Budget Center

Used for Fiscal Budgeting
Information for a rolling 5 years, including the current fiscal year
Data updates overnight
Includes data from Colleague, Budget Transfer Center, and PeopleSoft Payroll
User is awarded access to only the funds and units relevant to their duties

Visit Budget Center Training to learn more about the required training for this package, and how to request access.

Budget Center - Frequently Asked Questions are also available.

Budget Center > Dashboards

Unit Dashboard

*Does not include Foundation Funds.

Unit Summary Tab - Review amount of Current Budget, Expense, Encumbrance and Current Budget available for use. Summary of Current Budget – Expense – Encumbrance = Available Budget, by Fund Type and Fiscal Year. Presented in table and pie chart format.

FY Trends Tab - Study the trend of Current Budget and Expenditures over the most recent five Fiscal Years for each Fund Type. Current Budget and Expenditures (operating and personnel) for each of the current and prior four Fiscal Years for each Fund Type. Presented in bar chart format.

Unit Revenue and Expense

*Does not include Foundation Funds.

Expenses by Object Tab - Review the amount of Expenditures for each Fund Type by Object. Expenditures (operating and personnel) by Object and Fund Type for the current and prior four Fiscal Years. Presented in table and pie chart format.

Revenues by Category Tab - Review the amount of Revenues for each Fund Type and Category. Revenues by Category (based on Cusas Code) and Fund Type for the current and prior four fiscal years. Presented in table and pie chart format.

Expenses by Month Tab - Review the amount of Expenditures by month for each Fund Type. Expenditures (operating and personnel) by month and Fund Type for the current and prior four Fiscal Years. Presented in table and pie chart format.

Revenues by Month Tab - Review the amount of Revenues by month for each Fund Type. Revenues by month and Fund Type for the current and prior four Fiscal Years. Presented in table and pie chart format.

Budget Center > Reports

Employee Position Funding

Employee Position Funding By Employee

Position funding information by Employee for each position held during the fiscal year. Can be run by FY, Employee (Search by Name or ULID).

Employee Position Funding by Unit

Position funding information by Employee for each position held during the fiscal year for the unit selected. Can be run by FY, Division/Level, Group Unit.

Agency

Agency (Top Level)

Contains links to "drill through" reports
Comprehensive financial data summarized by Unit

Agency – All Details

Financial data in detail for Revenue; Cash Balance; Operating: Budget Transfers, Expenditures, and Encumbrances; Personnel: Budget Transfers, Expenditures, and Encumbrances.

Agency – Expenditures

List of expenditures.

Agency – Revenue

List of revenue transactions.

Agency - Revenue by Date Range

List of revenue transactions by date range.

Agency Operating – Budget Transfer Details

Details of budget transfers for reference number selected.

Agency Operating – Current Budget

Contains link to Agency Operating – Budget Transfer Details
Opening Budget, Budget Transfers and Current Budget information provided in sections with subtotals.

Agency Operating - Object Code Detail

Lists of Expenditure and Encumbrance transactions.

Agency Operating – Umbrella Level

Contains link to Agency Operating - Object Code Detail
Lists of Operating data provided in two sections:

Budget - Opening Budget, Budget Transfers and Current Budget information
Expenditures by Object Code - Expenditures by Umbrella/Object with amount encumbered

Agency Operating – Umbrella Level Encumbrances

List of Encumbrance transactions.

Agency Operating – Umbrella Level Expenditures

List of Expenditure transactions.

Agency Operating - Umbrella Level Expenditures by Date Range

List of Expenditure transactions by Date Range.

Agency Personnel – Budget Transfer Details

Details of Personnel Budget Transfers for reference number selected.

Agency Personnel – Current Budget

Contains link to Agency Personnel – Budget Transfer Details
Opening Budget, Budget Transfers and Current Budget information provided in sections with subtotals.

Agency Personnel – Encumbrances by Employee

List of Personnel Encumbrance details.

Agency Personnel – Expenditures by Employee

List of Personnel Expenditure details.

Agency Personnel - Expenditures by Employee Date Range

List of Personnel Expenditure details by Date Range.

Agency Personnel – Position/Employee Details

Details of Employee Personnel Expenditures and Encumbrances presented in separate sections.

Agency Personnel – Position/Employee Summary

Contains link to Agency Personnel –Position/Employee Details
Personnel Expenses and Encumbrances summarized by Employee/Position number.

Bond

Bond Revenue (Top Level)

Comprehensive financial data summarized by Unit.

Bond Revenue – All Details

Operating and Personnel financial data in detail for Revenue; Operating: Budget Transfers, Expenditures, and Encumbrances; Personnel: Budget Transfers, Expenditures, and Encumbrances.

Data returned: Lists of detailed data in separate tabs as listed above. When exporting data into Excel the data from each tab as you move across the top of screen will be presented in a separate worksheet in Excel.

Bond Revenue – Revenue

List of revenue transactions.

Bond Revenue – Revenue by Date Range

List of revenue transactions by date range.

Bond Revenue Operating – Budget Transfer Details

Details of Operating Budget Transfers for Reference # selected.

Bond Revenue Operating – Current Budget

Operating Opening Budget, Budget Transfers and Current Budget information provided in sections with subtotals. Contains three tabs: Opening Budget, Budget Transfers, Current Budget. With a link to Bond Revenue Operating – Budget Transfer Details.

Bond Revenue Operating - Object Code Detail

Lists of Operating Expenditure and Encumbrance transactions.

Bond Revenue Operating – Object Level Encumbrances

List of Operating Encumbrance transactions.

Bond Revenue Operating – Object Level Expenditures

List of Operating Expenditure transactions.

Bond Revenue Operating – Object Level Expenditures by Date Range

List of Operating Expenditure transactions by date range.

Bond Revenue Operating – Object Summary

Lists of Operating data provided in two sections:

Budget - Opening Budget, Budget Transactions and Current Budget information
Expenditures by Object Code - Expenditures by Object Code with amount encumbered

Contains links to Bond Revenue Operating - Budget Transfer Details and Bond Revenue Operating – Object Code Details.

Bond Revenue Personnel – Budget Summary

Personnel Budget and Employee Expenditure/Encumbrance data presented in two sections: Budget - Opening Budget, Budget Transfers and Current Budget information; Employees. Contains links to Bond Revenue Personnel - Budget Transfer Details and Bond Revenue Personnel –Position/Employee Details.

Bond Revenue Personnel – Budget Transfer Details

Details of Personnel Budget Transfers for reference number selected.

Bond Revenue Personnel – Current Budget

Personnel Opening Budget, Budget Transfers and Current Budget information provided in sections with subtotals. Contains three tabs: Opening Budget, Budget Transfers, Current Budget. Contains link to Bond Revenue Personnel – Budget Transfer Details.

Bond Revenue Personnel – Encumbrances by Employee

List of Personnel Encumbrance details.

Bond Revenue Personnel – Expenditures by Employee

List of Personnel Expenditure details.

Bond Revenue Personnel – Expenditures by Employee by Date Range

List of Personnel Expenditure details by date range.

Bond Revenue Personnel – Position/Employee Details

Details of Employee Personnel Expenditures and Encumbrances presented in separate sections. Contains link on Position Number to Agency Personnel – Position/Employee Details.

Course Budget

Course Budget Details

Identify Course details, Instructor and Budget related items for the Terms and Departments selected. Used to determine budget request for instructional cost.

Course Budget Details Secondary

Identify Course details, Secondary Instructor and Budget related items for the Terms and Departments selected. Used to determine budget request for instructional cost for non Primary instructors.

Course Details - STT/IDS

Identify Course details and Instructor for the Terms and Subject (STT/IDS) selected.

Foundation

Foundation (Top Level)

Contains links to "drill through" reports
Comprehensive financial data summarized by Unit

Foundation – All Details

Financial data in detail for Personnel Expenditures and Encumbrances.

Lists of detailed data in separate tabs as listed above. When exporting data into Excel the data from each tab as you move across the top of screen will be presented in a separate worksheet in Excel.

Foundation Personnel – Encumbrances by Employee

List of Personnel Encumbrance details.

Foundation Personnel – Expenditures by Employee

List of Personnel Expenditure details.

Foundation Personnel – Expenditures by Employee by Date Range

List of Personnel Expenditure details by date range.

Foundation Personnel – Position/Employee Details

Details of Employee Personnel Expenditures and Encumbrances presented in separate sections.

Foundation Personnel – Position/Employee Summary

Contains link to Foundation Personnel – Position/Employee Details
Personnel Expenses and Encumbrances summarized by Employee/Position number.

General Revenue

General Revenue (Top Level)

Contains links to "drill through" reports
Comprehensive financial data summarized by Unit.

General Revenue – All Details

Financial data in detail for Operating: Budgets, Budget Transfers, Expenditures, and Encumbrances;
Personnel: Budgets, Budget Transfers, Expenditures, and Encumbrances.
Data returned: Lists of detailed data in separate tabs as listed above. When exporting data into Excel the data from each tab as you move across the top of screen will be presented in a separate worksheet in Excel.

General Revenue Operating – Budget Transfer Details

Details of budget transfers for reference number selected.

General Revenue Operating – Current Budget

Opening Budget, Budget Transfers and Current Budget information provided in sections with subtotals.

General Revenue Operating - Object Code Details

Lists of Expenditure and Encumbrance transactions.

General Revenue Operating – Permanent Budget

Contains link to GR Operating – Budget Transfer Details
Opening Budget, Budget Transfers and Current Permanent Budget information provided in sections with subtotals.

General Revenue Operating – Umbrella Level

Contains link to GR Operating - Budget Transfer Details and GR Operating – Object Code Detail Opening Budget, Budget Transfers, Current Budget and Expenditure by Object Code information provided in sections with subtotals.

General Revenue Operating – Umbrella Level Encumbrances

List of Encumbrance transactions within the Umbrella Object selected.

General Revenue Operating – Umbrella Level Expenditures

List of Expenditure transactions within the Umbrella Object selected.

General Revenue Personnel – Budget Summary

Contains link to GR Personnel - Budget Transfer Details and GR Personnel –Position/Employee details Personnel Budget and Employee Expenditure/Encumbrance data presented in two sections: Budget (Opening Budget, Budget Transactions and Current Budget information) and Employees.

General Revenue Personnel – Budget Transfer Details

Details of Personnel Budget Transfers for reference number selected.

General Revenue Personnel – Current Budget

Contains link to GR Personnel – Budget Transfer Details
Opening Budget, Budget Transfers and Current Budget information provided in sections with subtotals.

General Revenue Personnel – Encumbrances by Employee

List of Personnel Encumbrance details within the Personnel Budget Type selected.

General Revenue Personnel – Expenditures by Employee

List of Personnel Expenditure details.

General Revenue Personnel – Permanent Budget

Contains link to GR Personnel – Budget Transfer Details
Opening Budget, Budget Transfers and Current Permanent Budget information provided in sections with subtotals.

General Revenue Personnel – Position/Employee Details

Details of Employee Personnel Expenditures and Encumbrances presented in separate sections.

Grants and Contracts

Grants and Contracts (Top Level)

Contains links to "drill through" reports
Comprehensive financial data summarized by Unit.

Grants and Contracts – All Details

Financial data in detail for Operating: Budget Transfers, Expenditures, and Encumbrances; Personnel: Budget Transfers, Expenditures, and Encumbrances.
Data returned: Lists of detailed data in separate tabs as listed above. When exporting data into Excel the data from each tab as you move across the top of screen will be presented in a separate worksheet in Excel.

Grants Operating – Budget Transfer Details

Details of budget transfers for reference number selected.

Grants and Contracts Operating – Current Budget

Contains link to Grants Operating – Budget Transfer Details
Opening Budget, Budget Transfers and Current Budget information provided in sections with subtotals.

Grants and Contracts Operating - Object Code Detail

Lists of Expenditure and Encumbrance transactions.

Grants and Contracts Operating – Umbrella Level

Contains link to Grants Operating - Budget Transfer Details and Grants Operating – Object Code Detail
Lists of Operating data provided in two sections:

Budget - Opening Budget, Budget Transfers and Current Budget information
Expenditures by Object Code - Expenditure transactions with amount encumbered

Grants and Contracts Operating – Umbrella Level Encumbrances

List of Encumbrance transactions within the Umbrella Object selected.

Grants and Contracts Operating – Umbrella Level Expenditures

List of Expenditure transactions within the Umbrella Object selected.

Grants and Contracts Operating – Umbrella Level Expenditures by Date Range

List of Expenditure transactions within the Umbrella Object selected with date range prompt.

Grants and Contracts Personnel – Budget Transfer Details

Details of Personnel Budget Transfers for reference number selected.

Grants and Contracts Personnel – Current Budget

Contains link to Grants Personnel – Budget Transfer Details
Opening Budget, Budget Transfers and Current Budget information provided in sections with subtotals.

Grants and Contracts Personnel – Encumbrances by Employee

List of Personnel Encumbrance details.

Grants and Contracts Personnel – Expenditures by Employee

List of Personnel Expenditure details within the Personnel Budget Type selected.

Grants and Contracts Personnel – Expenditures by Employee by Date Range

List of Personnel Expenditure details within the Personnel Budget Type selected by date range.

Grants and Contracts Personnel – Position/Employee Details

Details of Employee Personnel Expenditures and Encumbrances presented in separate sections.

Grants and Contracts Personnel – Position/Employee Summary

Contains link to Grants Personnel – Position/Employee Details
Personnel Expenses and Encumbrances summarized by Employee/Position number.

INTO

INTO Joint Venture (Top Level)

Contains links to "drill through" reports
Comprehensive financial data summarized by Unit.

INTO Joint Venture – All Details

Financial data in detail for Operating: Budget Transfers, Expenditures, and Encumbrances; Personnel: Budget Transfers, Expenditures, and Encumbrances.
Data returned: Lists of detailed data in separate tabs as listed above. When exporting data into Excel the data from each tab as you move across the top of screen will be presented in a separate worksheet in Excel.

INTO JV Operating – Budget Transfer Details

Details of budget transfers for reference number selected.

INTO JV Operating – Current Budget

Contains link to INTO JV Operating – Budget Transfer Details
Opening Budget, Budget Transfers and Current Budget information provided in sections with subtotals.

INTO JV Operating - Object Code Detail

Lists of Expenditure and Encumbrance transactions.

INTO JV Operating – Object Level Encumbrances

List of Operating Encumbrance transactions.

INTO JV Operating – Object Level Expenditures

List of Operating Expenditure transactions.

INTO JV Operating – Object Level Expenditures by Date Range

List of Operating Expenditure transactions with a date range prompt.

INTO JV Operating – Object Summary

Contains link to INTO JV Operating - Budget Transfer Details and INTO JV Operating – Object Code Details
Lists of Operating data provided in two sections:

Budget - Opening Budget, Budget Transactions and Current Budget information
Expenditures by Object Code - Expenditures by Object Code with amount encumbered

INTO JV Personnel – Budget Summary

Contains link to INTO JV Personnel - Budget Transfer Details and INTO JV Personnel – Position/Employee details>
Personnel Budget and Employee Expenditure/Encumbrance data presented in two sections: Budget (Opening Budget, Budget Transactions and Current Budget information) and Employees

INTO JV Personnel – Budget Transfer Details

Details of Personnel Budget Transfers for reference number selected.

INTO JV Personnel – Current Budget

Contains link to INTO JV Personnel – Budget Transfer Details
Opening Budget, Budget Transfers and Current Budget information provided in sections with subtotals.

INTO JV Personnel – Encumbrances by Employee

List of Personnel Encumbrance details.

INTO JV Personnel – Expenditures by Employee

List of Personnel Expenditure details.

INTO JV Personnel – Expenditures by Employee by Date Range

List of Personnel Expenditure details with a date range prompt.

INTO JV Personnel – Position/Employee Details

Details of Employee Personnel Expenditures and Encumbrances presented in separate sections.

Lab School

Lab Schools (Top Level)

Contains links to "drill through" reports
Comprehensive financial data summarized by Unit

Lab Schools – All Details

Financial data in detail for Revenue; Cash Balance; Operating: Budget Transfers, Expenditures, and Encumbrances; Personnel: Budget Transfers, Expenditures, and Encumbrances.
Data returned: Lists of detailed data in separate tabs as listed above. When exporting data into Excel the data from each tab as you move across the top of screen will be presented in a separate worksheet in Excel.

Lab Schools - Expenditures

List of expenditures.

Lab Schools – Revenue

List of revenue transactions.

Lab Schools Operating – Budget Transfer Details

Details of budget transfers for reference number selected.

Lab Schools Operating – Current Budget

Contains link to LabSchl Operating – Budget Transfer Details
Opening Budget, Budget Transfers and Current Budget information provided in sections with subtotals.

Lab Schools Operating - Object Code Detail

Lists of Expenditure and Encumbrance transactions.

Lab Schools Operating – Umbrella Level

Contains link to LabSchl Operating - Budget Transfer Details and LabSchl Operating – Object Code Detail
Lists of Operating data provided in two sections:

Budget - Opening Budget, Budget Transactions and Current Budget information
Expenditures by Object Code - Expenditures by Umbrella with amount encumbered

Lab Schools Operating – Umbrella Level Encumbrances

List of Encumbrance transactions within the Umbrella Object selected.

Lab Schools Operating – Umbrella Level Expenditures

List of Expenditure transactions within the Umbrella Object selected.

Lab Schools Operating – Umbrella Level Expenditures by Date Range

List of Expenditure transactions within the Umbrella Object selected, with a date range prompt.

Lab Schools Personnel – Budget Transfer Details

Details of Personnel Budget Transfers for reference number selected.

Lab Schools Personnel – Current Budget

Contains link to LabSchl Personnel – Budget Transfer Details
Opening Budget, Budget Transfers and Current Budget information provided in sections with subtotals.

Lab Schools Personnel – Encumbrances by Employee

List of Personnel Encumbrance details.

Lab Schools Personnel – Expenditures by Employee

List of Personnel Expenditure details.

Lab Schools Personnel – Expenditures by Employee by Date Range

List of Personnel Expenditure details, with a date range prompt.

Lab Schools Personnel – Position/Employee Details

Details of Employee Personnel Expenditures and Encumbrances presented in separate sections.

Lab Schools Personnel – Position/Employee Summary

Contains link to LabSchl Personnel –Position/Employee Details
Personnel Expenses and Encumbrances summarized by Employee/Position number.

Service

Service Account (Top Level)

Contains links to "drill through" reports
Comprehensive financial data summarized by Unit.

Service Account – All Details

Financial data in detail for Revenue; Cash Balance; Operating: Budget Transfers, Expenditures and Encumbrances; Personnel: Expenditures and Encumbrances.
Data returned: Lists of detailed data in separate tabs as listed above. When exporting data into Excel the data from each tab as you move across the top of screen will be presented in a separate worksheet in Excel.

Service Account - Expenditures

List of expenditures.

Service Account – Revenue

List of revenue transactions.

Service Account Operating – Budget Transfer Details

Details of budget transfers for reference number selected.

Service Account Operating – Current Budget

Contains link to Srvc Acct Operating – Budget Transfer Details
Opening Budget, Budget Transfers and Current Budget information provided in sections with subtotals.

Service Account Operating - Object Code Detail

List of Expenditure and Encumbrance transactions.

Service Account Operating - Expenditures by Employee by Date Range

List of Expenditures by employee, with a date range prompt.

Service Account Operating – Umbrella Level

Contains links to Service Account Operating - Budget Transfer Details, Service Account Operating – Object Code Detail, Service Account Personnel - Expenditures by Employee, and Service Account Personnel - Encumbrances by Employee
Lists of Operating data provided in three sections:

Budget - Opening Budget, Budget Transactions and Current Budget information
Expenditures by Object Code - Operating Expenditures with amount encumbered
Personnel Summary - Personnel Expenditures by Unit