Viewing encumbrance balances

Use this procedure to view encumbrance balances for the Project Accounting parameters that you select.

  1. Access Account Category Encumbrance Analysis (AC97.1)
  2. To use this form, select the data on which you want 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.