Budget Discovery (When & Which)

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The Budget Discovery method can be used when the when (month, year) and which (budget line) of a timesheet or expense are known.

Budget Summary View

1. Click any linked item to view the Budget Month page.
2. Use the dropdown to change the fiscal year being viewed.
3. Click Print to print the currently viewed Budget Summary

Budget Month View

The Budget Month view shows the intersection of a given budget line with a given month. It provides summary data and list of all items that contribute to the total of a given Budget Month.

 

1. Use the dropdowns to quickly navigate between fiscal years, fund types, budget lines, and months without returning to the Budget Summary.
   *Click Change to refresh the page according to the new dropdown selections.
2. This section provides a summary of information for the given budget line and month. These include:
   • Month Total - total dollar amount spent on the budget line in the currently Mth Ttl
   • Total Budget - total dollar amount allocated for the budget line for the fiscal year
   • Total Spend - total dollar amount spent on the budget line from the start of Ttl Sd
   • Available Spend - total dollar amount remaining in the budget for the budget line for the fiscal year
   • Percent Remaining - percent of the budget line’s Total Budget remaining for Pt Rii of Total Budget)
3. Select an item to view the Item Detail page.