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PeopleSoft Financials 9.2            

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    Select the Budget Management homepage

  

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    Choose the Budgets Overview tile

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

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    If you are new to Budget Overview, on the Add a New Value tab enter an Inquiry Name and hit Add

  

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    Complete the following fields:

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      Enter a Description

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

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      Enter a Dept (5-digit numeric)

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      Enter a Fund Chartfield Value Set of 100AND385 (see image below)

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    Hit Save

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    Hit Search 


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


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The resulting screen should look similar to this example.


Tip
  • 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


  


Tip
  • Use the icon to download a grid to Excel
  • Click on the amounts to get detailed transaction information


Tip
  • Want to eliminate some columns? Choose Personalize, select the columns you want hidden and click on the Hidden checkbox. Hit Ok



Note

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