The Budgeted vs Allocated Amounts Resident Instruction report in the UGA Budget Management System will generate an error if user settings are not properly configured. This article shows how to properly configure user settings so the report runs correctly.
In this article, you will learn to correct a common execution error when trying to run the Budgeted vs Allocated Amounts report in the UGA Budget Management System.
First, log into the Budget Management System.
An error message can appear when attempting to run the Budgeted vs Allocated Amounts report in the UGA Budget Management System due to a conflict with user settings.
On the Budget Management System homepage, use the following navigation:
File > Preferences...
Click the Preferences... link.
The Preferences pop-up window is displayed.
Click the Financial Reporting button.
The Financial Reporting options are displayed.
Under the User Point of View: Preview heading, select the On option.
Click the OK button.
You are returned to the Budget Management System homepage.
To view available reports, click the Explore button.
The Explore tab is displayed. To access the Budgeted vs Allocated Amounts report, navigate to:
UGA Reports (Current) > BPSS
From the list of displayed resports in the folder, double-click the Budgeted vs Allocated Amounts Resident Instruction link.
The Preview User Point of View pop-up window displays. You can select the members with which you want to run the report, such as Program, Location, Class, etc.
Note: Scroll as needed to view additional options.
Click the Select... button to the right of the Transfer field.
The Members tab is displayed for Transfer data.
Click the Expansion Arrow to the left of Transfer .
Click to select the Transfer Total option.
The Transfer Total option is now displayed in the Transfer field.
The Respond to Prompts page is displayed.
Enter the appropriate department(s) in the Enter Financial Units: field.
The report results are displayed.