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It explains how budgets are tracked across fund types, the required chart inputs, and the navigation path to the Budget Summary Inquiry report. The guide covers Fund 100, Fund 105, and Restricted funds, including how the Details hyperlink opens transaction-level results and how to export drilldown data to Excel for reconciliation of encumbrances.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/budget-summary-inquiry-with-drilldown-input-guidelines-and-drilldown-details/246048/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/budget-summary-inquiry-with-drilldown-input-guidelines-and-drilldown-details/246048.png","ImageObject",442,249,{"name":88,"@type":89},"Levi","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-26","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":30},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"Where is the available budget balance shown, and why?","Question",{"text":108,"@type":109},"Available budget balance is provided on the control account. Budget balance inquiry is available on the control account, not the detail account where expenses are posted.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How do I drill down to transaction details from the Budget Summary page?",{"text":113,"@type":109},"Click the Details hyperlink. A new window opens with detail transactions, and the Download icon exports the data to Excel.",{"name":115,"@type":106,"acceptedAnswer":116},"How can exported Excel data help reconcile encumbrances?",{"text":117,"@type":109},"Sort the Excel download by PO number (column T) and by Travel Authorization number (column S). This helps identify open encumbrance balances and related transactions that clear them.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},246048,1791720349,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":30,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":25,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":47},7971461740909,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Budget Summary Inquiry with Drilldown  \nBudget Summary Inquiry with Drilldown................................................................................................ 2  \nInput Guidelines .................................................................................................................................. 3  \nSample Input Pages by Type ................................................................................................................ 4  \nBudget Summary Inquiry Input Page – Fund 100 example................................................................ 4  \nBudget Summary Inquiry Page – Fund 100 example......................................................................... 5  \nDrill Down to Details Hyperlink ........................................................................................................ 6  \nBudget Summary Input Page – Fund 105.......................................................................................... 7  \nBudget Summary Inquiry Page – Fund 105 ....................................................................................... 8  \nBudget Summary Inquiry Input Page – Restricted............................................................................. 9  \nBudget Summary Inquiry Page – Restricted.................................................................................... 10  \nBudget Summary Inquiry Input Page – Grants and Capital Projects example .................................. 11  \nBudget Summary Page – Grants and Capital Projects example ....................................................... 12  \nBudget Checking Accounts List by Type.............................................................................................. 13  \nBudget Check Account List – Fund 100 – OPR_CT_GRP & Fund 105 NON_CT_GRP ......................... 13  \nBudget Check Account List – Restricted/Capital ............................................................................. 14  \nBudget Check Account List – Grants PRJ_CT_GRP........................................................................... 15  \nBudget Summary Inquiry with Drilldown  \nThis page provides the available budget balance. Budgets are tracked using control accounts and budget balance inquiry is available on the control account, not the detail account where expenses are posted.  \n• Operations fund 100 is tracked by department  \n• All others funds are tracked by either by project or program  \n• Please note that users who do not have all-accounts security (non-comp only or student only compensation) will see limited data depending on the budget setup for ledgers.  \nThe chart below shows required inputs to see the available budget and the control account used to load & track budgets.  \nNavigation-Navigator Menu>Chapman Customizations>Reports>Budget>Budget Summary Inquiry  \nInput Guidelines  \nWith sample chartfields  \nSample Input Pages by Type  \nBudget Summary Inquiry Input Page – Fund 100 example  \n• Enter the required fields and click on the Search button  \n• The system will show the search results  \n• For Fund 100 select Account 510000 to see the non-comp spending available budget  \nBudget Summary Inquiry Page – Fund 100 example  \nThis page displays the annual budget for department 1320 and breaks down the expense by Encumbrance, Expense, Pre-Encumbrance and shows the Available Budget Balance. Click on the Details hyperlink to view transaction details.  \nDrill Down to Details Hyperlink  \nA new window will open with a listing of the detail transactions. Click on the Download icon to export the data to Excel. You can scroll to the right to see additional details.  \nFor reconciling and clearing encumbrances, it may be helpful to sort the Excel download by PO number on column T, then by Travel Authorization number on column S to identify the open encumbrance balances.  \nThe Source Transaction Type field will be used to identify document types. Below is a brief explanation of the document types tha","cbCais2YeR80kkLR","https://ap.wps.com/l/cbCais2YeR80kkLR","pdf",583796,"English","# Budget Summary Inquiry with Drilldown\n## Input Guidelines\n## Sample Input Pages by Type\n## Drill Down to Details Hyperlink\n## Budget Checking Accounts List by Type\n## Budget Summary Inquiry Page - Fund 100 example\n## Budget Summary Inquiry Page - Fund 105\n## Budget Summary Inquiry Page - Restricted","[{\"question\":\"Where is the available budget balance shown, and why?\",\"answer\":\"Available budget balance is provided on the control account. Budget balance inquiry is available on the control account, not the detail account where expenses are posted.\"},{\"question\":\"How do I drill down to transaction details from the Budget Summary page?\",\"answer\":\"Click the Details hyperlink. A new window opens with detail transactions, and the Download icon exports the data to Excel.\"},{\"question\":\"How can exported Excel data help reconcile encumbrances?\",\"answer\":\"Sort the Excel download by PO number (column T) and by Travel Authorization number (column S). This helps identify open encumbrance balances and related transactions that clear them.\"}]","Budget Summary Inquiry with Drilldown - Input Guidelines and Drilldown Details | PDF",1789232967]