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Oracle PeopleSoft Financials Navigation 9.2: How to Inquire on Budget Overview Updated-6/11/2019 by MGB Page 1 of 7 Step 1: Log into PeopleSoft Financials as normal Navigate to Budget Overview. On your homepage locate the “NavBar” on the top and far right of the screen. Then click on and find the “Navigator” icon. Click on the icon as well. Step 2: Navigate to “Commitment Control” and select it.

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Page 1: Oracle PeopleSoft Financials Navigation 9.2: How to ... · Oracle PeopleSoft Financials Navigation 9.2: How to Inquire on Budget Overview Updated-6/11/2019 by MGB Page 3 of 7 Step

Oracle PeopleSoft Financials Navigation 9.2: How to Inquire on Budget Overview Updated-6/11/2019 by MGB

Page 1 of 7

Step 1:

Log into PeopleSoft Financials as normal Navigate to Budget Overview. On your homepage locate the “NavBar” on the top and far right of the screen. Then click on and find the “Navigator” icon. Click on the icon as well.

Step 2:

Navigate to “Commitment Control” and select it.

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Oracle PeopleSoft Financials Navigation 9.2: How to Inquire on Budget Overview Updated-6/11/2019 by MGB

Page 2 of 7

Step 3:

Navigate to “Review Budget Activities” and select it.

Step 4:

Navigate to “Budget Overview” and select it.

This will take you to the “Budgets Overview” page. The full path is as follows:

NavBar -> Navigator -> Commitment Control-> Review Budget Activities -> Budgets Overview

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Oracle PeopleSoft Financials Navigation 9.2: How to Inquire on Budget Overview Updated-6/11/2019 by MGB

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Step 6: For an existing Run Name enter the name in the Inquiry Name field, and click on search. If you can’t find or need to create a new Run Control select “Add a New Value” tab and create the name then select “Add”.

Step 7:

Adding a “New Value”. At the Budget Inquiry Criteria, you can enter the following information: a. Description for the Run Control b. The Ledger Group – APPROP for CFCs with no project_id OR PROJ_GRT for CFCs with a project_id c. Change the Budget Period to the one that you want to search for, or leave the default data there if

correct d. If you are using a CFC with a project_id, then check the Include Closing Adjustments box e. Under the Chartfield from Value, enter the CFC information that you want to run the inquiry for.

The minimum data if running on APPROP ledger group is Department ID. The minimum data if running on PROJ_GRT ledger group is Department ID and Project_id

f. Click Save when all data has been entered to save the criteria on your Run Control. g. See example below:

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Oracle PeopleSoft Financials Navigation 9.2: How to Inquire on Budget Overview Updated-6/11/2019 by MGB

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Step 8:

Navigate to “Search” button and select it.

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Oracle PeopleSoft Financials Navigation 9.2: How to Inquire on Budget Overview Updated-6/11/2019 by MGB

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Step 9:

When the Search is complete, it will bring up a screen like below. The middle section lists your current Budget, Expenses, Encumbrances, Pre‐encumbrances, and Available Budget.

Step 10:

The bottom section breaks down all of your CFC strings, along with the amounts for each.

Step 11:

If you want to know what has made up any of the amounts with the blue hyperlink, you just have to click on the blue hyperlink. For example, selected a budget amount.

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Oracle PeopleSoft Financials Navigation 9.2: How to Inquire on Budget Overview Updated-6/11/2019 by MGB

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Step 12:

A pop-up screen will appear and it contains Journal entries, see below.

Step 13:

If you want to get more information about the journals, just click on the magnifying glass in front of the line.

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Oracle PeopleSoft Financials Navigation 9.2: How to Inquire on Budget Overview Updated-6/11/2019 by MGB

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Step 14:

Another pop-up screen will appear (Budget Journal Drill down Screen). You can click OK to return to the listing of items that make out this amount, and OK again to return to the Budget Overview Results, and click on another amount, if needed.

Step 15:

From the Budget Overview Results screen, another option is to click on “Show Budget Details” icon to display Budget Details for the CFC line. Then the “Budget Details” pop-up window appears.