Job Aid
Budget_Inquiry_Grants with Revenue
Step
Action
1.
Click the Main Menu button.
2.
Click the Commitment Control menu.
3.
Click the Review Budget Activities menu.
4.
Click the Budgets Overview menu.
5.
Click the Add a New Value tab.
6.
Enter the desired information into the Inquiry Name field. Enter "GRANTSREV".
7.
Click the Add button.
8.
Click in the Description field.
9.
Enter the desired information into the Description field. Enter "Grant Budgets with
Revenue".
10.
Click the Ledger Group list.
11.
Click the Ledger Inquiry Set list item.
12.
Click the Look up Ledger Inquiry Set (Alt+5) button.
13.
Click the DETAIL link.
14.
Unselect the Budget Criteria Lines with Calendar ID AB.
Click the Select option.
15.
Click the Select option.
Date Created: 8/31/2012 11:22:00 AM
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Job Aid
Step
Action
16.
Click the Include Closing Adjustments option.
17.
Click the Include Closing Adjustments option.
18.
Click the Look up ChartField From Value (Alt+5) button.
19.
Click in the Project field.
20.
Project codes for externally-funded grants (both those funded by government and by
private sources) usually begin with "27."
Grants with revenue are typically those that are funded by a foundation or another private
(vs. government) source.
Enter the desired information into the Project field. Enter "27".
21.
Click the Look Up button.
22.
Click the scrollbar.
23.
Click the Murdock-Female Evolution link.
24.
Click the Save button.
25.
Click the Search button.
26.
Click in the Max Rows field.
27.
Change the default Max Rows to 999 to be sure to display correct totals and all lines/rows
(accounts) in your budget.
Enter the desired information into the Max Rows field. Enter "999".
28.
Use the vertical (right side) and horizontal (bottom) scroll bars to move around the page.
For an explanation of how to interpret this Inquiry Results page, please see the handouts
from the Budget Admin I and II training sessions on the PeopleSoft Help
resources/handout page.
Click the scrollbar.
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Date Created: 8/31/2012 11:22:00 AM
Job Aid
Step
29.
Action
Move the bottom horizontal scroll bar to the right to see the "revenue side" of the Inquiry
Results page.
Click the scrollbar.
30.
Click the scrollbar.
31.
Revenue account codes begin with 4xxxx and revenue transfer accounts begin with 90xxx.
For grants converted from the old (Banner) system (like this one), 3xxxx "net asset"
accounts are included to report an inception to date balance in PeopleSoft.
To move to the revenue section of the budgets overview results table:
Click the scrollbar.
32.
You can drill into both revenue and expense amounts (any underlined amount).
Click the 48,500.000 link.
33.
Click the Drill Down button.
34.
Click the OK button.
35.
Click the OK button.
36.
You can sort ascending or descending on any of the columns by clicking on the column
heading.
Click the ChartField 1 column header.
37.
Click the Account column header.
38.
You can drill into further detail by clicking on any underlined amount.
Click the 20,000.000 link.
39.
At the Activity Log page, you can drill still further into the detail of a transaction by
clicking the "Drill Down" icon/button.
Click the Drill Down button.
40.
To return to the previous screen:
Click the OK button.
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Step
41.
Action
Further example/practice in drilling into transactions:
Click the Drill Down button.
42.
Click the OK button.
43.
To return to the Budgets Overview page:
Click the OK button.
44.
Another example of drilling into detail amounts.
Click the 18,000.000 link.
45.
Click the Drill Down button.
46.
Click the OK button.
47.
Click the OK button.
48.
To perform another search on a different grant:
Click the Return to Criteria link.
49.
Be sure to save your search to use again!
Click the Save button.
50.
To return to the Budgets Overview saved search page:
Click the Budgets Overview link.
51.
To find your current Saved Searches:
Click the Search button.
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Job Aid
Step
52.
Action
The searches you have created and saved will be displayed. Click on the saved search you
wish to run.
When you are done, to return to the main menu:
Click the Home link.
53.
This completes the demonstration of a basic budget Inquiry to see a Grant budget with
both revenue and expense.
End of Procedure.
Date Created: 8/31/2012 11:22:00 AM
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