Viewing Budget Alerts

This topic discusses how to view budget alerts, personalize the My Budget Alert pagelet, and view budget details.

Page Name

Definition Name

Usage

My Budget Alert Pagelet

GL_PE_03

View the top five alerts by the actual amount or by the percentage remaining in the budget.

My Budget Alert Personalization Page

GL_PE_03_PRS

Define default display information for the My Budget Alert pagelet.

Commitment Control Budget Details Page

KK_INQ_BDT_STATUS

The search page is populated with values from the selected ChartField. Click the Search button to display the Commitment Control Budget Details page.

Use the My Budget Alert pagelet (GL_PE_03) to view the top five alerts by the actual amount or by the percentage remaining in the budget.

Navigation:

Click the Personalize Content link on the PeopleSoft Home page.

Select My Budget Alert.

This example illustrates the fields and controls on the My Budget Alert pagelet. You can find definitions for the fields and controls later on this page.

My Budget Alert pagelet

Field or Control

Description

Refresh icon

Click to update the data that appears on the page.

Use the My Budget Alert Personalization page (GL_PE_03_PRS) to define default display information for the My Budget Alert pagelet.

Navigation:

Click the Customize icon on the My Budget Alert pagelet.

This example illustrates the fields and controls on the My Budget Alert Personalization page. You can find definitions for the fields and controls later on this page.

My Budget Alert Personalization page

Field or Control

Description

Ledger Group

Select a specific Commitment Control ledger group.

Sort Data By

Select whether pagelet data is sorted By Amount or By Percent.

Use the Commitment Control Budget Details page (KK_INQ_BDT_STATUS) to the search page is populated with values from the selected ChartField.

Click the Search button to display the Commitment Control Budget Details page.

Navigation:

Click a ChartField value on the My Budget Alert pagelet.

This example illustrates the fields and controls on the Commitment Control Budget Details page.

Commitment Control Budget Details page