FY Salary Budget Report
This article covers how to run and interpret the FY Salary Budget report on the Budget Management dashboard.
What does this report show?
This report identifies budget need from a Current Fiscal Year Planning Perspective (non permanent/annual budget to account for the impact of changes throughout the fiscal year) based on actual YTD payroll (such as stipends/lump sum payments and overtime). It includes: FY Budget, YTD Projected Pay, Department Position Budget, and Budget Available. Similar to the Baseline Position Budget Report, this report includes budget need for vacant/to be hired positions. Users can drill down in the report to see details of each position with regards to Department Position Budget.
1. Log in to the campus portal and access TitanInsights.
2. Click Shared folders to access dashboards/reports.
3. Click on the Finance folder.
4. Select the Budget Management folder.
5. Select the Budget Management dashboard.
6. Click on the FY Salary Budget tab.
Report Overview
The FY Salary Budget report is a year-to-date report by fiscal year.
When you access the report, your personal settings for the report appear. If you have not set up your personal settings, the system defaults will automatically populate.
Report Filters
The first section of the report contains the available filters. Utilize the filters to narrow down your report results or find specific values.
| Filter | Description |
|---|---|
| Fiscal Year | The beginning calendar year of the Fiscal Year for which you wish to view data (i.e., FY 2024-2025 = 2024). |
| Fund | The specific fund code(s) for which you wish to view data. |
| Account Description | The specific account code(s) for which you wish to view data along with the name associated with the account code(s). |
| Program | The specific program code(s) for which you wish to view data along with the name associated with the program code(s). |
| Class | The specific class code(s) for which you wish to view data along with the name associated with the class code(s). |
| Project | The specific project code(s) for which you wish to view data along with the name associated with the project code(s). |
| Division | The specific campus division(s) for which you wish to view data. Selections subject to the user’s department
level security access. |
| Sub-Division/College | The specific campus sub-division(s) or college(s) for which you wish to view data. Selections subject to the user’s department
level security access. |
| Master Department | A Master Department groups several departments together. Use this to select one or more specific master departments for which you wish to view data. Selections subject to the user’s department
level security access. |
| Department | The specific department ID(s) for which you wish to view data along with the name associated with the department ID(s). Selections subject to the user’s department
level security access. |
Report Parameters and Available Column Headers
Just under the report filters are the report parameters and the available columns headers for the report results table.
Report Parameters
The Fiscal Year and Accounting Period indicates your selections from the report filters at the top of the report. The report will be showing year-to-date information for the selected fiscal year from July 1st through the selected Accounting Period.
Available Columns
Use the drop-down menus to select the columns you want to see on your report results table. The data will automatically update when you make a selection.
The following column headers are available for the report results table.
| Column | Description |
|---|---|
| Division | The campus division associated with the line item. |
| Sub-Division/College | The sub-division/college associated with the line item. |
| Master Department | The master department associated with the line item. |
| Department | The department ID and department name associated with the line item. |
| Account Description | The account code and name associated with the line item. |
| Fund | The fund code associated with the line item. |
| Program | The program code and name associated with the line item. |
| Class | The class code and name associated with the line item. |
| Project | The project code and name associated with the line item. |
Report Results Table
The second section of the report contains the report results table.
Column Descriptions Table
| Column | Description |
|---|---|
| FY Budget | The total amount of the revised budget allocated for the line item as of the fiscal year and closed period. |
| YTD Projected Pay | The amount currently spent this fiscal year on salaries for the line item plus salary projections for the rest of the fiscal year. |
| Department Position Budget | The amount budgeted for the salaries of the position(s) in the line item. |
| Budget Available | This total is calculated based on the budget minus the YTD projected pay and the department position budget. |
Additional Detail
You can click on hyperlinks in the FY Budget, YTD Projected Pay, Department Position Budget, or Budget Available totals to view additional Department Position Budget details.
1. Click on a hyperlink to view additional details.
2. Select the type of details you would like to view.
Typically choosing any of these options will take you to the same detail report.
FY Salary Budget Detail Report
The table at the top shows the report result information from the previous screen.
The table on the bottom shows the same chartfield but with the Position Number, Position Number Legacy, Employee Name, Employee ID, CHRIS ID, Class Description, Union Code, Position Status, Actual FTE, YTD Projected Pay, and Department Position Budget for each of the positions associated with the chartfield.
3. To go back to the main report, simply click on the Budget Management tab.
Need More Help?
For technical assistance with TitanInsights, please contact the IT Help Desk at [email protected] or 657-278-7777.
For assistance with the Budget Management reports and data, please email [email protected] or visit the Resource Planning & Budget website to submit an inquiry.