How do I view the budget summary? (Connect Online)
Connect Online
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.
In this Topic
Before you get started
Grant user rights to users who can access the Budget Summary page. See the section titled Assigning User Rights to Connect Online in How do I Assign User Rights?
Watch a video
Click here to watch an overview of the Budget Summary page (3m41s).
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
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
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.
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.
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
27Feb2018.
Updating a budget account
To set up a new account, use Connect General Ledger > Organization > Chart of Accounts.
07Aug2017
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