Fiscal Year Explorer
You can access the Fiscal Year Explorer when you right-click the Fiscal Year record in the Find Tool results list, and select Explore. Or, you can select Links, Fund Explorer from the Explorer workform. Use the Fiscal Year workform to see a graphical view of the Fiscal Year and the fund hierarchy of its associated funds. The Fiscal Year Explorer also displays the following information:
On the General tab -
- Name - The name of the fiscal year
- Start date - The beginning date for the fiscal year
- End date - The ending date for the fiscal year
- Status
On the About tab -
- Record ID number - The number that identifies the fiscal year record.
- Creator - The staff member who created the fiscal year record.
- Creation date - The date the fiscal year record was created.
- Modifier - The staff member who modified the fiscal year record, if applicable.
- Modifier date - The date the fiscal year was modified, if applicable.
- Fund information - Select each fund in the Fiscal Year Explorer, and the following information appears for the fund and its subfunds:
- Total Allocated - The total amount allocated for the fund.
- Currently Encumbered - The total amount encumbered in purchase orders that have not yet been paid.
- Expended - The total amount paid from this fund.
- Free Balance - The total amount left in this fund that is available for purchasing materials.