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Unit4 has a number of resources available for reporting out to Budget Holders that include detailed transaction listings, employee vacation balances, and a complete organizational chart to identify cost centres, projects, and work orders:

What reports are available to me and what information do they include?

• For detailed, step-by-step instructions to run these reports, please visit Budget Officer Reports - Supervisors (Unit4). 

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I don't remember my work orders - how do I see the work order numbers for all of my schools/departments?

• To find a complete list of your work orders, visit Reports for Supervisors (Unit4) to view the "Modeler" Report.

How do I see all of my direct reports’ employees?

• To find a complete list of your work orders, visit Reports for Supervisors (Unit4) to view the "My Employees" Report.

I approved a purchase in the system, but I don't see it. How do I know what I approved?

• To find a complete list of your work orders, visit Reports for Supervisors (Unit4) to view the "My Requisition Approval History" Report.

Modeler

Summary:

This tool gives a visual representation of the organizational flow for work order structure. You can find relevant cost centre, project, and work order information - including the relevant 4-digit shortcode for each work order.

BEGIN: What you need to have to start accessing your work order and budget reports:

•  Your Unit4 login

PROCESS:

Choose "WO Structure for Workflows" from the dropdown menu in the left-hand column:Image Removed

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