View the Fiscal Year and Fund Hierarchy

After you set up a fiscal year and its associated funds and subfunds, you can view the entire fund structure and the fund balances in the Fiscal Year Fund Explorer window.

Tip:
You can also see an individual fund and its associated subfunds in the Fund Explorer window. See View the fund structure.

To view the fiscal year and all the funds associated with it.

  1. Use one of the following methods to access the Fiscal Year Fund Explorer:
    • From the Fiscal Year workform, select Links > Fund Explorer.
    • From a fiscal year listed in the Find Tool results, right-click the fiscal year, and select Explore from the context menu.

      The Fiscal Year Fund Explorer appears.

      FundExplorer.gif 

  2. Select a fund to see the fund totals and the subfunds associated with the fund. The fund information appears on the right side of the explorer.