Welcome

Finance and Budgets on CUWeb

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

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

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

How Does it Work?Logging In

Use the following URL to open CUWeb:cuweb.clarku.edu

Use your Clark username and Password to login

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

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

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

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

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

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

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

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

View Document Detail

This is where the commodity information will be displayed

Vendor address will also appear here

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

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

Questions?

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