Checking the budget group total obligations

  1. Select Budgeting > Scenarios.
  2. Open a budget scenario and click the Edit Templates tab.
  3. Open a template and click the Groups tab.
    The budget groups represent the edited accounting string. If the Edit Blank Posting Elements check box is selected, the template generates budget groups that include blank elements for non-required dimensions.
  4. To view the budget group total obligations, open a budget group. Click the Obligations tab.
    For each budget group, total obligations in the template currency are displayed for each edited calendar period.

    The budget edit period type determines how obligations are tracked

    • Monthly
    • Quarterly
    • Yearly

    The budget edit range determines how obligations are tracked:

    • Period
    • Year to date
    • Life to date
    • Total

    Obligations for each budget group are maintained across subsequent transactions.

  5. To view pending obligations, click the Unreleased tab.
    Pending obligations are transactions that are unreleased or pending release. These transactions can increase or decrease the obligation of budget groups in a template. The encumbrance option of these transactions is set to Track, or Track and Edit in the system code.