How-to View Budgets Using Self-Service

Resources for: Faculty Staff
  1. On the left-hand side of the page, you will find your menus. Click on the toolbox icon, called “Daily Work”, and navigate to the “Financial Management” sub-menu. Within this sub-menu, click on “Budget”  
  1. On the “Budget to Actuals” page, there will be options to filter your reports. By clicking on any of the arrows, you can expand or collapse the filter options. Once expanded, a field will appear where you can type the criteria you would like to search for. Additionally, you can change the Fiscal Year using the drop-down menu at the top of the page
  1. Using “Identifier” as an example, you can type in your value(s) in the following ways. Hit “Enter” after each value to include in the search
    • Type in the individual identifier, ex: 067110 
    • Type in the range of identifiers, ex: 067110-067115 
    • Type in the identifiers separated by commas, ex: 067110, 067111, 067115
  1. Click “Apply Filter” when done entering values. Your results will appear to the right of your filter menu
  1. If you need to change your filters: 
    • Open up the filter options by clicking on the blue “Filter” button 
    • You can add more values by typing them into the field, hitting “Enter”, and applying the filter again
    • You can remove individual values by clicking on the “X” next to the value
    • You can start over completely by clicking “Reset Filter
  1. If you are satisfied with your filter options and would like to detail in on a specific budget, then click anywhere on the budget you would like to view
  1. Click anywhere within a row to view more details. The “Financial Health” column will display a yellow alert symbol if the budget is over 85% spent
  1. Continue to click on rows or documents to view more details. Download any page with an “Export” icon if you need to view it in Excel. You can click Back in your browser to go back a page

Note

Anytime you see the FY drop-down menu at the top of the page, you can change the FY you are viewing. Likewise, whenever you see the Export drop-down menu, you can download the information in your current view into a CSV file and open in Excel.

If you have any questions or need assistance, please email webadvisoradmin@fdu.edu.

Last Modified: February 19, 2021 icon icon Copy Link