A budget is a set of funds in the same period. The period is defined by a start date and an end date.
A list of the budget's funds appears in a table. Some columns need explanation:
Column | Shown by default | Description | ||||||||||||
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Budgeted | x |
The total monetary amount assigned to the fund for use. Click on the value displayed in the column to view the Budgeted Amount History.
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Enc. | x | The amount encumbered for the fund. Click an amount to view the Order Items screen for this fund. | ||||||||||||
Expended | x | The amount expended for the fund. Click an amount to view the Invoice Items screen for this fund. | ||||||||||||
Fund Code | x | Unique ID used to interoperate with other systems. | ||||||||||||
Fund Name | x | The name of the fund. | ||||||||||||
Fund Status | x | The status of the fund. Statuses are indicated by an icon and include:
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Future Enc. | Amount to be encumbered in future budget period(s) upon closing of the current budget period. | |||||||||||||
Notes | x | Any notes about the fund.
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Pre-Paid | Amount to be expended in future budget period(s) upon closing of the current budget period. | |||||||||||||
Remaining Balance | x | The amount left in the fund that has not been encumbered or expended. | ||||||||||||
Total Enc. | The total amount encumbered for the parent fund and all its child funds. | |||||||||||||
Total Exp. | The total amount expended for the parent fund and all its child funds. | |||||||||||||
Total Fund Budget | The total of all subfunds. | |||||||||||||
Total Remaining Balance | The sum of all remaining balances for the parent fund and all its child funds. |
Note: If a child fund is supposed to display but has a status that its parent fund does not have, the parent fund will still display but will appear in grey text to indicate that it has a different status than what was selected in the filter.
You can choose the columns that appear on budgets.
Once you are finished configuring your budget, you can download up to 800 funds at a time in a CSV file. You may need to do this if, for example, one of your material suppliers wants to have a listing of all your fund codes for use in their system.