Viewing Budget Balances in the UGA Financial Management System

Summary

In this article, you will run a query to view Budget Balances.

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   

In this article you will run a query to locate and view Budget Balances. You will also learn to download the file to an Excel Spreadsheet.

In this article, you will run a query to view Budget Balances. 

1. Step 1

step image

First, log into the Financial Management System.

Click the Employee Self Service dropdown button to activate the menu.

2. Step 2

step image

Click the UGA Financials link.

3. Step 3

step image

Click the Query Viewer tile.

4. Step 4

step image

The Query Viewer Search page is displayed.

Click the Advanced Search link.

5. Step 5

step image

For this query, you will search by Query Name.

In the Query Name field, click the drop-down arrow to choose an operator value.

6. Step 6

step image

Click the contains list item.

7. Step 7

step image

The Query Viewer page opens so that you can search for the query you need.

Note : If you have already added it to your My Favorite Queries list, you can run the query from there without searching.

In the Query Name field, enter "UGA%Budget".

8. Step 8

step image

Click the Search button.

9. Step 9

step image

The Query is shown in the list. If necessary, scroll down the page to find the BUDGET Query.

10. Step 10

step image

Once you have located the BUDGET BALANCE query, click the HTML option to see the report online.

11. Step 11

step image

The Query Parameters page is displayed. This page is used to enter the reporting parameters you wish to use to search for your query.

In this example, you will use the Dept field to search for your query.

To clear the field, press [Delete] to continue.

12. Step 12

step image

Enter appropriate information into the Dept  field.

The number you enter into the Dept field will determine the number of results being returned. Example shown here: You will search for all departments that start with 32. 

" 32% " in the Dept field.

13. Step 13

step image

Click the View Results button.

14. Step 14

step image

The Query Results are displayed.

You can also use hyperlinks on the page to download the data to an Excel Spreadsheet.

15. Step 15

step image

Click the Excel Spreadsheet link.

16. Step 16

step image

You may receive a message at the bottom of the page asking you if you want to open or save the query.

Click the Open button.

17. Step 17

step image

Click the Allow button.

18. Step 18

step image

The Excel spreadsheet opens in a new window.

19. Step 19

step image

You can save the file to your desktop or close the file to return to the Query Viewer page.

 

Details

Details

Article ID: 151495
Created
Sun 9/25/22 10:09 AM
Modified
Mon 8/19/24 4:01 PM