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Reporting Budget Ledger

Reporting Budget Ledger

The Reporting Budget Ledger is a method for units to upload non-Sponsored Funds budget data into M-Pathways. The uploaded data is then available for reporting purposes in M-Pathways (nVision) and the U-M Data Warehouse for all-funds reporting by department, program, or project/grant.
Loading budget data for reporting allows departmental administrators to:

• Use one system to record budget and actual revenue/expense data
• Utilize standard reports from M-Pathways or BusinessObjects to compare budget data with actuals data (variance reporting)
• Define the timeframe for the budget data (e.g., monthly, quarterly, or annually)

Template

Use the Report Budget Layout spreadsheet as a template to enter the budget line data.  Download and save the spreadsheet to your computer.

Note:  The template is reusable.  ITS will inform you when a change has been made that would require you to download a newer version of the template from this Web page..

Upload Process

You can now upload the data file created from the completed template directly into the M-Pathways Reporting Budget Ledger. 

The Reporting Budget Ledger Upload Process document in My LINC contains instructions to: 

• Enter budget lines in the spreadsheet
• Create the data file
• Upload the file into M-Pathways
• Verify the upload process
  

Reports with Reporting Budget Ledger Data

The following reports are designed to display all-funds financial reconciliation data, including your Reporting Budget Ledger data. 

BusinessObjects reports:

• CMB Reporting Bdgt Ledger NonSponsored Reconciler by Fund/Dept/Prgm
• CMB Reporting Bdgt Ledger NonSponsored Reconciler by PG

nVision report

• Income Statement Variance by Dept/Dept Group (MGLN075D)
  

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