Budget Activity
Important
Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.
The J1 Web Budget Activity page replaces the Campus Portal's Budget feature and lets campus users work with current and future budget worksheets. Various settings established in the Budget module determine several Budget portlet capabilities.
View budgets and worksheets and verify their status
Enter and update budget amounts
View two years of prior actuals (if available)
Export budget data to Excel
View, add, and delete comments to worksheets and line items
View, add, and delete attachments to worksheets
Automatically receive notifications
Email other users working with the budget
Submit worksheets for approval
Approve and deny budget worksheets
Monitor a budget
Submit or cancel adjustments you have made to board-approved budgets
Approve and deny adjustments to board-approved budgets
Make direct adjustments to board-approved budgets
This section displays worksheets and line items to which you have access belonging in board-approved budgets. You can review this list to get a quick picture on spending and access the worksheet to make any needed updates.
This section displays worksheets and line items under preparation that need to be reviewed, edited, completed, submitted, or approved.
Tip
Use this section to quickly identify where a pending worksheet is in the process and communicate with other budget officers working on the same worksheet.
In the Budget Management Worksheet & Adjustment Access role, select one or more of the Budget Activity permission options. These actions and access will apply to worksheets and transfers.
