Lesson 4: Querying to Determine Budget Basis

Overview 

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Introduction

Budget development often begins with querying to view your permanent budget basis and then planning how to allot funds. You may also choose to download columns for Budget Development query results so you can model your budget externally, using Excel.

In this lesson, you learn how to enter Budget Development queries. You also learn how to read and use queries so that you can select the best query for your needs. Click here to see a brief comparison of Budget Development queries and the Budget Worksheet.

Length

40 minutes

Objectives

At the completion of this lesson, you will be able to:

  • Query to view budget amounts in an Organization Hierarchy
  • Read an Organization Hierarchy report
  • Query for budget amounts by Line Item Detail
  • Read a Line Item Detail report
  • Download ledger columns to Excel

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