In This Article:
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:
- Budget Analysis Report = synopsis of cost centre activity with the ability to see individual work order transactions
- Work Order Transaction Detail = detailed review of all transactions relating to a single work order
- My Employees Vacation Balance History = detailed review by employee of vacation balances
- My Requisition Approval History = review of purchase approvals
- Modeler = complete org structure
- Employments by Dean/Director = higher level overview of employments according to cost centre
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:
- Login to Unit4.
- Navigate to the "Common" tab on the Menu.
- Select "Modeler" under the Structures section.
- Click on "Modeler" to open the tool:
- Choose "WO Structure for Workflows" from the dropdown menu in the left-hand column:
- You will need to click on the down arrow (Show) to expand the org structure, to collapse select the up arrow (Hide):
