Page Comparison

In This Article:

Unit4 has a number of resources available for reporting out to Budget Holders that include detailed transaction listings, employee vacation balances, and a complete organizational chart to identify cost centres, projects, and work orders:

• Budget Analysis Report = synopsis of cost centre activity with the ability to see individual work order transactions
• Work Order Transaction Detail = detailed review of all transactions relating to a single work order
• My Employees Vacation Balance History = detailed review by employee of vacation balances
• My Requisition Approval History = review of purchase approvals
• Modeler = complete org structure 
• Employments by Dean/Director = higher level overview of employments according to cost centre 

  Modeler

  Summary:

  This tool gives a visual representation of the organizational flow for work order structure. You can find relevant cost centre, project, and work order information - including the relevant 4-digit shortcode for each work order.

  BEGIN: What you need to have to start accessing your work order and budget reports:

  •  Your Unit4 login

  PROCESS:

  1. Login to Unit4.
  2. Navigate to the "Common" tab on the Menu.
  3. Select "Modeler" under the Structures section.
  4. Click on "Modeler" to open the tool:
  5. Choose "WO Structure for Workflows" from the dropdown menu in the left-hand column:Image Added
  6. You will need to click on the down arrow (Show) to expand the org structure, to collapse select the up arrow (Hide):Image Added