Overview
This article describes how to run the Total Budget Summary Report in UCSDPLAN.
Prerequisites
- Only department budget preparers and approvers are provisioned access to UCSDPLAN.
- Before trying to run reports in UCSDPLAN, be sure to confirm you can log-in by following the steps outlined in KB0033091: How to Login to UCSDPLAN.
Essential Information
- The Total Budget Summary Report is the consolidated summary output of your budget development process where you can verify the data that has been entered for the budget planning year.
- The Total Budget Summary Report can be run at aggregated levels such as Total Fund, Total Function, Total Projects, and various layers of the Financial Unit hierarchy depending on access for all Non-Sponsored Funds.
- The Total Budget Summary Report, in conjunction with the Core Recurring Base Budget Target Check Report, outlined in KB0033267: How to Run the Core Recurring Base Budget Target Check Report in UCSDPLAN, is recommended for use in budget review meetings with Division, Dean, and VC contacts during the budget approval process.
Next Steps
Method 1: Start from bah.ucsd.edu
1. Navigate to bah.ucsd.edu
2. Select the Budget & Finance tab, then click on UCSDPLAN Budget Reports.
3. Log into Oracle via UCSD Single Sign-On.
4. Under EPBCS Budget Process Reports, select Total Budget Summary, and select CLICK here to run the Total Budget Summary Report in blue hyperlink.
Method 2: Start from the Home Page within UCSDPLAN
1. Select the Financial Reports tile.
2. Expand the caret next to the UCSD folder.
3. Expand the caret next to UCSD Reports folder:
4. Select the Total Budget Summary report and run as a PDF file, PDF format is the second icon to the right. A dialog box will display the text "The report has no POV. Click on the Continue button to proceed". Click Continue.
5. A dialog box will display in which parameters can be entered for Financial Unit, Fund, Function, Project, and Years use the member selector icons or directly type in the member selection prompts as shown below:
a. Each user can run this report at a summary level for all Financial Units they have access to.
6. Click OK to retrieve the report.