1. BUDGET INFORMATION
PALOMAR COLLEGE

2. BUDGET HOURS, LOCATION AND MAIN NUMBERS
LOCATION: Room A116 – A118
HOURS: 8:00 a.m. to 5:00 p.m., Monday through Thursday
8:00 a.m. to 4:30 p.m., Friday
Phone lines: Brandi Taveuveu 2880
Mary Vorhis

3. Chart of Accounts: Navigation: Palomar Web Site – Faculty and Staff –Fiscal Services – Chart of Accounts

4. Salary Building Blocks (Please see the difference between
Salary Building Blocks (Please see the difference between Instructional and Non-Instructional)

5. 2017-18 BUDGET ADJUSTMENT FORM
Budget Adjustment form: Navigation: Palomar web-faculty and staff-Fiscal Services-Department-Budget-Budget Note: Ribbon Color Changes based upon Fiscal Year Adjustment Form
BUDGET ADJUSTMENT FORM
(NOT for Expenditure Transfers)
Requested By:
Date:
Authorized By:
(Department Chairperson/Director and Date)
(Division/Vice President and Date)
Contact Person:
Reason for Adjustment:
Extension:
Business Unit: PALMR
Department:
Budget Year: 2018
Account
Fund
Dept/Org
Program
Class
Proj/Grant
(Decrease $)
Journal #
6 Digits
2 Digits
5 Digits
2-5 Digits
7 Digits
Increase $
Description
For Fiscal Use 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 $
Fiscal Approval/Date: ______________________________
Entered/Date:______________________________

6. ANSWERS TO FREQUENTLY ASKED QUESTIONS
When writing out a budget adjustment and all money is coming from one account eg: write the budget adjustment as follows:
dept # prog code # ,000.00
dept # prog code # ,000.00
dept # prog code # ,000.00
Balance –
Note: # = varying numbers

7. ANSWERS TO FREQUENTLY ASKED QUESTIONS (Cont)
When writing a budget adjustment, do not put different project/grants on one budget adjustment. Please use an additional budget adjustment.
Budgets must remain in their respective grants. You can not move money from one grant to another grant on the budget adjustment. (That can be done on an expenditure transfer after the money is spent. Please ask Fiscal Accountants how to accomplish this).
You can check the Budgets Overview to see if your budget adjustment has been processed.

8. How to get to Budgets Overview(Once in Budgets Overview
How to get to Budgets Overview(Once in Budgets Overview save into your Favorites)

9. Using Budgets Overview in PeopleSoft:
Using Budgets Overview in PeopleSoft: Put information in ChartField Criteria (The less information you put in the more information you will receive). Then click on Search.

10. Click on the Double pages on the line you are looking for information on. (See Below)

11. Click on the Green Budget Book.

12. First click on the magnifying glass and then on the arrow.

13. This will bring up all information on budget adjustments and expenditures, slide the bar to the right and you will see the movement of the monies.

14. The end result.

15. Foundation Checks
When a department receives a foundation check, they need to write a budget adjustment.
The first line is the Revenue line and is as follows:
Account     Fund     Dept                Program  SubClass  Project/Grant
         12      THEIR DEPT #    67260            08              
The second line is the budget setup and is as follows:
   Account       Fund             Dept                Program    SubClass    Project/Grant
Acct Pool #        12      THEIR DEPT #           #####            ##             
Bring Budget Adjustment and the Check to Room A118 for processing or send to Budget Department along with the whole check (top and bottom) and I will take care of it.

16. nVision Training
If you do not have access to nVision, you will first need to contact
David Rice , ext 3112 or to give you access to
nVision and to the Add ins.

17. nVision (A series of clicks: Main Menu – Reporting Tools - PS/nVision – Define Scope)

18. nVision (cont): In SetID choose PALMR in Report Scope Put your initials or scope ID press Search (DO NOT USE MV THAT IS MINE)

19. nVision (cont): Choose Scope you want to use.

20. nVision (Cont.) : Navigation: View – Fund – Project – Save – PS/nVision

21. nVision (Cont.) Click on Define Report Request

22. nVision (cont): Fill in Business Unit and Report ID – Click on Search – Find Scope you used

23. nVision (cont): For most current information use the end of the Fiscal Year as the date for your report (will come up with today’s date. Then check the Scope and Delivery Templates.

24. nVision (Cont. ) Check to make sure the Scope is the one you chose
nVision (Cont.) Check to make sure the Scope is the one you chose. - OK

25. nVision (cont): Select Run Report – Save – Report Manager

26. nVision (cont): Click on OK

27. nVision (Cont.): On the Report Manager page select the Administration Tab – Refresh until you get the results

28. nVision (Cont): Click on the project/grant in the description

29. nVision: Click on Open

30. nVision: This is it!!! Upper portion of page

31. nVision: Bottom portion of page

32. nVision (Cont. ) Make sure you have Add-ins
nVision (Cont.) Make sure you have Add-ins. If you do not have this function please call David Rice 3112, he will set you up.

33. nVision (Cont.): Click only the Bold amounts – Click on Add-in – nVision Drilldown - Drill

34. nVision (Cont.): Only choose Journal Lines

35. nVision (Cont.): Open

36. nVision: This is the end result. This page gives you the
nVision: This is the end result! This page gives you the information of what was spent, how much and the vendor name. If you keep shadow books, this will be the comparison.