1. Signon to PeopleSoft Financials
2. Select Go| BOR Interfaces & Reports| GL/BUD Rpt| Grant Budget Progress Report
3. Either enter via Add and create a new run control or if this is not the first time you have run this report then enter via update/display and search for the run control you have previously created
4. Verify that 27000 appears in the Business Unit field
5. Enter the appropriate Budget Period
6. Enter the Fund Code (20000) in the from and to fields
7. Enter the Department ID in the from and to fields
8. Enter the Grant # in the from and to fields
9. Enter the Accounting period you want the report to run for. This is similar to selecting a date range. July is accounting period 1, August is accounting period 2......June is accounting period 12
10. You can leave % sign in the Account fields, this will pull all accounts under that grant
11. Click on the first traffic light to run the report and send the report to your printer using the Output Destination of Printer and entering your printer path in the field below it.

Notes about Project/Grant Budgeting:

These budget vary from your state account budgets in that budgets are set up by line item (or at the ORGANIZATIONAL level instead of the APPROPRIATION level).

The ORGANIZATIONAL level consists of 640000, 714000, 727000, 733000…etc. While the APPROPRIATION level consists of 500000, 600000, 700000, & 800000.

Therefore, in order for an expense to pass budget checking the ORGANIZATIONAL line must exist and there must be money in that line item.

Please check your project/grant budget prior to submitting a requisition to make sure that

(1) the correct ORGANIZATION budget line exists for the specific expense and

(2) that enough funds are budgeted in that ORGANIZATIONAL budget line.

This cursory check will prevent a lot of "emergency" budget amendments. Should you need to submit a budget amendment please fill out the budget amendment form and send it to the Budget Office.