How do I navigate in the Cognos Planning Software?
To open the Budget worksheets click on the index listed on the screen to the right of the organizational tree. When you first open the budget worksheet you will need to take ownership. To take ownership you click the ownership button , so that you can edit the data. You will notice there are several different tabs across the top of the screen (Budget Req, Tuition Rev, Res Hall Rev, Comp Detail, New Posn Req, Cap Sum, Cap Bud Req, and Major Remdl/Ren Req). The tabs titled Internal Use and Internal Use R are for the Controllers Office use, you will not need to enter information on these tabs. When you are on a selected tab you will also need to choose the fiscal year or account codes depending on the tab. For example on the Comp Detail tab you will need to select the fiscal year that you would like to adjust from the drop down list at the top as well as the compensation account code from the drop down list.
