- Real-time data
- Drill down into budget, actual and encumbrance transactions without running another report
- Not a report, runs instantly
- Can customize what you see and how it appears
- Can run for control balance
- Can use for sponsored projects
Budget Overview is a feature in NUFinancials that allows you to get real-time information about a chart string. A Cognos GL005 is also useful but both have advantages and disadvantages. Instructions on using Budget Overview can be found in myHR Learn.
When viewing Budget Overview in NUFinancials, to get revenue and expense on the same budget overview search use:
At this point, you may want to use the Personalize option to order/delete columns and sort by accounts.