Managing your Budget

Procedure

 

Procedure

 

To run the Budget Activity Report from the beginning of the fiscal year in the Budget Period.

 Access Georgia FIRST Financials:

 https://www.usg.edu/gafirst-fin/

 

Core User(s) – click this button to run Budget Activity Reports.

 

Run the Budget Activity Report from the beginning of the fiscal year in Budget Period 2019.
PeopleSoft link: https://core.fprod.gafirst.usg.edu/psp/fprod/?cmd=login&languageCd=ENG&

1. Enter User ID and Password

   

2. Navigation Access: Navigation Bar>Navigator>BOR Menus>BOR General Ledgers> BOR GL Reports>Budget Activity Reports
3. Click Navigation Bar (NavBar). 
   Navigation Access: Navigation Bar>Navigator>BOR Menus>

   

4. Click BOR General Ledger.

   

5. Navigation Access: BOR General Ledgers> BOR GL Reports

   

6. Navigation Access: Budget Activity Reports

   

7. Click the “Add a New Value” tab for establishing the “New” Run Control ID.
   
   
   
8. Enter "BUD_ACTIVITY_RPT" name in the Run Control ID field. 

   (Click “Find an Existing Value” once run control has been established or you may “Add to Favorites”).

   

9. 1. Click Budget Activity Detail Report and/or Budget Activity Summary Report.
   2. Enter Business Unit “22000”
   3. Enter "2019" in the Budget Reference field.
   4. Enter "2019" From and To Fiscal Year.
   5. Enter "1" in the From Accounting Period field." (1 = July)
   6. Enter "12" in the To Accounting Period field. (12 = June)
   7. Enter Fund Code
   8. Enter Department Number in the “From and To” Department Section.
   9. Enter Account Code in the From (600000) and To (870100) in the Account Code Section.
   10. Click Save
   11. Click the Run button.

   

10. Click Ok

    

11. Click Process monitor

    

12. Click Refresh until Success Posted

    

13. Click Details

    

14. Click Log Trace

    

15. Click Name of Report from File List
    [Enter] (BORRG040 – Summary or BORRG045 - Detail)

    

16. Congratulations! You have just completed Running Budget Activity Report.