FY2020

 

Additional materials about the Budget Planning Module (BPM), Budget Control, and pre-encumbrances are available on our Training Materials page. 

Available PeopleSoft Reports and Queries, with instructions for navigation
Available Reports Navigation
Reports for BPM
  • Salary Roster Report
  • Trial Balance Report
Gemini Financials>Main Menu>Commitment Control Custom>Budget>Budget Reports
Reports for Budget Development and Maintenance
  • Operating Fund Balance and Budget
  • Year to Date Budget Summary
  • Open Purchase Orders (Encumbrances)
  • Employee and Position Roster by Date
  • Five year Revenue Trend Report
Gemini Financials>Main Menu>Reporting Tools>UTD Reporting Console
  • Departmental Employee Roster
  • Payroll Encumbrances by Department
  • Payroll Encumbrances by Cost Center
  • Position Roster
  • Vacant Position Roster
  • Employee and Position Roster
  • Active Employees by Date
Gemini Financials>Main Menu>UTD Customizations>Management Reports
  • Search ‘REVIEW_ENCUMBRANCE’ to view by cost center, dept ID, and EmpID
  • Search ‘REVIEW_PREENCUMBRANCE’ to view by cost center, dept ID, and position
Gemini HR>Main Menu>Reporting Tools>Query>Query Viewer