FAQs

You have questions. We have answers!

Click the icon below for the frequently asked questions in that area of interest.

General
General
Wfp
Workforce
Transfers
Transfers
Continuousplan
Continuous Plan
Overview
Reports

 


General

Why can’t I log in?

Make sure you always log in with the SSO.

 

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?

Webwhere

Under the Financial Compass tab (on the Budget Office website), click on the Training Materials link. You'll find anything related to training here. 


Wfp

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.


Transfers

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.


Continuousplan

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.


Overview

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.

 
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