How to Access/View Budget Information in Self-Service
You can access your Budget on Self-Service by following the instructions below:
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.
1. On my.parkland.edu, select the WebAdvisor for Employees link in the upper left-hand section of the screen.
2. Under WebAdvisor for Employees, click to expand Budgeting.
3. Select Budget. This will redirect you 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.
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
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
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.
In the list view, revenue
cost centers do not have a financial health indicator, but expense
cost centers do.