Navigation: Commitment Control > Review Budget Activities > Budgets Overview

1. On the Budgets Overview search page displays.
2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
   • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA240_DETAILKK (College, Process).
3. The Budgets Overview page displays. Enter in a meaningful Description, i.e. DETAIL_KK Budget Overview.
4. In the Budget Type section, enter the following criteria:
   1. Enter or select the Business Unit.
   2. The Ledger Group/Set defaults to the most common 'Ledger Group'. Optional to select 'Ledger Inquiry Set'.
   3. Enter or select the Ledger Group. This field value determines the level of information reported.  PROJECT_KK reports at the summary (or roll-up).  DETAIL_KK reports at the level used for budgeting.
5. Enter the Type of Calendar information:  
   • Detail Budget Period sorts the data by the Budget Period that was Budget Checked.  
   • Detail Accounting Period sorts the data by which period the expenditure was posted in the General Ledger.
   • Summary Accounting Period allows GL accounting period for fiscal year (must select Calendar ID, then period is 1).
6. Enter ChartField Criteria information. This section is the filtering portion of the snapshot.
7. Select Search to view the results. The Budget Overview Results page will display.

8. The Ledger Totals section is the summary of the criteria used for the search.  
9. The Budget Overview Results lists individual ChartFields that meet the criteria, i.e. Grant Project #0000007858 is used for this example.
10. Use the scroll bar to scroll to the far right of the page to view additional columns such as Budget, Expenses, Encumbrance and Pre-Encumbrance.

**updates are in progress!**

Section complete.

1. From the Budget Overview Results page, select the Details link.
2. The Budget Details window displays, next to the desired amount select the Drill to Ledger or green open book icon.

3. The Ledger window displays. Review the information on the Budget Chartfields and Amounts tabs.
4. Select the Magnifying Plus Glass icon (referenced as the 'Drill Down' icon) to open the 'Activity Log' window.
5. Review the information on the Activity Log window by using the scroll bar back and forth.

6. Select the Magnifying Plus Glass icon (referenced as the 'Drill Down' icon) to open the 'General Ledger Journal Line Drill Down' window.
   • Review the General Ledger Journal Line details such as Journal Line Description and Line Status.
   • Optional to drill further by selecting the folder with red arrow icon hyperlink to navigate to source document, i.e. Voucher or Journal ID..
     • Go to Source Entry link navigates to a new page to view actual Voucher ID or Journal ID.
     • Go to Source Inquiry link navigates to a new page to Find an Existing Value search page.
   • Select the OK button to return to the prior window/page.
7. Select the Feet icon (referenced as the 'Drill to Activity Log Inquiry' icon) to open the 'Commitment Control Activity Log' page.
   • Depending upon your security access, review the Activity Log lines as needed.
   • Close out the page(s) to return to Budget Details.

8. Section complete.