Your Budget

INDEX

  • Overview of Division Funding

  • Budget Cycle

  • Your Budget

  • Additional Funds

  • Account Numbers & Object Codes

Splitting Costs

You can split costs between budget lines, either within your own department or with another department on campus. You can let your Admin Support know how you would like an invoice to be paid, and you can directly split purchasing card transactions posted to your budget, as you reconcile your monthly Chrome River reconciliations.

Your Budget Data - A MyWhitman Overview

MyWhitman is an online portal for students, faculty and staff, with the goal of having everything we need to refer to in one easy-to-use place.

Colleague connects with the financial management component to MyWhitman, and provides you with an overview of your expenditures and how much funding you have left in your budgets.

Watch the video here for an overview of MyWhitman and the Financial Management platform therein, to better guide you on how to search for, and review, your department budgets.

Step-By-Step Guide to Financial Management (MyWhitman)

STEP 1 - Orientation

How to locate your Financial Management Overview on MyWhitman, an overview of the Finance Query component, how to filter and search for specific department budgets and/or budget lines, and how to generate a budget report during any point of the academic year.

STEP 2 - Access

Let’s make sure that you have access to your budget accounts.

Please enter the general ledger numbers that make up your budget accounts to ensure that data is populating, and that you can see the pertinent financials under the ‘Budget,’ ‘Actuals,’ and ‘Remaining’ columns.

If you cannot see all of your budgets, please email glaccess@whitman.edu to request access.

The brief video included here will walk you through how to simply enter a ‘9’ (all Diversity and Inclusion department budget codes begin with a ‘9’), and all of your budgets should auto-populate.

STEP 3 - Quick Clean-Up

A quick video [01:21] on how to hide a couple of columns in Finance Query that we (an an institution), simply don’t utilize. Here’s how to get rid of them so that you can review your budget data more clearly.