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How to Run the OTPS Budget Query

This query shows available balances, pre-encumbrances, encumbrances, expenditures, and starting balances of the department or program’s budget accounts. 

  1. Log in to CUNYfirst.
  2. Click the Navigator Icon, and go to Financials Supply Chain > Reporting Tools > Query > Query Viewer.
  3. Enter “BKL_OTPS” in the “Begins With” field and click “Search.”
  4. Locate (BKL_OTPS_BUDGET_VER_1_3), the OTPS Budget Overview query, in the search results. Favorite this query for future use by clicking “Favorite.”
  5. The query may be run in the preferred format by clicking “Excel” or “HTML.” Please note: Popup blockers must be disabled to properly view query results.
  6. On the next screen, enter the following information: Budget Period: fiscal year in four-digit format (e.g., 2023) Department: five-digit CUNYfirst department code Program: five-digit CUNYfirst program code
  7. Click “View Results.”

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