How can principals view their account funds by grade level and department on the dashboard as opposed to viewing the budget and encumbrances for the entire account?
To display data at the grade or department level, transactions must be tracked at the activity code level. On the dashboard opening screen, principals select the MCPS Disco Viewer responsibility and proceed to run an online report through Discoverer Viewer that allows them to view available funds down to the level of department or grade level. The “Activity” segment of the chart of accounts represents school activities, by grade or department. To report on budget versus expenditures at the activity level, the school staff member responsible for accounts management must allocate the school’s budget down to the department or grade level.
