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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

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

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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

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Hide fields you do not want displayed

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

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Click OK to accept your changes

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Review the results and select Personalize to make any additional adjustments

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

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