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PeopleSoft Financials 9.2            

  • Select the Budget Management homepage

  

  • Choose the Budgets Overview tile

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

  • 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 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 @#$%&*!
 

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


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


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

  

  • 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

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