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2 - Budget to Actual

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Budget to Actual is the most widely used SAP report on campus. Learn about it in this 2-hour workshop, where we'll teach you how to report available budget, verify postings (budget, actual revenue, and actual expense), verify encumbrances, reconcile monthly actual postings, compare prior-year expenditures to current-year expenditures, and look at reserve/fund balances for fiscal-year and multi-year funds.

Note: Budget to Actual does not pull up accounts with funds that begin with 8. If all of yours do, please skip this workshop.

You should be at least minimally experienced with running Budget to Actual and have accounts with other than 8* funds before taking this workshop.

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All workshops are held in a computer lab and include hands-on activities using your accounts. Be sure you have the necessary levels of access to SAP and know your account numbers!

Walk-ins are welcome to any session unless all seats are filled by registrants—you may want to call us at 245-2376 to learn the status of a workshop before you show up.

Hand-outs will not be provided. Please download and print the workshop materials listed below to bring with you.

120 minutes
Office of Budgeting, Financial Planning and Analysis - Archived Account
Additional Info:
Workshop Materials:
pdf file Budget To Actual
pdf file Funds Crosswalk