Budget Report Security and Consolidated Query Worksheet.



Terms:
  • Requester – the person entering data on the budget worksheet
  • Approver – the person reviewing the worksheets submitted by the requester


1. Reports
Security Prerequisites
  • Grant security access to the ribbon menu “Reports” (Maintenance>Security)
  • Belong to a workflow(s) as a requester and/or an approver (Maintenance>Organization Workflow)
  • Workflow account restrictions do not apply to these reports
  • For personnel worksheet viewing, the user must belong to a workflow in which personnel data is assigned (Maintenance>Organization Workflow->Budget Personnel Information tab)

Reports Purpose
  • Allow requester and approvers to view all worksheets and/or salary data from assigned workflows. It also means, they see other employee’s worksheets as long as they are part of the same workflows
  • Reports can be exported to excel in CSV or Excel for additional formatting


2. Consolidate Worksheet Query
Security Prerequisites
  • Grant security access to the ribbon menu “Consolidate Worksheet Query” (Maintenance>Security)
  • Belong to a workflow(s) as an approver (Maintenance>Organization Workflow)
  • Workflow account restrictions are applied to these reports

Report Purpose
  • Allow approvers to view a consolidated budget from multiple worksheets no matter the requester or workflow. The approver’s workflow account restrictions will dictate what data will be displayed. You may also create a workflow for upper management to see all budget data. By creating the new workflow, you will be able to control what data is shown by adding an account restrictions accordingly. For example, if you organization has a Fund segment, add all the fund codes to the new workflow account restriction tab.
  • Reports can be exported to excel in CSV or Excel for additional formatting
Creation date: 11/13/2018 3:29 PM      Updated: 11/14/2018 12:54 PM
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