Viewing Budgets

Department operating budgets, listed on the Other Expenses budget line, should be reviewed prior to creating purchase requisitions, submitting check requisitions and expense reimbursements to Accounts Payable, or requesting transfers. Departments should also monitor their Student Wages budget line.



Using SAP or Business Intelligence (BI) to view budget reports

  • BI

    BI Reports are available through Employee Self-Service (ESS) and have been provided for employees by the Business Intelligence team at the Pennsylvania State System of Higher Education (PASSHE). BI pulls data from SAP once a day to enable users to create unique reports that suit their particular needs. There are a variety of tabs and links within these reports to allow for different views of a departmental budget. Users have the ability to sort by items such as year-to-date expenses and open PO's. Also, data can be exported to Excel and/or viewed and printed in a pdf format.

    Please view the BI Training Manual for instructions on viewing your budget in BI. The Business Intelligence Navigation Manual is available for additional information. 

    Please Note: When running BI reports, the pop-up blocker on the web browser must be disabled. See the BI Training Manual for further instructions.