Budget by Category Report
This article covers how to run and interpret the Budget by Category report on the Budget Management dashboard.
What does this report show?
This report shows expenditure projections through the end of the fiscal year broken down by fund and program. It also breaks down the projections by expenditure category and shows the surplus/deficit. It includes: Expenditure Projection, OE&E, Revenue, Salaries, Benefits, Balance Sheet, and Surplus/Deficit.
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 Budget by Category tab.
Report Overview
The Budget by Category 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 specific fiscal year for which you wish to view data. |
| 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 class code(s) for which you wish to view data, along with the name associated with the class 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 will match the Fiscal Year you selected in the report filters.
Closed Period will be the most recent accounting period/month that has closed for the selected Fiscal Year.
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. |
| 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 |
|---|---|
| Expenditure Projection | The total amount projected salary expenses for the remainder of the fiscal year. |
| OE&E | The total actual expenditures in OE&E accounts. |
| Revenue | The total actual amount from revenue accounts. This is typically costs recovery, systemwide
allocations for specific programs, or other extramural funding sources for
sponsored activity. |
| Salaries | The total actual expenditures from salary accounts. |
| Benefits | The total actual expenditures from benefit accounts. |
| Surplus/Deficit | This is calculated by subtracting the total of actual expenses in the Expenditure Category columns from the projected expenses in the Expenditure Projection column. |
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.