segments for the selected department. If the Segment menu is blank, that means the selected department does not have an account segment assigned to it.

Do this...

1. On My Dashboard, find the Budget Summary widget and then click View Budget Summary.

The Budget Summary page displays.

3. Find the section titled Settings.

 

Budget Summary Settings

 

4. Use the section titled Segments to filter general ledger accounts by account segment.

 

Filter Budget Summary by Segment

 

The Budget Summary page displays accounts for the selected segment

Updated 27Feb2018.

Updating a budget account

To set up a new account, use Connect General Ledger > Organization > Chart of Accounts.

How do I add an account?

How do I remove an account?

Published on 07Aug2017