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Budget Overview - Grant

PeopleSoft Financials 9.2

  • Select the Budget Management homepage

  image2017-1-11 13_42_32 (1).png

  • Choose the Budgets Overview tile

**  **image2017-2-9 12_53_27 (1).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 14_18_29.png

     

  • 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 GRANT_DTL (this will make the bottom section of the screen change)

    • Enter a Project (6-digit numeric)

  • Hit Save

  • **Hit Search **

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

    image2017-2-9 14_19_35.png

    • Complete the following fields:

      • Enter a Description

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

      • Enter a Project (6-digit numeric)

    • Hit Save

    • Hit Search

    **  **image2017-2-9 14_22_37.png

    The resulting screen should look similar to this example.

    image2017-2-9 14_27_30.png

    • If you wish to review just the Cost Sharing for the grant, enter the Fund range 105 to 106

      image2017-2-9 14_24_42.png

    • If you wish to review just the reimbursable grant charges, enter the Fund range 375 to 395

      image2017-2-9 14_26_23.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 (1).png

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

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