Filtering ChartFields: Quick Filter

   Overview   

You can take advantage of the quick filter feature in the UGA Budget Management System to assist you as you view budget information.

   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: View the information by Department, Fund, Class, Program, Location, ChartField1, and Project.
  6. Step 6: Right-click the appropriate Department. 
  7. Step 7: Click the Quick Filter Department link.
  8. Step 8: The Quick Filter Department Casual Labor page is displayed.
  9. Step 9: Click the Return to Previous Form link.
  10. Step 10: The previous page is displayed.

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

1. Step 1

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First, log into the 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 Line Item Position Expense forms are displayed in the Form section.

Click the Casual Labor form.

4. Step 4

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The Casual Labor form 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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On the Casual Labor page, you will see the information by Department, Fund, Class, Program, Location, ChartField1, and Project for both the current fiscal year and the next fiscal year.

6. Step 6

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To perform a quick filter, right-click the appropriate Department.  

Example shown here: "20203160 - TCB-FTMBA-Dept. Admin" department.

7. Step 7

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The pop-up menu is displayed.

Click the Quick Filter Department link.

8. Step 8

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The Quick Filter Department Casual Labor page is displayed.

On this page, you can view all budget related information about the selected department. If needed, scroll right to see all of the information.

9. Step 9

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After viewing the information, rick-click anywhere on the page to open the pop-up menu.

Click the Return to Previous Form link to return to the Casual Labor page and perform other activities.

10. Step 10

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The previous page is displayed.

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Details

Article ID: 150271
Created
Sat 9/24/22 11:38 PM
Modified
Fri 1/5/24 5:13 PM