| Role | Balance by Fund | Balance by Department | YTD Balance by Iact | YTD Balance by Iact (with Prior Year) | YTD Expenses and Encumbrances | Expense Trend Charts | Transactions Report | Transactions Query Report (TQR) |
|---|---|---|---|---|---|---|---|---|
| Business Officer [1] | X | X | X | X | X | X | X | X |
| Departmental Administrator [1] | X | X | X | X | X | X | X | X |
| Dean [2] | X | X | X | X | X | X | X | X |
| Departmental Executive Officer [3] | X | X | X | X | X | X | X | X |
| WhoKey Administration [4] | X | X | X | X | X | X | X | X |
| Financial Reporting (AFR) [5] | X | X | X | X | X | X | X | X |
NOTE:
[1] Institutional Roles Business Officers category, which includes the person in the primary role & anyone in the Administrative Delegate role
[2] Institutional Roles Deans category, which includes the person in the primary role & anyone in the Administrative Delegate role
[3] Institutional Roles Departmental Executive Officers category, which includes the person in the primary role & anyone in the Administrative Delegate role
[4] WhoKey Administration including Owner, Reviewers & Grant roles
[5] Basic Financial Reporting (AFR) role assigned by Org-level Business Officers
Last Updated: 7/5/2023