budget control vs budget used instruction...
TRANSCRIPT
Budget Control vs Budget Used
This report shows your control budget versus the budget you’ve spread and are planning on using.
Log into Hyperion using the following navigation: PeopleSoft > Main Menu > Budgeting > UF Hyperion
Budgeting
Once in Hyperion if you have the HomePage set to default you can get to the reports from the Workspace
Pages box by clicking on the Reports Folder. The Explore tab will automatically open with the reports
available.
If you have the application (UBO_PSPB) set to default you can get to the reports from the Explore Link then
find Shared Workspace Pages in the left hand column and click the plus sign to open where you will find the
Reports folder which you will then click to get the reports.
Double Click on the Budget_Control_vs_Budget_Used report.
The report will open and prompt you for your Entity and Fund – Budget Reference – Source of Fund
combination.
To search click the Go to Member Selection icon.
After you click the Go to Member Selection icon the Members Tree opens. Click the + icon next to Entity, +
icon next to Total UF, + icon next to the Senior VP or VP area, and so on and so forth until you get to the level
you would like. In this example we will select the College of Liberal Arts and Sciences. Please note the
maximum number of rows showing is 20 so if you have a search option that is further down than 20 you will
need to use the next option or change the rows per page from 20 to a larger number.
Click for more options
Use the drop down to change your
total rows per page
After you choose your search criteria you will need to send it over to the search prompt by clicking on the right
facing arrow.
You will now see that Liberal Arts and Sciences has been selected along with the Entity.
You will want to move the Entity back over in the member selection otherwise you will not only run the report
for Liberal Arts and Sciences, but for the entire University. To move the Entity back over select it scroll down
and click the left facing arrow.
You will now see that you only have Liberal Arts and Sciences selected. You can now click the OK button to
move on to the next prompt option.
Now you need to follow the same process as above to make your selection for your Fund Budget Reference
Source of Fund combination.
Finally, now that you have your search options click the OK button to run your report.
It will process and your report will open.
You can also export this report into Excel. Once your report has opened go to File > Export > Excel.
The report will open in Excel and may open as a popup window behind Hyperion so please keep an eye out for
it on your task bar.
When you go back into Hyperion you will notice that you now have a blank tab with the heading
Budget_Control_vs_Budget_Used. You can close this blank tab by clicking on the x in the upper right hand
corner of the tab.