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.
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 |
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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 |
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:
Links
Budget Overview by clicking on the any category/account under Budget
Grants/Contract Budget Details by clicking on the any category/account under Budget.
If the user navigates to the Budget Breakdown page through a details page, the users can navigate to the following pages:
Sub-Modules
Project Details
Contract Details
Salary Details
Transaction Details
Expense Details
Projections
Agreement Summary
Financial Summary
If the user navigates to the Budget Breakdown page through an overview page, the users can navigate to the following pages:
Sub-Modules
Transaction Overview
Salary Overview
Expense Overview
Budget Overview
Agreement Summary
Financial Summary