Galaxy
Tips & Training Materials

Galaxy Tips of the Month

How to Transfer Funds to Another School in Galaxy. This document describes when this is appropriate and how to do it.

How to Print Your TO or Save as PDF Galaxy will be unavailable beginning Friday March 15 and will re-open Tuesday, April 2nd. Print or save your TO so you have bulk job information for timekeeping.

Check Bulk Job Year to Date Expenditures To ensure you have budgeted enough money through the end of the year or evaluate whether you have too much, you'll want to compare Year to Date expenditures against the amounts budgeted. This document explains how to do that, especially for jobs that were NOT created in the Per Session and Per Diem sections of the TO.

Please also check out this document: Monitoring Bulk Job Expenditures, which also includes how to check real-time expenditures in EIS.

The Bulk Job Inquiry Screen. Copy this file into your Drive to learn how to run this report and then filter and sort it to see how much you have spent and how much is remaining by Title Category (e.g., per session, per diem, OTPS). Once you have completed the steps in the README section, Column Q will allow you to filter or sort by Title Category. Column R calculates the Hours Remaining which is much more useful than Dollars Remaining. There are many more things you can do with this report to monitor your expenditures using Pivot Tables, Dashboards, and connecting with other documents or sheets you may have. If you are interested in learning more about how to use this report beyond what is contained here, or have any questions or problems with it, email vsittenfeld@newvisions.org.

Please also check out this document: Monitoring Bulk Job Expenditures, designed specifically for payroll secretaries.

Galaxy Management Report. This PDF was created by the Central Budget Office. Instructions on how to navigate the tool begin on Page 6.

Bottom Line Fund Control. Beginning Dec. 15th, if your Total Amount Remaining in AC Totals is Negative, you will not be able to do any mods. Prior Year Rolled Open Encumbrances is EXCLUDED from this amount. Please note that, as always, if any single Allocation Category is in deficit, you cannot do any mods either. That limitation is always 'on'.