Viewing encumbrance balances

  1. Access Account Category Encumbrance Analysis (AC97.1).
  2. Select the data to inquire.
    See Selecting data for balance inquiries.
  3. To view actual, commitment, and budget data details, click Actual, Commitment, Budget.
  4. To view budget, actual, pre-encumbrance, encumbrance, and remaining balance totals summarized by account category, click Summarized.
  5. To view encumbrance data for up to four select activities side-by-side, click Activity. You can select the activities to display and select to see actual, budget, encumbrances, pre-encumbrances, encumbrances plus pre-encumbrances, or actual plus all encumbrance amounts.