How to Access/View Budget Information in Self-Service

Self Service Budget enables users to see information about the cost centers for which they have access. The cost center information that is displayed includes budget, actual, and encumbrance amounts for expense and revenue GL accounts. Access to Self Service Budget is appropriate for anyone whose duties require access to the general ledger.

You can access your Budget on Self-Service by following the instructions below:

1. On my.parkland.edu, select the WebAdvisor for Employees link in the upper left-hand section of the screen.
Select WebAdvisor for Employees in the upper left-hand section of My.Parkland.edu

2. Under WebAdvisor for Employees, click to expand Budgeting.
Click to expand Budget, which is located under WebAdvisor for Employees

3. Select Budget. This will redirect you to Self-Service.
Click Budget to go to Self Service

4. Colleague Budget Self-Service enables users to see information about the cost centers for which they have access to. The cost center information that is displayed includes budget, actual, and encumbrance amounts for expense and revenue GL accounts. Cost centers are sorted in numerical order by cost center unit ID.

The different options available to curtail information on Self Service


Summary of Options:
You can export budget information as a CSV file by clicking Export in the upper right-hand corner. Simply save the file and manipulate it in Excel. You can switch the Fiscal Year by selecting the preferred year in the drop-down menu in the upper- right. You can also switch views by clicking the Bar Graph View or the List View option in the upper right. In order to specify what you want to view in your cost centers, select the Filter button in the upper-left. Finally, you can switch to object view by clicking Object View in the upper-left.

Bar Graph View:
In the bar graph view, there is a bar graph for any revenue as well as any expense GL accounts included in the cost center. If there is only revenue or only expense GL accounts, only the corresponding bar graph is displayed. In the Bar Graph View, if the revenue part of a cost center has a budget and there are no revenue transactions, the bar graph appears empty. As revenue transactions are processed, the bar graph will full up with a teal color. If the expense part of a cost center has a budget and there are no expense transactions, the bar graph appears empty. As expense transactions are processed, the bar graph will fill up with a green color. After the expenses are over 85% of the budget, the bar graph will turn yellow. When the budget is overspent, the bar graph will turn red. 

List View:
In the list view, revenue cost centers do not have a financial health indicator, but expense cost centers do.



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Keywords:budget, self-service, GL, general ledger, cost centers, general, ledger, finance Web Advisor departmental department datatel financial budgets accounts account number numbers   Doc ID:79858
Owner:Cole R.Group:Parkland College
Created:2018-02-02 09:44 CDTUpdated:2018-02-06 15:03 CDT
Sites:Parkland College
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