You have questions. We have answers!
Click the icon below for the frequently asked questions in that area of interest.
Why can’t I log in?
Make sure you always log in with the SSO.
I can’t find my …
Check your: applied filters, context selector, Fiscal Year, and Fund/Org combo.
Where can I find the QRG and other hand-outs from training?
Under the Financial Compass tab (on the Budget Office website), click on the Training Materials link. You'll find anything related to training here.
How do I create a pooled position?
After navigating to the WFP Home page:
- Select the Pooled Labor page.
- Scroll down to the Existing Pooled Labor to edit a previously created position or ADD Labor Pool to create a new position.
- Follow the selection requirements for position type and FOP.
Once all selections have been made, a green submit button will appear to complete the creation or edit. If you want to watch a short video on this material on the Budget website or at the bottom of the Compass Navigation page.
Where do I see my planned pooled positions?
At the top of Pooled Labor page, the Pooled Summary section provides the total amount budgeted for each position type in a fiscal year.
How do I change the destination to correct a transfer?
After navigating to the Transfers Home page:
- Select the transfer in the Existing Transfers section.
- Scroll down to Enter Transfer In Details and edit the destination by deleting the Program code (purple font), then Org and Fund.
- Add a new destination FOP, and the green submit button will appear.
Note: Cells with purple font are capable of being changed. FOPs must be changed starting from the last code entered.
How do I create a two-sided transfer?
The default option for Transfers is a two-sided transfer. In the Select Transfer Detail section, leave the check boxes next to One-Sided and Direct Transfer In unchecked. Complete the remaining section and continue scrolling down to Add Destination. Once all section requirements are satisfied, a green submit button will appear to complete. You can watch a short video on this material on the Budget website or at the bottom of the Compass Navigation page.
I’m on a Non-Labor page; Why can’t I edit my data?
You have likely selected a FOP at the roll-up level. Editable FOPs are underneath the roll-up and have a bullet in front.
Another reminder, always make sure you are on an input page and not a report.
Why don't my Compass reports match GLez?
The timing of information is crucial in comparing Compass and GLez. Compass data does not include encumbrances and actuals hit after the month-end close process.
Remember that in a Forecast Budget, only the current month is active, and the rest are budgeted.
Why are my reports not accurate?
Remember to sync your data to ensure the most up-to-date information (not just your changes but others that might impact your budget). Note: Banner automatically syncs nightly.