Budget Officer Reports - Supervisors (Unit4)
- Holly Steenvoorden
- Andrea Hall
- Bree-ana Blazicevic
In This Article:
Budget Analysis Report
Summary:
This report gives an overview of all activity attached to a cost centre and is organized by project with the ability to drill down to account details for each work order.
BEGIN: What you need to have to start accessing your work order and budget reports:
PROCESS:
Navigate to the "Reports" tab on the Menu.
Select "Financial Reports" folder, and then select "Budget Reports" folder.
Click on "Budget Analysis" report.
In order to see all the work orders that are included in your cost center, enter the cost center value in the "Costc like" box.
Click the blue "Search" button:
Include summary of what each column is representing.
On the right hand side, drop down the "Select Link", and click on "Work Order Transaction Detail". A new screen will load, with the results:
You will see the detail for your selected work order, summarized by "Revenue", "Personnel Expense", and "Other Expenses".
When you have completed the review of this report, you can return to the summary page by clicking on the "Budget Analysis" tab.
Employments by Dean/Director
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:
PROCESS:
Navigate to the "Common" tab on the Menu.
Select "Modeler" under the Structures section.
Click on "Modeler" to open the tool:
Choose "WO Structure for Workflows" from the dropdown menu in the left-hand column:
You will need to click on the down arrow (Show) to expand the org structure, to collapse select the up arrow (Hide):
My Employees Vacation Balance History
Summary:
This report gives a detailed review for a single employee (Resource ID) of all applicable vacation balances. Note, you will only be able to view those employees that report directly to you as their Work Order Manager.
BEGIN: What you need to have to start accessing your work order and budget reports:
PROCESS:
Navigate to the "Reports" tab on the Menu.
Select "Manager Reports" folder.
Click on "My Employees Vacation Balance History" report.
You can modify the detail level by selecting the drop-down menu to highlight all entries made by pay period or looking to the 1st level for an overview of the employee's balance.
My Requisition Approval History
Work Order Transaction Detail
Summary:
This report gives a detailed review of all transactions relating to a single work order.
BEGIN: What you need to have to start accessing your work order and budget reports:
PROCESS:
Navigate to the "Reports" tab on the Menu.
Select "Financial Reports" folder, and then select "Budget Reports" folder.
Click on "Work Order Transaction Detail" report.
In order to see all the work orders that are included in your cost center, enter the cost center value in the "Costc like" box
Click the blue "Search" button:
Enter the work order that you would like to review in the "Work Order like" box:
Wage Transaction Detail with Budget
Summary:
This report gives a detailed accounting of all wage transactions relating to a single work order.
BEGIN: What you need to have to start accessing your work order and budget reports:
PROCESS:
Navigate to the "Reports" tab on the Menu.
Select "Financial Reports" folder, and then select "Budget Reports" folder.
Click on "Budget Analysis" report.
In order to see all the work orders that are included in your cost center, enter the cost center value in the "Costc like" box.
Click the blue "Search" button:
Determine which row/work order for which you'd like to view the report and navigate the far right hand column, "Links to Reports"
On the right hand side, drop down the "Select Link" arrow, and click on "Work Order Transaction Detail w Budget".
You will see a consolidated view of the report.
The best view for this report is in an external Microsoft Excel file. Navigate to the bottom of the screen and select "Export" to push the report to an external Excel file.
There will be a pop up box that shows different report engine types. Select "Wage Transaction Detail Budget Web" and open with Excel.
Your report will open in Excel and look like this:
You can use the "1 2 3 4" boxes in the upper left hand corner (highlighted below) to expand or contract the detail of the report. You can also use the down arrow buttons to filter your results. If you're looking for a specific person's wages, you would filter on the "Resno(T)" column after expanding the detail to level 4.
Back in Unit4, when you have completed the review of this report, you can return to the summary page by clicking on the "Budget Analysis" tab.
My Employees with Cost Distributions
Summary:
Displays all Employees by Supervisor with cost distributions, if applicable. The employment and cost distribution dates will also be displayed.
BEGIN: What you need to have to start accessing your work order and budget reports:
PROCESS:
Navigate to the Reports tab on the Main Menu. Select Manager Reports folder, and then click the HR folder.
Click on My Employees with Cost Distribution report.
When the report screen opens, click the blue Search button to view results.
In the results section, you will notice the far right columns display Distribution WO (cost distribution work order), Percent (percent allocation to each work order), CostD Date from and CostD Date to (effective dates of cost distribution). (Note* - names have been removed from this screen shot for privacy).
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