Reviewing Data

Summary

In this article, you will learn to review your data in the UGA Budget Management System.

Body

***  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   

The process of reviewing data on a regular basis begins here. Users can review the budget balance of their set financial department. These balances will show, by fund code, for revenue, personal services, and nonpersonal services. There is a requirement to keep each of these positive throughout the year, and a quarterly amendment review will be done prior to quarterly reporting to the BOR using this process.

In this article, you will learn to review your data in the UGA Budget Management System.

1. Step 1

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First, log into the Budget Management System.

Choose the application where you want to review data.

Example shown here: UGABUD menu.

2. Step 2

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Click the Expand icon next to the Forms header.

3. Step 3

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Expand the Form subheading.

Click the Expand icon.

4. Step 4

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Expand the category to see the forms under Amendments.

5. Step 5

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Select a form to review data.

6. Step 6

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The Amendment Review form appears in the workspace. It contains various columns and rows.  The Department column lists the departments and their descriptions.   

7. Step 7

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A [C] beside the Department Description denotes that it is a Control Department.

Reminder: A Control department is where budget checking occurs. Control department will have Transaction [T] departments beneath them.

8. Step 8

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A [CT] beside the Department Description denotes that it is a Control Transaction.

Reminder: A Control Transaction department has transactions occur on it and is where budget check occurs. Control Transaction [CT] departments will have no children departments under them.

9. Step 9

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The Fund column shows the funds and description associated to each department.

10. Step 10

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The Account A400000 column displays Revenues for each department.

11. Step 11

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The Account A500000 column displays Personal Service Expenses for each department.

12. Step 12

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The Account A500000 column displays Personal Service Expenses for each department.

13. Step 13

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If a value is displayed as a negative, a budget amendment is required to fix it.  
 

Details

Details

Article ID: 148928
Created
Sat 9/24/22 10:58 PM
Modified
Fri 8/23/24 2:15 PM