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Budget Overview - Department

PeopleSoft Financials 9.2

  • Select the Budget Management homepage

  image2017-1-11 13_42_32.png

  • Choose the Budgets Overview tile

**  **image2017-2-9 12_53_27.png

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

image2017-2-9 13_8_19.png

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

  image2017-2-9 13_14_8.png

  • 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 @#$%&*!

    • 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

    ** **image2020-10-16_12-21-32.png

    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

    image2017-2-9 13_30_31.png

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

    image2017-2-9 13_31_26.png

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

      image2020-10-16_12-7-20.png

    • 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

      image2017-2-9 13_50_15.png

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

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