Finding your Budgets and Balances in the UGA Budget Management System

Summary

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.

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

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 ChartFields that make up each of the budgeted Chartstrings
The current budget amount
The encumbrances against the chartstring
The actual amount charged to the chartstring
The balance of the budgeted amount

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.

1. Step 1

Within your preferred browser, enter "oir.uga.edu" in the url bar.

2. Step 2

The Central Authentication Service login page is displayed.

With your UGA MyID and password in the Username and Password fields, click the LOGIN button.

3. Step 3

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.

5. Step 5

To limit results to the Budget Management, click the Platform drop-down menu.

6. Step 6

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.