Viewing Budgets
Introduction
This documentation will help you learn to view your budget information in the
SOARFIN system.
FINANCIALS v8.8
Viewing a Budget
Getting Started in PeopleSoft
The PeopleSoft sign-on panel will prompt you to enter information in two fields. Use the
tab key to move to the next field. <Click on>
specified fields.
after entering the data into the
User ID:
The PeopleSoft identification name assigned to you.
Password:
The PeopleSoft password associated with the operator ID.
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Viewing a Budget
View Budgets
Home  Commitment Control  Review Budget Activities  Budgets Overview
The first time:
*Note: You will want to add a new value for each budget you want to view.
<Click on> the Add a New Value link
.
Define an Inquiry Name and <click on> the Add button
.
Every time after that:
Enter the Inquiry Name and <click on> the Search button
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Viewing a Budget
To view budget information:
Description:
Optional.
Business Unit:
Click on the magnifying glass . Enter USM01 and
Lookup button
to search. Choose USM01.
Ledger Group/Set: Defaults to Ledger Group. Accept this value.
Ledger Group:
Choose appropriate selection from the magnifying glass
and Lookup button
search.
APPROP-Highest level budget. Used for Designated
Funds only.
ORG-Use for Organizations/Departmental and Auxiliary
budgets. Provides a greater level of detail than APPROP.
PROJ_GRT-For Designated and Restricted Grants.
PROJ_REV- the revenue budget ledger for designated
funds that have a fund code of 14X30 and 14X40.
REVEST-Estimated Income Budget.
View State Code
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Leave unchecked.
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Viewing a Budget
Budgets:
Display Chart:
If you would like a bar graph included for viewing, <click
on> this option. If you don’t care for a bar graph to be
included for viewing, make sure this option is unchecked.
Type of Calendar:
Defaults to Detail Budget Period. Accept this value.
Select:
Defaults to checked status. Accept this value.
From Budget
Period:
Choose appropriate selection from the magnifying glass
and Lookup button
search.
To Budget Period:
Must be the same as “From Budget Period.”
*Note: If you chose the ledger group PROJ_GRT, you will have the option to “view all”
in order to see the life of the grant.
Include Adjustment Uncheck this option by <clicking on> the defaulted
Period(s):
checked status.
Include Closing
Adjustments:
Defaults to unchecked status. Accept this value.
Account:
Chartfield From
Value:
Leave the defaulted % in this field.
Chartfield To:
Leave the defaulted % in this field.
Chartfield Value
Set:
Leave blank.
Chartfield From
Value:
Enter the Department code.
Chartfield To:
Enter the Department code.
Chartfield Value
Set:
Leave blank.
Dept:
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Viewing a Budget
Fund:
Chartfield From
Value:
Enter the Fund code.
Chartfield To:
Enter the Fund code.
Chartfield Value
Set:
Leave blank.
Program:
Chartfield From
Value:
Enter the Program code.
Chartfield To:
Enter the Program code.
Chartfield Value
Set:
Leave blank.
*Note: If you chose the ledger group of “PROJ_GRT” you will need to enter the
following additional information:
PC Bus Unit:
Chartfield From:
Enter USM01
Chartfield To:
Enter USM01
Project:
Chartfield From:
Enter Project/Grant number
Chartfield To:
Enter Project/Grant number
Activity:
Chartfield From:
Enter 00000 (five 0’s)
Chartfield To:
Enter 00000 (five 0’s)
Budget Status:
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<Click on> Open.
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Viewing a Budget
*Note: Be sure to uncheck the “Closed” and “Hold”
statuses.
<Click on> the Save button
to save this information.
<Click on> the Search button
Budget:
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at the top of the page.
Overall budget amount.
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Viewing a Budget
Expense:
Amount currently paid out of the budget.
Encumbrance:
Amount currently in purchase orders.
Pre-Encumbrance: Amount currently requisitioned.
Budget Balance:
Current budget remaining.
Associate Revenue: Revenue will show up as "Associated Revenue" instead of
an adjustment to the budget total
Available Budget:
Current available budget.
IF YOU NEED TO INVESTIGATE A PARTICULAR EXPENSE:
<Click on> the expense amount link to view the activity log of the particular account in
question.
<Click on> the Download button
to view the information in an Excel Spreadsheet.
OR
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Viewing a Budget
<Click on> the Show All Columns button
*NOTE: Click on the
Quick Time™and a
TIFF(LZW)dec om pres sor
are needed to s ee th is pic tu re.
hyperlink to put it in chronological order.
<Click on> the Drill Down button
to see the voucher.
<Click on> the View Related Links button
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to see all columns.
to view voucher details.
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FINANCIALS v8.8
<Click on> the Go to Source Inquiry link
Viewing a Budget
.
To view payment information, <click on> the Payment Information button
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Viewing a Budget
Printing the Budget Transaction Detail Report
Home  Commitment Control  Budget Reports  Budget Transaction Detail
The first time you pull the report, click on
.
*Note: You may want to add a new value for each budget you in which you want
to run a report.
Enter a Run Control ID of your choice and click
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Viewing a Budget
Business Unit:
Type in USM01 or select it from a list by <clicking
on>
Ledger Group:
Choose appropriate Ledger Group by <clicking on>
.
Transaction Type Option: Defaults in all. Accept this value.
Type:
Leave blank.
Commit Control Date Option: Select Range.
Date From:
Enter appropriate begin date.
Date To:
Enter appropriate end date.
Ledger Type Option:
Choose All or Select.
**If you choose Select:
Commitment Control Ledger Type:
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Select type from menu. Add
types as needed by <clicking
on>
.
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FINANCIALS v8.8
<Click on>
Viewing a Budget
.
CHARTFIELD SELECTION:
Account:
Select this value by clicking in the box . If you want to see all
accounts, leave the
and
blank. If you want to see
specific accounts, <click on> the and choose a value for the
and the
.
Operating Unit:
Leave blank.
Fund:
Select this value by clicking in the box
. Enter your fund code.
Department:
Select this value by clicking in the box
number.
. Enter your department
Program:
Select this value by clicking in the box
number.
. Enter your program
Class Field:
Leave blank.
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Viewing a Budget
Budget Reference:
Leave blank.
Product:
Leave blank.
Project:
Select this value by clicking in the box
number.
Affiliate:
Leave blank.
Fund Affiliate:
Leave blank.
Activity:
Leave blank.
Budget Period:
Leave blank. *IF YOU ARE RETRIEVING GRANT
INFORMATION, DO THE FOLLOWING: Select this value by
clicking in the box . Then, select All by <clicking on>
for the
and the
.
PC Business Unit:
Leave blank.
Source Type:
Leave blank.
Statistics Code:
Leave blank.
<Click on>
.
<Click on>
.
Server Name:
Choose PSUNX.
Type:
Defaults in as Web, accept this value.
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. Enter your project/grant
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Viewing a Budget
Format:
Defaults in as PDF, accept this value.
<Click on>
.
<Click on>
<Click on>
<Click on>
<Click on>
.
.
.
.
Your Budget Transaction Detail Report will appear as a PDF file. Print as needed.
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