FY Salary and OEE Budget Report
This article covers how to run and interpret the FY Salary and OEE Budget report on the Budget Management dashboard.
What does this report show?
This report shows your current balance for all of your transactions (both salary and non-salary transactions) and projections for payroll expenses. It includes: Baseline Budget, Revised Budget, Current Year Actuals, Encumbrance, Pre-Encumbrance, Budget Balance Available, Expenditure Forecast - Payroll Expense, and Projected BBA Including Payroll.
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 and OEE Budget tab.
Report Overview
The FY Salary and OEE Budget report is a year-to-date report for the selected 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 specific fiscal year for which you wish to view data. The default is the current fiscal year. |
| Fund | The specific fund code(s) for which you wish to view data. |
| Account Type | The specific account code types for which you wish to view data. Available account types include 50 (revenue) and 60 (expense). |
| Account | 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). |
| 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
Fiscal Year is the selected fiscal year (e.g., 2024 = FY 2024-2025).
Closed Period will be the most recent accounting period/month that has closed.
Therefore, the report will be showing year-to-date information for the selected fiscal year from July 1st through the Closed Period.
Available Column Headers
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 |
|---|---|
| Baseline Budget | The total amount of the baseline budget allocated for the line item for the fiscal year as of the closed period. |
| Revised Budget | The total amount of the revised budget for the fiscal year as of the closed period which includes the baseline budget plus or minus any adjustments to that budget, including one-time budget transfers. |
| Current Year Actuals | The total amount of all year-to-date revenue and expenditures as of the closed period. |
| Encumbrance | The total amount of encumbrances (purchase orders) still active as of the closed period. |
| Pre-Encumbrance | The total amount of pre-encumbrances (approved purchase requisitions) still active as of the closed period. |
| Budget Balance Available | This total is calculated based on your revised budget minus your current year actuals, encumbrances, and pre-encumbrances. |
| Expenditure Forecast - Payroll Expense | The total amount of projected salary expenses for the fiscal year for the line item. |
| Projected BBA Including Payroll | This total is calculated based on the Budget Balance Available minus the Expenditure Forecast-Payroll Expense. |
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.