This process does not apply to Payroll.
- Login to Summit
- Open UITS Dept. Mgt Dashboard
- Select Operations - Non-Payroll (top, left)
- Choose Dept ID/your department
- Apply
- See Budget, Actuals, Encumbrance and Balance (by Fund: CAS, BDL, etc.)
- View by Budget Category
- Select View "By Department & Budget Group"
- You see the same information BUT in more detail. Budget Group balance is what Buyways uses to determine sufficient funds
- View Encumbrance or Actuals
- Select View "By Department & Budget Group"
- Drill down on Actuals or Encumbrance figures to see where funds were spent
- View by Budget Category