Budget Duration Code indicates whether to view temporary or permanent budgets, or both in query results. Because the University of Illinois uses only permanent budgets, selecting All is an easy, harmless default to use.

A Financial Manager may be associated with a fund and/or an organization in Banner, but rarely is in practice. Selecting None is an easy default, recommended to avoid including a primarily empty column in query results.

Generally, select all the checkboxes in the Check to Include section to quickly include all budgeted line items in query results. Transfers are not budgeted at the University of Illinois, so including them in criteria does not change the query results.

The Save Query As field is for you to enter a title for a query so you can save its parameters and re-use them later.

To prevent your query from being duplicated or overwritten, be sure that the Shared check box is always unchecked.