What is the Budget Detail by Fiscal Year report?

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What is the Budget Detail by Fiscal Year report?

The Budget Detail by Fiscal Year report details all the budget transactions for a specific department and projects.

Who should use the Budget Detail by Fiscal Year report?

Users who want to see if and what kind of budget adjustments happened to their department during the fiscal year.

Running the Report

File Path: Financial Services > Financial Reports > Detail Reports > Budget Detail by Fiscal Year

Parameters

Department - Select either the department or a roll-up department.

Calendar Budget - Select a fiscal year.

Show Reimbursed Fringe Benefits - Do you want to include HRMS fringe benefit line revisions? (1111 departments usually select "No").

Account - Defaults to all accounts.

Fund - Select one fund code.

Project - Defaults to selecting all projects.

Reading the Report

The first few pages shows all the original budgets for each account. At the end of the report, you will any see Budget Revisions or Transfer Adjustments for the select chart-string and fiscal year. Look at the "Budget Transaction" column to tell which transaction is the original and which is a revision.

The final row of the report shows the sum, or your department's total budget amount.