Dashboard - Department

PeopleSoft Financials 9.2

• Select the Budget Management homepage

  

• Select the Department Budget Dashboard tile

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• Enter the appropriate Budget Period (i.e. FY2017 = Academic Year 2016-2017)

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• Choose Create / Modify groups of departments

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• Enter the name of the Group you are creating

• Enter your 5-digit Department number

• For multiple departments, hit the + button (at the department level) and add a row for each additional department

• Select Save & Return

  

• Use the  button at the Group level to add/remove groups

• Use the  button at the Department level to add/remove departments

• Use the  button to search for valid values

• Use the  navigation to toggle between groups

• Use the drop-down to choose the Group you wish to review

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The resulting screen should look similar to this example.

  

• Use the icon to download a grid to Excel
• Use the button to drill down to the transaction level

The dashboard shows only the operating portion of a department budget. To review the compensation portion of a department budget, use the Budget Overview tool.

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