Finding Your Departmental Tree with Control and Tracking Departments

***  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   

The Departmental Tree report in the UGA Budget Management System allows you to see all of the departments that roll up in your department structure. Departments marked with a [C] are controlled departments and departments marked with a [T] track transactions. Departments marked with a [CT] do both.

   Instructions   

  1. Step 1: Click the Explore button.
  2. Step 2: Click UGA Reports drop-down menu item.
  3. Step 3: Click the Department folder item.
  4. Step 4: Double click the Departmental Tree Report from the list.
  5. Step 5: Enter the appropriate information into the Enter Department: field.
  6. Step 6: Click the OK button.
  7. Step 7: Click the drop-down menu item button to expand the link.
  8. Step 8: Click the GLOBIS Center drop-down menu item.
  9. Step 9: Select the GLOBIS Operating drop-down menu item.
  10. Step 10: You have reached the last level of the departmental tree.

In this article, you will learn the steps to view your Departmental Tree.

1. Step 1

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First, log into the Budget Management System.

On the UGA Budget Management page, click the Explore button.

2. Step 2

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The Explore page is displayed. The left side of the page displays the Root folder.

Click UGA Reports drop-down menu item.

3. Step 3

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The UGA Reports folder items are displayed.

Click the Department folder item.

4. Step 4

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A list of Department Reports is displayed.

Double click the Departmental Tree Report from the list.

5. Step 5

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The Respond to Prompts window is displayed.

Enter the appropriate information into the Enter Department: field.

Example shown here: "D32000000".   The D stands for Department.

6. Step 6

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Click the OK button.

7. Step 7

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The University of Georgia Departmental Tree page is displayed.

Click the drop-down menu item button to expand the link.

8. Step 8

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Click the appropriate drop-down menu item.

Click the GLOBIS Center drop-down menu item.

9. Step 9

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The letters at the end of the department name indicate the control budget level for that department.

C is a department that controls a budget but does not allow transactions.

CT indicates that budget is controlled, but transactions can be entered at this level.

T indicates that transactions may be entered but the budget is controlled at the next higher level.

Select the GLOBIS Operating drop-down menu item.

10. Step 10

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You have reached the last level of the departmental tree.
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