Budget Adjustment Report
Important Notes:
The Budget Adjustment Report can be generated to view fully approved budget adjustments.
You can make this report a favorite by selecting the star icon in the upper right corner of the report banner.
Step 1: Locate and Launch the Budget Adjustment Report
Begin by signing in to Bronco Hub.
Select My Organization from the top navigation section of Bronco Hub and then AXIOM.
Select the drop down next to Budgeting Reports located at the top of the screen
Select the Boise State Budget Reports dropdown.
Select Budget Adjustment Report.
Results will populate below the Budget Adjustment Report header.
Step 2: Filter the Budget Adjustment Report
Select the filter icon to filter the Budget Adjustment Report
Select the “Fiscal Year” dropdown and select the correct fiscal year. Then set your parameters by choosing from the dropdown menu or begin typing.
Filter by Department.
Filter by Cost Center.
Filter by Project.
Filter by Adjust Type. (BTT=permanent or base budget transfer, OTT=One-Time Transfer, CFD=Carry Forward)
Filter by Position Number (PCN).
Filter notes and tips:
If your desired filter doesn’t show up as a preset filter option you can use the filter wizard for additional options.
Use the Filter Wizard dropdown to filter for multiple funds, departments, or cost centers.
Filter by any field(s).
You must double click the field in the left menu for the options to show on the right menu. Then select your choice and select Apply.
Select Ok to apply your filter.
Select Apply on the left hand filter menu to run your updated report.
Be aware that there might be a hidden scroll bar at the bottom of the report. This indicates that there are additional fields available, but you may not be able to scroll to view them all. Please adjust your view or export the data if you need to see all fields.
Step 3: Drill to Details and Export to Excel
The Budget Adjustment Report allows you to drill down into the Adjustment Name to view underlying details.
This feature helps you review specific adjustments within the report.
Any Adjustment Name highlighted blue is available for drill down; select blue hyperlinked text to drill into details.
Export the Budget Adjustment Report data to Microsoft Excel for further analysis.
End of Process
Need help with the steps above?
If you need assistance with the process outlined above, reach out to the Office of Budget and Planning at budgetandplanning@boisestate.edu.
If you have suggestions to improve the instructions in this job aid, please submit an OCI Service Request ticket.