You can check the budget and balance amount of a specific chartstring in the UGA Budget Management System.
This report is run in the UGA Budget Management System. For each budgeted chartstring, you will see:
The report covers all of the current fiscal year.
In this article, you will complete the steps to review your department's budget and balance amounts for a specific chartstring in the UGA Budget Management System.
Within your preferred browser, enter "oir.uga.edu" in the url bar.
The Central Authentication Service login page is displayed.
With your UGA MyID and password in the Username and Password fields, click the LOGIN button.
The Available Reports page is displayed. The data visualization at the top of the page shows the number of available reports by Area of Functionality.
In the Search Available Report section, you can use the Keyword Search function. You can also narrow your results by selecting the appropriate filters from the Name, Functional Description, Technical Name, User Role, Platform, and Area of Functionality drop-down menus.
To limit results to the Budget Management, click the Platform drop-down menu.
The Platform drop-down list is displayed with OneUSG Connect Query, Simpler, UGA Budget Management, UGA Data Warehouse, and UGA Financial Management Query.
Click the UGA Budget Management link.
Click the Search button.
A list of reports is displayed for the UGA Budget Management System.
Your departmental chartstring balances are available in the Chartstring Budget Detail report .
Click the Chartstring Budget Detail link.
The UGA Budget Management System Log On page is displayed.
With your MyID credentials in the User Name and Password fields, click the Log On button.
The UGA Budget Management System Workspace is displayed.
To view available options, click the Explore button.
The Folders tab is displayed.
Click the expansion arrow to the left of the UGA Reports (Current) folder.
Click the Department folder to view available reports.
The list of Department reports is displayed.
From the list of reports, click the Chartstring Budget Detail Report.
Enter D followed by your Department number in the Enter D then the DepartmentID field.
Example shown here: "D32001001" in the Enter DepartmentID field.
To run the report for your department, click the OK button
The Chartstring Budget Detail report is displayed. On this page, you can view all budget amount combinations in the Fund, Program, Class, Account, Location and ChartField 1 columns for the selected department.
Note: The Budget Management System pulls data from the Data Warehouse via the Financial Management System nightly. Budget Journals and transfers will show up in this report the next day once through the approval process.