1. Welcome Finance and Budgets on CUWeb

2. What is CUWeb? Like the formerly known Web for Students or Web for Faculty, it is a web self-service unit that links to Banner for Finance and Budget data

3. How will it help me? CUWeb Finance and Budgets will allow you to query your current budget information for real-time data at any point in time

4. What are its benefits? Real-time data – no waiting for paper reports Access via the web – anytime, anywhere Use Clark credentials rather than Banner credentials Mac users will have access Easier to drill down to detail level Downloads to Excel are easy and intuitive Uses the current Banner FUND/ORG security Has the ability to build templates – only build your report once

5. How Does it Work? Logging In Use the following URL to open CUWeb: cuweb.clarku.edu Use your Clark username and Password to login

6. Menu When you log into CUWeb, you will see a menu system with all the things that you have access to You will see items in your Main Menu that you have privileges to in Banner Click on the link for Finance and Budgets Click Budget Queries to get started

7. Budget Queries There are 3 types of Budget Queries you can create: Budget Status by Account ( we will focus on this today ) Budget Status by Organizational Hierarchy Budget Quick Query Click Create Query

8. Enter Parameters Choose from the following parameters (we suggest at least Adjusted Budget, Year to Date and Available Balance) Adopted Budget Budget Adjustment Adjusted Budget Temporary Budget Accounted Budget Year to Date Available Balance Click Continue

9. Query Choices Must enter a value in either the Organization or Grant fields as well as the Fiscal Year, Period, and Chart of Accounts If Grant information is queried, all retrieved information is Grant Inception to Date. Otherwise, all information retrieved is through the Fiscal Year to Date You can do comparisons to other Fiscal Years In Production CUWeb, Chart of Accounts will be pre-filled in and Fiscal Periods will have months attached to them Like Banner, you can choose to include Revenue Accounts if you like Click Submit Query

10. Budget Summary Report This will look similar to FGIBDST If you choose to compare FY, you will have additional columns Only 15 Accounts show on the page at any one time – hit Next 15 button to see more You can drill down to get more detail in your Year to Date columns

11. Downloading Summary Data to Excel Download All Ledger Columns will include all budget types (adjusted, temporary, etc.) Download Selected Ledger Columns will only include columns you selected from Enter Parameters slide Excel will open in a pop-up window – make SURE to hit the BACK button – if you close Excel, it will log you out of CUWeb Can save spreadsheet for later use

12. Drilling Down to Detail Like the Transaction Detail feature in Banner More opportunities to drill down to document detail Download button will extract to Excel

13. Detail Transaction Report You will only see details for the org(s) that you have privileges to Only 15 transactions per page Ability to drill down to document detail by clicking on document number

14. View Document Detail This is where the commodity information will be displayed Vendor address will also appear here

15. Creating a Template Two types of templates Personal Only you will see it Shared Everyone will see it There are several places to create a template Budget Queries Types Budget Queries Parameters

16. Retrieving a Template By clicking on the drop- down arrow in Retrieve Existing Query box and choosing your query Kathy or Becky will delete shared templates

17. Questions? We value your input - please e-mail Kathy or Becky with any feedback kcannon@clarku.edu bfrieden@clarku.edu