Summary of the Report

Users

Frequency

Schedule

NU-Q Department Budget vs Actual Report

NU-Q Employees in leadership / management positions

Monthly or as needed

Monthly, after the NUFinancials General Ledger Portal Journals is locked and NUFinancials Reporting is available.

 

 

Introduction

The NU-Q Department Budget vs Actual Report provides a summary of a department’s year-to-date spending compared to its allocated budget. The report includes encumbrances for the previous month only; historical encumbrance data is not available. Journal entries for OPEX, Professional Development, and Capital Expenses are included.

 

Access to this report is limited to NU-Q employees in leadership or management roles and only for their assigned department(s).

 

While the report can display data for the current month, it will not be complete until the NUFinancials General Ledger Portal Journals are closed and NUFinancials Reporting becomes available. At that point, data for the previous month will be finalized.

 

 

Running the Department Expense Detail Report

The following section describes how to run the NU-Q Department Budget vs Actual Report.

 

  1. Navigate to the NU-Q Department Budget vs Actual Report and log in with your Northwestern NETID and password.. 
      1. Alternatively, navigate to Northwestern Analytics and log in with your Northwestern NETID and password.
      2. From the Home screen, click on the hamburger menu button, then the Content menu, and then the Team Content tab. 


 


 

 

c. In the folder listing, navigate to: 

Team content / Finance Facilities and Research Administration / NUFin Ad Hoc Reports / Provost / Northwestern Univ in Qatar / Department Manager Reports

d. Click on the NU-Q Department Budget vs Actual Report 


 

2. On the Prompt Page: 

  1. Select the Calendar Month and QF Fiscal Year required. 

Note: The QF Fiscal Year corresponds to the calendar year and is NU-Q’s fiscal year. Changing the selection for the QF Fiscal Year will update the parameters on the rest of the prompt page.


 


 

 

  1. Once the parameters for NU Fiscal Year and NU Budget Year have been updated, select the relevant years in both list box. 

Note: If multiple years are listed in the list box, click on Select All to select all years listed. This is due to the difference between the fiscal years for NU-Q and home campus.

  1. Select the relevant Department. Note that employees only have access to their assigned departments.
  1. Click Finish.

 


 

 

3. A report is generated in the default format of a PDF. 


 

4. Detailed expense transaction reports are available by clicking the links in each report. Note that this is only available when the report format is PDF or HTML. Links will not work in other formats. 

  1. To view a detailed report of all expenses related to each Project ID:
    1. Click on the Project ID Description.


 

  1. An Excel report will be generated with all the department’s expense transactions for this Project ID for the QF Fiscal Year of the report. 


 

  1. To view a detailed report of all expenses related to a specific ChartField1 for a Project ID:
    1. Click on the ChartField1 link.


 

  1. An Excel report will be generated with the all the department’s expense transactions for this Project ID and ChartField1 for the QF Fiscal Year of the Report.


 

 

5. For reports in the PDF format, once the report is generated, menu options, such as printing or saving are available at the top right corner of the report.


 


 

 

6. To change the format of the report, click on the button below and select the desired format. This will re-run the report with the same parameters and output in the selected format.


 

7. To re-run the report with different parameters, select the arrow below and follow the steps from 2.


 

 

DOCUMENT HISTORY

 

Creation Date: January 2024

Last Modified Date: January 2026

Owner: Business and Finance Department