- Log into Colleague's UI using the link here.
- As a budget officer looking to unevenly distribute budget funds over the course of a given fiscal year, visit the OWLI: Officer Worksheet Line Items screen in Colleague.
- Upon visit to the OWLI screen, you will be prompted to enter the budget ID for the fiscal year for which you'd like to unevenly distribute budgeted totals. Key three period marks & press the TAB & Enter keys to have Colleague display a list of availble options to you, if needed.
- The next pop-up will display options to drill deeper into your user's assigned branches of the chosen budget responsibility tree. NOTE: An option labeled 'FINOPS', if available to you, will grant permissions to all branches of the chosen responsibility tree, including Revenue & Payroll budgets for each department.
- Next, several GL Line items will display for you from the chosen budget tree branch. Select the paper icon button to the right of the GL Account No. for which you'd like to take next steps to unevenly distribute budgeted funds for your chosen fiscal year.
- From here, you will see a pop-up menu with optional next screens. Select BLID: Budget Line Item Distribution.
- Once successfully visiting the BLID screen for your chosen GL Account No., click into the Table ID field &, from your keyboard, select the CTRL+ALT+D buttons to wipe out the existing 'EQUAL' value.
- Once that is clear, enter the word 'DOLLAR' in the Table ID field to open the right column of fields for edit.
- NOTE: Remember to ensure your Undistributed Amount total is at $0.00 before saving. This means you have successfully disbursed all budgeted funds for this GL Account No. for the chosen fiscal year.
- Once confirmed, you are then ready to 'Save'.
- Once you've finalized uneven distributions for all required GL Account No.'s alert the IT Department at [email protected] to initiate the steps required to post to the general ledger.
Best of luck!