

Use YELLOW boxes to make choices
Click GREEN REFRESH button to update data
(some reports Refresh automatically!)

Double Click most rows or columns to
Expand or Collapse detail, or use Expand /
Collapse commands under EPM menu.

CANNOT HARM REPORTS by TRYING THEM
Click Refresh to Update
Click Expand to see detail
Choose Hierarchy
and Fund
Click Collapse
to hide detail
Yellow boxes for choices
Double-Click to Expand or Collapse detail
Any Fund



Account Code Breakdown
Salary Budget Comparison
SOF Trending
Local Funds







Local Budget Exception
Local Budget Threshold
Local Budget Worksheet
Local Class Fund Detail
Local Multi-Year Variance
Local Transfer Budgets
Local Variance Snapshot
State Funds








State Budget Dept Reallocation
Summary
State Budget Exception
State Budget Threshold
State Budget Worksheet
State Class Detail
State Two-Year Budget Flow
State Two-Year Budget Variance
State Variance Snapshot




NINE years of Revenue and Expense Actuals
Account Class – can drill to Account Code
State or Local Funds
Choose any level of Cabinet-Branch hierarchy
Choose Hierarchy and Fund
Report Refreshes
Automatically!
Class Total at bottom






Budgeted FINANCE Salary vs.
Budgeted HR Salary with FTE
Choose and Drill to any Cabinet/Branch level
State or Local Funds
Choose any Fiscal Year
Make sure Finance ORG choice matches HR
ORG choice
Matching totals indicate correct budgeting
These should MATCH
Both sides Expand / Collapse
Matching totals means you’re in balance


Six years of Budgets or Actuals in SOF view
Choose Cabinet/Branch level, Fund level
and Current Fiscal Year
Choose Budget or Actuals
Rows and Columns
DO NOT Expand or
Collapse in this report
Six Years of Data
Click on + to see Revenue





Helps find Budgeting Issues
Local Funds ONLY
Choose any Fiscal Year
Shows all DEPTIDS within Cabinet/Branch chosen
Tests for






Admin Overhead if Revenue budgeted
Budgeted Balance less than Zero
ERE budgeted if Salary budgeted
Transfers budgeted greater than UCA transfers
Budgets if there are prior year actuals
“ERR” indicates possible exception
Rows and Columns
DO NOT Expand or
Collapse in this report





Review DEPTIDs for Budget Compliance
Color-coded indicators
Above / below threshold?
Meets Requirements?
Budgeted?
Status Counter
Choose Cabinet/Branch hierarchy level
Choose Budget Year
Rows and Columns
DO NOT Expand or
Collapse in this report
Status Counter
Threshold indicators
Color-coded compliance





Mimics Local Finance Input Template
Review Cabinet/Branch areas for Budget
issues
Budget Error Checking
Choose Cabinet/Branch, Fund
and Budget Year
Built-in Account Code Breakdown
Rows and Columns DO
NOT Expand or
Collapse in this report
Review entire Cabinet
Budget Error checking
Blue = Review
Built-in Acct Code Breakdown


Budget or Actuals for all Account Classes
Four tabs





Expandable Class Summary
Expandable Cabinet/Branch Summary (Unit view)
Status of Funds (SOF) view
DEPTID Detail listing
Choose Cabinet/Branch and Fiscal Year
Choose Budgets or Actuals
Expand / Collapse
Choose Budget or Actuals
Expand / Collapse
Choose Budget or Actuals
Rows and Columns
DO NOT Expand or
Collapse in this report
Choose Budget or Actuals
Rows and Columns
DO NOT Expand or
Collapse in this report





Three years of Actuals
Two years of Budgets
Budget to Budget variance and percent
Budget to Actual variance and percent
Choose Cabinet/Branch, Fund level
and Budget Year
Rows and Columns
DO NOT Expand or
Collapse in this report
Multiple Years of data
Variances and Percents



Status column to help identify proposed and
completed transfers
Choose Offset DEPTID, Originator ID and Fiscal Year
Additional tabs for UCA and Special transfers
Rows and Columns
DO NOT Expand or
Collapse in this report




Graphical Budget vs Actual review
by Bar Chart and Pie Chart
Color-coded percents to highlight issues
Separate tabs for Expense and Revenue
Choose any Fiscal Year, Cabinet/Branch level
and Local Fund level
Rows and Columns
DO NOT Expand or
Collapse in this report
Color-coded percents
Tabs for Expense and Revenue


Validate that State Budget Reallocations
balance to zero
Choose Cabinet/Branch and Budget Year
Check Reallocation
balance at any ORG level





Helps find Budgeting Issues
State Funds ONLY
Choose any Fiscal Year
Shows all DEPTIDS within Cabinet/Branch chosen
Tests for




ERE budgeted
Travel Out-of-State budgeted
Budgets if there are prior year actuals
“ERR” indicates possible exception
Rows and Columns
DO NOT Expand or
Collapse in this report





Review DEPTIDs for Budget Compliance
Color-coded indicators
Budget Adjustments
Cost share
Meets Requirements?
Budgeted?
Status Counter
Choose Cabinet/Branch hierarchy level
Choose Budget Year
Rows and Columns
DO NOT Expand or
Collapse in this report
Status Counter
Color-coded compliance





Mimics State Finance Input Template
Review areas for Budget issues
Budget Error Checking
Choose Cabinet/Branch, Fund level
and Budget Year
Built-in Account Code Breakdown
Rows and Columns DO
NOT Expand or
Collapse in this report
Review entire Cabinet
Budget Error checking
These should match
Blue = Review
Built-in Acct Code Breakdown


Budget or Actuals for all Expense Classes
Three tabs




Expandable Summary (Unit view)
Expandable Status of Funds (SOF) view
DEPTID Detail listing
Choose Cabinet/Branch and Fiscal Year
Choose Budget or Actual
Expand / Collapse
Choose Budget or Actual
Expand / Collapse Rows or Columns
Choose Budget or Actual
Rows and Columns
DO NOT Expand or
Collapse in this report

Follow the State Budget Flow thru two years,
including…




Perm and Temp Pre-Lock Budget Adjustments
Reallocations
Perm and Temp Post-Lock Changes
Choose Cabinet/Branch and Fiscal Year
Choose both years
Follow the flow
Rows and Columns
DO NOT Expand or
Collapse in this report



Two Year Actuals and Budget Variance
Includes UCA Adjustments
and Department Reallocations
Choose Cabinet/Branch and Fiscal Year
Rows and Columns
DO NOT Expand or
Collapse in this report
Budget to Budget Variance




Graphical Budget vs Actual review
by Bar Chart and Pie Chart
Color-coded percents to highlight issues
Choose Cabinet/Branch and Fiscal Year
Choose Current or Adopted Budget
Rows and Columns
DO NOT Expand or
Collapse in this report
Color-coded percents