From Left to Right the navigation tabs available are: Accounts/Funds/Balance/Actuals/Transactions/Planning/Admin


  • The Accounts tab navigates you to the home account structure screen where you will find summary level data of all the accounts in your view.
    • The Ad-Hoc view allows you to filter a custom set of accounts

  • The Funds tab hosts the Funds Balance report. The report organizes Funds by FY funding and expands to the CAN level. All Funds that are within your view are found here. 
  • The Balance tab is where you will find the Balance of Accounts custom IC reports and straight-line reports. (As with all screens in Beacon Finance, you can navigate the account hierarchy by clicking on the name of the account here. As you navigate to different screens, the account will remain constant unless you change it.)
  • The Pending tab contains a variety of screens detailing upcoming transactions
    • Pending Purchases - A subsection of POTs/AMBIS data that highlights requests that have been approved by an AO or PI (IC dependent)
    • Pending Requests- A subsection of POTs/AMBIS data that highlights requests that have not yet been approved by an AO or PI (IC dependent) 
    • Manual Orders - POT/AMBIS transaction with an order number that appears in both POTs and Vision transactions
    • Open Commitments - Transactions that have been committed but not yet Obligated
    • Near Real-Time (Unposted Transactions)- All transactions that have been processed by NBS during the day but have not yet been officially posted to Vision.
  • The Actuals tab contains a variety of reports. 
    • PS/OO Details - Reports on employee level PS projected costs from HR + summarized OO transaction  
    • FYxx OC Details - A summary-level transaction report of only current year-funded transactions. Transactions are grouped by month and OC code.
    • FYxx Category Details - A summary-level transaction report of only current year-funded transactions. Transactions are grouped by month and Category groups (IC dependent). 
    • CAN by Funding FY - A report that summarizes obligations and commitments processed in a fiscal year by the transactions funding FY 
    • CSA Rollup- Central Services Assessments (also known and Managed Funds) report. A sum of obligations are grouped by the assessment number mechanism code and IC the obligation was charged to.
    • Mechanism Summary - A Summary of obligations by Mechanism code for a specific account
    • Vendor Summary - A Summary of obligations by Vendor code for a specific account  
  • The Transaction tab is where you can find specific transaction-level details. 
    • Today (entire view) - Loads the transaction screen filtered to transactions downloaded this morning.
    • This week (entire view) - Loads the transaction screen filtered to transactions downloaded this week. 
    • Transactions - Will open the transactions page with no filters of the last account you viewed (on any report). 
    • CSA Details - Transaction level details of Central Services Assessments
    • Expired Funds - Loads the transaction screen with filters set for displaying only expired funded transactions
    • Search - Opens a search modal that can be used to search for a specific transaction 
  • The Multi-Year tab is where you will find transactions and summary reports of multiple years of transaction data
    • Five-Year Roll-up - A summary report that details the EOY obligation total for each CAN in your view
    • Conditional Gifts - A selection that can allow users to enter collections for Gift Funds and report on the multi-year task balance
    • CRADAs - A selection that can allow users to enter collections for CRADA's and report on the multi-year task balance
    • Unconditional Gifts - A selection that can allow users to enter collections for UCG's and report on the multi-year task balance 
    • UDO - Report that groups obligations by the vendor and highlights obligations that are undisbursed
    • Transaction Search - Opens a search modal that can be used to search for a specific transaction over multiple years
  • The Planning tab contains links to enter Allocations, Budgets, and Projections, and review PS projections and Alerts. 
    • Allocations by Category -Here, allocations are entered by category group at the CAN level and roll-up.
    • Allocation Rollup - A view with all accounts in the view where allocations can be edited by a single category
    • Budgets - Budgets are entered at the summary account level and distributed down. Budgets can be entered as Other objects or Personal services and by Fiscal Year. 
    • Projections - User entered projected upcoming costs that can be added to various reports  
    • PS Projections - This report contains sensitive employee details. Some data may be redacted depending on your view rights. The projected values calculated on this page are imported from Beacon HR data.
    • Alerts - Users can set custom alerts so that Beacon sends an email when a predefined event has occurred