How to use the Sum function in a Budget Request
When you log into CORE, you will land on the homepage for your primary assigned Business Role. To see the Quick Links specific to Performance Budgeting, select a PB Business Role from the drop-down under your name.
Quick Links are the colorful icons on the top of your homepage. They provide direct access to CORE pages for the Business Role you are currently using, or they link to other resources like the CORE Support website.
This job aid explains how to use the Sum function in the Budget Lines tab of a budget request layout form within the Performance Budgeting application. The Sum function presents the grid data in a summarized manner by one dimension (chart of account-COA). Please note that the process is the same, regardless of layout. For the purposes of this guide, Budget Layout 100 was used as an example.
Open the budget request that you would like to analyze by a type of dimension/ COA.
Navigate to the Budget Lines tab.
The sum function is part of the grid lines toolbar. Select the sum icon.
The drop-down lists the dimensions in the grid. On selection of a dimension/COA, the system presents the grid in the Advanced Grid format and sub-groups the budget lines as per the selected dimension, displaying sub-totals for the display, posting, and calculated columns. Select the criteria you want to sum on.
In this example, the dimension/COA ‘fund’ was used.
To return to the regular view, select the standard grid icon on the right side of the tool bar.
