Review Budget Alerts (Notifications and Worklist) for Control Budget

Purpose:  Use this document to review budget alerts notifications (including your Worklist) for Control Budget in ctcLink.

Audience:  Finance staff.

You must have at least one of these local college managed security roles:

  • ZZ Former Employee
  • ZZ PeopleSoft User

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

The Budget alert notification process is setup through commitment control security. In commitment control, you can receive the alert/notification in the case of budget exception and/or early warning alert. This alert/notification can be viewed from Worklist or email, if you have setup as alert/notification receiver.

Review Budget Alerts (Notifications) for Control Budget

There are two different options for reviewing budget alert notifications for control budget exception.

Alert Notification Through Email
  1. You will receive an email for alert notification (If you are setup as a receiver of budget exception and/or early warning alerts).
  2. Note that the From and To email ID may be different.
  3. Once you select the link generated in the email, it will open the budget exception page. See QRG (Review Budget Exceptions by Budget Chartfield).
Email sample of Budget Exception for Budget Type with long link for the General Ledger Journal
Alert Notification Through Worklist

Navigation: Worklist > My Worklist - Detail or Summary View

  1. You can filter the Worklist for “Review Budget Exceptions” to just display the Budget exceptions.
  2. Once you select the respective budget exceptions link from the Worklist, it will open the budget exception page. See QRG (Review Budget Exceptions by Budget Chartfield).
Worklist page
  1. Please follow below QRGs to view Budget Exception:
  2. The process to review budget alerts is now complete.


Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.