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):
My Requisition Approval History
Summary:
This report gives a detailed review of all the purchase requests you have approved and includes information such as the Purchase Order issued, Workflow status, who requested the purchase, and the Work Order charged with the cost.
My Employees Vacation Balance History
Summary:
This report gives a detailed review for a single employee (Resource ID) of all applicable vacation balances. Note, you will only be able to view those employees that report directly to you as their Work Order Manager.
