樱花动漫

Budget holders must:

• Apply budgets appropriately on University business
• Procure goods/services in a way that secures value for money
• Comply with financial regulations
• Comply with any external funder terms and conditions of funding or grant
• Code and record income and expenditure properly with sufficient documentation to provide a full audit trail
• Not exceed budgeted expenditure
• Deliver any agreed budgets and targets
• Monitor budgets at least monthly via My Finance Portal
• Promptly provide any information and explanations required by the University’s internal or external auditors or any member of Finance Services authorised by the Chief Financial Officer
• Regularly check approval pool membership for all own projects and budget centres and advise relevant finance team whenever any changes are needed.

The within contains:

• Faculty/department budget reports
• PDA balance reports
• Non-research project budget reports

Reporting users can access a view-only version of the dashboard .

Faculty Budget Holder Dashboard Quick Guide

Faculty Budget Holder Dashboard Filter Guide

Glossary of Key Budget Terms for Faculty Reports

Click the image below to watch a video explaining the dashboard:

‌‌‌

The 'Professional Services' section of the portal contains live information and reports for Professional Services budget holders and reporting users to enable self-service.  This includes:

• Immediate and direct access to reports
• Detailed drilldown of staffing information held in T1 (where access has been granted)
• Ability to view project and non-project finances in one place
• Ability to drilldown to view budgets, transactions (including invoices) and commitments
• Ability to select specific budget(s)/project(s) through filters

PS Budget Holder Dashboard - User Guide 2024

Click the image below to watch a video about the dashboard:‌

Student Dashboard Guide - step-by-step guide to download and view your budget report in T1.

Help and Support

• For externally funded studentship queries - contact idc-researchfinance@exeter.ac.uk.
• For faculty funded RTSG queries or awarded via bench fees with the tuition fee - contact your faculty finance team:
  • ESE-Finance-Team@exeter.ac.uk
  • HASSfpr@exeter.ac.uk
  • HLSfpr@exeter.ac.uk

Portfolio Projects Dashboard Notes (coming soon)

Portfolio Projects Forecasting Pack Notes (coming soon)

How to create a T1 purchase order:

How to get started with the T1 finance system -

Help and support:

• contact points coming soon

To arrange for another member of staff to be given Reporting User Access to view your budget reports in T1, please contact with the following:

• Name and user ID of colleague
• T1 budget centre/project code

Please contact your Faculty finance team if you want them to view any salary costs in that budget.

Please note - reporting user access can only be given to staff, not students.

Once set up, the reporting user can access the reports in the same way as the budget holder - see the relevant report guides in the sections above.

Budget queries

Queries about budgets, transactions or commitments should be directed to the relevant Faculty or Professional Services finance team - see the 'Finance Department Emails' section on our Contact Us page for each team's address.

'How to’ queries about T1

Visit our for how-to guides and for further support contact the .