Grant: YTD Budget Report
Hub - Home
1. On Tyler Menu type "YTD Budget"
2. Click on search results
3. Click on Seg Find…
4. Enter Project Number
5. Account Type equals Expense
6. Click on Accept
7. Click on Report Options
8. Select Sort Options
Recommendation:
Sequence 1 Project ALWAYS
Sequence 2 Report Unit only if you track by location
Sequence 3 Budget Check ALWAYS actuals cannot exceed budget by 110%
Sequence 4 Object if you want to see this detail
9. Verify Print Options
10. Verify Additional Options
11. Click on Accept
12. Click on Back
13. Click on PDF
Open PDF
14. Review Report
Important columns: Revised Budget, Actuals, Encumbrances/Requisions, Available Budget, Percent Used.
