Budget Breakdown

 

The Budget Breakdown page displays a listing of all the individual project budgets that total the amount displayed by category on the Budget Overview page.  Since the Budget Overview page can display many projects rolled up into a budget (for example, Travel), clicking on the budget amount within the Budget Overview page takes the user to the breakdown page.  The page displays the individual fund number, budget amount for the selected category, project title, project and budget start and end dates, sponsor and PI name.

Budget Breakdown Screen Shot

 

Budget Breakdown Main Screen Elements

Information viewed is by default for the current month close date unless dates have been entered in the search criteria.

 

Caption

Type

Description

Last GL Post

Label

The last date when the General Ledger data was received

# Records

Label

Number of records present under the selected category

Fund #

Text

Fund number assigned in the PeopleSoft financial system

Budget Amount

Label

The total amount displayed on this breakdown page

Title

Text

Project title submitted to the research sponsor

Project Start

Text

Start date of the project period

Project End

Text

End date of the project period

Budget Start

Text

Start date of the budget period

Budget End

Text

End date of the budget period

Sponsor

Text

Research Sponsor name

PI Name

Text

Name of Principal Investigators

Category

Label

Category of data within the budget

Total Budget

Text

Budget amount authorized by category and account

Total

Text

Sums Amount column

Budget Breakdown Export Options

Reports can be downloaded by clicking on the available download links.

 

 

 

 

Caption

Type

Description

Budget Breakdown

Label

Displays the Budget Breakdown caption

# Records

Label

Number of records present under the selected category

Category/Account

Label

Category/Account of data within the budget

Amount

Label

The total amount displayed on this breakdown page

As of Date

Text

Date the data is returned from

Fund #

Text

Fund number assigned in the PeopleSoft financial system

Project Title

Text

Project title submitted to the research sponsor

PI Name

Text

Principal Investigator’s name

Sponsor

Text

Research Sponsor name

Budget Start

Text

Start date of the budget period

Budget End

Text

End date of the budget period

Amount

Text

Budget amount authorized by category and account

Total

Text

The sum of the Amount column

Budget Breakdown Navigation

The navigation trail keeps track of the path that the user came in from to allow for easy ‘back’ access to where they came from.  Example:

 

Financial Summary >>Budget Details >> Budget Breakdown

 

The Budget Breakdown page can be accessed from the following pages:

 

 

If the user navigates to the Budget Breakdown page through a details page, the users can navigate to the following pages:

 

 

 

If the user navigates to the Budget Breakdown page through an overview page, the users can navigate to the following pages: