Budget Overview - Personalize

PeopleSoft Financials 9.2

Run Budget Overview (Budget Overview - Department or Budget Overview - Grant)

Select Personalize within the Budget Overview Results panel

Establish Sort Order by selecting the field to be used for sorting and click on the Add to Sort arrow

**  **

Establish Column Order by selecting a field and moving it up/down in the order using the Move Up/Move Down arrows, repeat for each field of interest

Hide fields you do not want displayed

Freeze columns you want to remain displayed when you scroll to the right

Click OK to accept your changes

Review the results and select Personalize to make any additional adjustments

**
**

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