Viewing the Budget Overview Page

In this topic, you will learn how to view the budget overview page.

Steps:

1. Begin bu navigating to the Budgets Overview page.

    

   Click the Main Menu button.

   Step 1

2. Click the Commitment Control menu.

   Step 2

3. Click the Review Budget Activities menu.

   Step 3

4. Click the Budgets Overview menu.

   Step 4

5. Click the Add a New Value tab.

   Step 5

6. If a Run Control ID does not exist, enter something that you can easily remember.

   Step 6

7. Enter the desired information into the Inquiry Name field.

    

   Enter "Grant_Inquiry".

   Step 7

8. Click the Add button.

   Step 8

9. Click the Ledger Group button.

   Step 9

10. Click the CG_EXPENSE link.

    Step 10

11. Use the scrollbar to view additional information on the page.

    Step 11

12. When entering Chartfield Criteria be sure to enter the same Project ID in the Chartfield  From Value field and the Chartfield To field. This will ensure the information retrieved is specific to the Project you want to view budget overview information for.

    Step 12

13. Click the Look up ChartField From Value (Alt+5) button.

    Step 13

14. Click the 10001001 link.

    Step 14

15. Click the Look up ChartField To (Alt+5) button.

    Step 15

16. Click the 10001001 link.

    Step 16

17. Click the Save button.

    Step 17

18. Use the scrollbar to view additional information on the page.

    Step 18

19. Click the Search button.

    Step 19

20. Be sure to pay attention to the Direct Cost, Indirect Costs, and Cost Share columns.

    Step 20

21. Click the Home link to begin a new navigation.

    Step 21

Congratulations, you have successfully learned how to view the budget overview page.

Table of Contents  Start Topic