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Navigating Budget Detail

Budget Category View

This is the tab your detail page will open to. It presents the budget categories which have current month activity (expenditures or planned expenses). This page tracks the reconciliation progress for Preparers. The page defaults to the classic budget balance available sort order but can be resorted by clicking on any column heading.

The Action icons available in this view include: Enter Comment and Enter Reconciling Item.

Progress = 100%

When the Budget Category shows progress is 100%, all items in the category have been checked as reviewed. When progress equals 100% the reconciliation can be sent forward for review and approval.

If your project is a Sponsored Project, you must review the Labor Distribution report before the reconciliation is complete.

General Questions

  • Why can't I see the full budget balance available/PI funds available report on this page?