Viewing an Organization Unit Financial Summary

To view the organization unit financial summary:

  1. Search the organization units and open the one of interest, as follows:

    1. In the standard interface, click Search > Administrative > Org Units.

      The Modify Organization Units page opens.

    2. Specify search criteria and click Search.

      Organization units that meet your search criteria are listed.

    3. Click the name of the organization unit of interest.

      The View Organization Unit page opens.

  2. In the Financial Summary field, click the link, which is the name of the financial summary.

    The Financial Summary page opens.

  3. In the Fiscal Year field in the Approved Budget section, select View All or select the fiscal year of interest from the drop-down list.

    The Financial Summary page is refreshed to reflect your selection.