Using Reports in UGA Budget Management

***  HYPERION WILL BE DECOMMISSIONED AS OF AUGUST 30, 2024. THESE TRAINING MATERIALS WILL BE UPDATED ONCE THE NEW BUDGET MANAGEMENT AND PLANNING SYSTEM IS LIVE. ***

   Overview   

This section of the course contains information relating to various reports in the UGA Budget Management System that may be helpful for year-end budget review.

This may include the following reports in the UGA Budget Management System:

Name Description Location
Department Tree View tree hierarchy of all departments, including whether it is control, transaction, or control transaction UGA Budget Management
Quarterly Amendment Review Report to ensure there are no overdrafted fund codes by intermediate unit for each fund code. Broken out by Revenue, Personal Expense, and NonPersonal Expense budget. UGA Budget Management
Budgetary Detail Report (Benefits Excluded) Shows budget and balances by account type. Original and current budget, encumbered actuals, and available balance. Excludes benefit account codes. UGA Budget Management
YTD Expenses Budget vs Actuals Report with department fund balances (budget and encumbered actuals) UGA Budget Management
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