View and manage budgets

This video demonstrates how parliamentarians and authorised MoPS Act employees can view details of budgets relevant to your office.

First, log into PEMS and select the Reporting – Office Information tile.

This opens the Budget Usage details screen which shows a summary of your office’s budget usage for this financial year. A budget consumption chart is shown on the left and a summary of your office’s budgets and current usage is shown on the right.

To view the summary for a previous financial year, select current fiscal year, delete the current selection using the x, enter relevant financial year into the ‘Enter Member ID’ field. The financial year from 1 July 2021 to 30 June 2022 should be written as 2022. Click elsewhere on the screen for the summary to refresh.

To view details of expenses against a particular budget select this budget from the Summary drop-down menu.

This screen will show the details of all expenses allocated to the selected budget. Expenses will appear as the travel allowance or expense claim is certified, details of travel are provided to IPEA by the travel services provider or Cabcharge and the contract for a relief staff member is processed by Ministerial and Parliamentary Services.

There is limited ability to sort or filter expenses within the budget usage screens. Data can be exported to a Microsoft Excel file to allow for this.

To export data, click in the section you want to export. Select the 3 dots. Select export from the menu. In the export screen complete the Name field to rename your file, select XLSX from the File Type dropdown menu, tick both boxes to include formatting and indent hierarchy. Select OK. Locate and open the exported file from your internet browser. Ensure you save this file if required.

Complete these steps for each section you want to export.

You can go back to the Summary or select a different budget using the drop-down menu.

When you have finished with the budget usage screen, simply close this window.