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 CSUF Data Warehouse (OBIEE).
2. Click on Dashboards and select Budget Management.
- Click on the Dashboards menu in the CSUF Data Warehouse.
- Select Budget Management.
3. Click the FY Salary and OEE Budget tab on the Budget Management dashboard.
Report Overview
The FY Salary and OEE Budget report is a year-to-date report for the current fiscal year.
When you access the report, your personal settings for the report (page) 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 |
|---|---|
| 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. |
| Sub-Division/College | The specific campus sub-division(s) or college(s) for which you wish to view data. |
| 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. |
| Department | The specific department ID(s) for which you wish to view data along with the name associated with the department ID(s). |
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 current fiscal year (e.g., 2017 = FY 2017-2018).
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 current fiscal year from July 1st through the Closed Period.
The following column headers are available for the report results table.
Use the drop-down menus to select the columns you want to see on your report results table and then click OK.
For all columns except the first one, you can choose the Hide Column option to hide the column from the 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
| 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 the Data Warehouse, 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].
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