Profiles
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.
Budget profiles allow you to group line items to create different views of the budget. A budget may have one or more budget profiles providing multiple views of your budget information.
Notice
You can use profiles to create short term and long term revenue views, income statement views, views of budget information by department, salary expenses, etc.
Profiles are useful for:
Creating customized and summarized views of the budget to assist with board reviews.
Working with a budget that has a large number of line items.
Grouping line item information for reporting tools.
Monitoring the progression of the budget with multiple views of expenditures.
Performing budget analysis.
In the Budget Management Budget Access role, select one or more of the Profiles permission options. These actions and access will apply to budget profiles.
Use any combination of the following filters to search for specific profiles.
Name
Description
Budget Name
Created By
Created Date
Last Edited By
Last Edited Date
The profile list displays all profiles available in your school's database based on the search criteria selected in the filter.
Click the Create profile button to open the Create Asset popup.
Additional details can be viewed by clicking the plus sign at the beginning of each profile's row.
From the Profile List, click the Create profile button.
In the Create Profile popup:
Select a Budget Name from the drop-down list.
Enter a name for the new profile.
Type a brief description for the new profile.
Click Create profile.
No. While you don't have to use profiles, they can be helpful to create short term and long term revenue views, income statement views, views of budget information by department, salary expenses, etc.
Budget profiles can be created at any point in the budget process.