Budget Overview - Department

PeopleSoft Financials 9.2

• Select the Budget Management homepage

  

• Choose the Budgets Overview tile

**  **

• If you are returning to Budget Overview, on the Find an Existing Value tab select Search and choose your previously created Inquiry Name

• If you are new to Budget Overview, on the Add a New Value tab enter an Inquiry Name and hit Add

  

• Complete the following fields:

  • Enter a Description

  • Change Ledger Group to ORG_GROUP (this will make the bottom section of the screen change)

  • Enter a Dept (5-digit numeric)

  • Enter a Fund Chartfield Value Set of 100AND385 (see image below)

• Hit Save

• **Hit Search **

• The Inquiry Name is only 10 alphanumeric characters. There can be no spaces or unique characters @#$%&*!

** **

The resulting screen should look similar to this example.

• If you wish to review just the Compensation portion of your department budget, enter COMPENSATION in the Account Chartfield Value Set
  

• If you wish to review just the Operating portion of your department budget, enter OPERATING in the Account Chartfield Value Set
  

• If you wish to review just Fund 100 and Fund 385 (Federal Work Study), enter 100AND385 in the Fund Charfield Value Set

  

• Use the icon to download a grid to Excel

• Click on the amounts to get detailed transaction information

• Want to eliminate some columns? Choose Personalize, select the columns you want hidden and click on the Hidden checkbox. Hit Ok
  

Missing Access? Have Questions? Contact budgets@clarkson.edu