Finance and Budgets on CUWeb

1
Welcome

• Finance and Budgets on CUWeb

2
What is CUWeb?

• Like the formerly known Web for Students or Web
  for Faculty, it is a web self-service unit that
  links to Banner for Finance and Budget data

3
How will it help me?

• CUWeb Finance and Budgets will allow you to query
  your current budget information for real-time
  data at any point in time

4
What are its benefits?

• Real-time data no waiting for paper reports
• Access via the web anytime, anywhere
• Use Clark credentials rather than Banner
  credentials
• Mac users will have access
• Easier to drill down to detail level
• Downloads to Excel are easy and intuitive
• Uses the current Banner FUND/ORG security
• Has the ability to build templates only build
  your report once

5
How Does it Work?Logging In

• Use the following URL to open CUWeb
• cuweb.clarku.edu
• Use your Clark username and Password to login

6
Menu

• When you log into CUWeb, you will see a menu
  system with all the things that you have access
  to
• You will see items in your Main Menu that you
  have privileges to in Banner
• Click on the link for Finance and Budgets
• Click Budget Queries to get started

7
Budget Queries

• There are 3 types of Budget Queries you can
  create
• Budget Status by Account (we will focus on this
  today)
• Budget Status by Organizational Hierarchy
• Budget Quick Query
• Click Create Query

8
Enter Parameters

• Choose from the following parameters (we suggest
  at least Adjusted Budget, Year to Date and
  Available Balance)
• Adopted Budget
• Budget Adjustment
• Adjusted Budget
• Temporary Budget
• Accounted Budget
• Year to Date
• Available Balance
• Click Continue

9
Query Choices

• Must enter a value in either the Organization or
  Grant fields as well as the Fiscal Year, Period,
  and Chart of Accounts
• If Grant information is queried, all retrieved
  information is Grant Inception to Date.
  Otherwise, all information retrieved is through
  the Fiscal Year to Date
• You can do comparisons to other Fiscal Years
• In Production CUWeb, Chart of Accounts will be
  pre-filled in and Fiscal Periods will have months
  attached to them
• Like Banner, you can choose to include Revenue
  Accounts if you like
• Click Submit Query

10
Budget Summary Report

• This will look similar to FGIBDST
• If you choose to compare FY, you will have
  additional columns
• Only 15 Accounts show on the page at any one time
  hit Next 15 button to see more
• You can drill down to get more detail in your
  Year to Date columns

11
Downloading Summary Data to Excel

• Download All Ledger Columns will include all
  budget types (adjusted, temporary, etc.)
• Download Selected Ledger Columns will only
  include columns you selected from Enter
  Parameters slide
• Excel will open in a pop-up window make SURE to
  hit the BACK button if you close Excel, it will
  log you out of CUWeb
• Can save spreadsheet for later use

12
Drilling Down to Detail

• Like the Transaction Detail feature in Banner
• More opportunities to drill down to document
  detail
• Download button will extract to Excel

13
Detail Transaction Report

• You will only see details for the org(s) that you
  have privileges to
• Only 15 transactions per page
• Ability to drill down to document detail by
  clicking on document number

14
View Document Detail

• This is where the commodity information will be
  displayed
• Vendor address will also appear here

15
Creating a Template

• Two types of templates
• Personal
• Only you will see it
• Shared
• Everyone will see it
• There are several places to create a template
• Budget Queries Types
• Budget Queries Parameters

16
Retrieving a Template

• By clicking on the drop-down arrow in Retrieve
  Existing Query box and choosing your query
• Kathy or Becky will delete shared templates

17
Questions?

• We value your input - please e-mail Kathy or
  Becky with any feedback
• kcannon_at_clarku.edu
• bfrieden_at_clarku.edu