Budget Module Overview
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2017 |
Budget Module Overview
This article will provide you with a brief overview of the Budget module in Self-Service. Learn how to login and navigate the system.
1. Login to the portal. |
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2. Click the Self Service icon. |
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3. On the left-navigation menu locate and click the Daily Work icon, which looks like a briefcase. |
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4. A drop down menu will appear. Click Financial Management. Then click Budget. Your Budget is where you will see your Cost Centers. It may take a few seconds to load based on how many Cost Centers you have access to.
*Note: Clicking Financial Management Overview will take you to the Budget, but with added steps. It is recommended that you click Budget to avoid the added steps. |
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5. You will now see all of the Cost Centers/General Ledgers (GL) that you have access to. You will see the following columns:
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6. You can change from the 'My Cost Centers' to the 'Object View' to see a breakdown of your budget by types including Revenue, Expense, Asset, and Liability |
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7. Click a specific item in your Cost Center to view more information about that item. |
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8. Use the "breadcrumb trail" to go back to your Cost Centers. |
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9. Use the first drop down menu in the upper right corner to change the Fiscal Year of the GL that you a viewing. |
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10. Use the second and third icons to change how you View the GL. |
Bar Graph View - List View -
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11. Use the Export feature to export the content as a CSV file that you can save to your computer and manipulate in Excel. |
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12. Use the Filter feature to filter specify what you want to view. |
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