Filtering ChartFields: Regular Filter

***  HYPERION WILL BE DECOMMISSIONED AS OF AUGUST 30, 2024. THESE TRAINING MATERIALS WILL BE UPDATED ONCE THE NEW BUDGET MANAGEMENT AND PLANNING SYSTEM IS LIVE. ***

   Overview   

You can quickly filter displayed information using the chartfield filters on any line item forms.

   Instructions   

  1. Step 1: Click the BUDDEV link in the Applications box.
  2. Step 2: Click the Line Item Position Expense link.
  3. Step 3: Click the Casual Labor form.
  4. Step 4: Click the Collapse Pane button to the left of the Casual Labor form.
  5. Step 5: Select a chartfield that you want to filter.
  6. Step 6: Expand the selected chartfield to find a chartfield value that you wish to filter.
  7. Step 7: Click the Add button.
  8. Step 8: Click the OK button.
  9. Step 9: Chartstrings with the selected chartfield value are displayed.

In this article, you will learn how to use Regular Filter to view the budget-related information about a selected ChartField.

Note: Data has been redacted to protect employee information.

1. Step 1

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First, log into the UGA Budget Management System.

On the UGA Budget Management System HomePage, click the BUDDEV link in the Applications box.

2. Step 2

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The BUDDEV tab is displayed.

To perform line item budgeting activities, in the Form Folder section, use the following navigation:

Forms > Line Item > Personal Expenses > Line Item Position Expense .

Click the Line Item Position Expense link.

3. Step 3

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The forms associated with Line Item Position Expense are displayed in the Form section.

 

4. Step 4

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The Casual Labor section is displayed on the right side of the screen.

To collapse the pane on the left side of the screen and maximize your workspace, click the Collapse Pane button to the left of the Casual Labor form.

5. Step 5

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At the top of the Casual Labor page, select a chartfield that you want to filter.

Example shown here: the Filter Fund: All Fund Types link.

6. Step 6

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The Member Selection dialog box is displayed.

Expand the selected chartfield to find a chartfield value that you wish to filter.

Example shown here: "14100 - Departmental Sales and Service".

7. Step 7

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Click the Add button.

8. Step 8

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The selected chartfield value has been moved to the Alias box on the right.

Click the OK button.

9. Step 9

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Chartstrings with the selected chartfield value are displayed.