Two-Year Budgeting Workshop Incidental Income (INCINC) Alicia Robertson and Gary Palmer September 19, 2018 University Budget Office (UBO)
Overview INCINC (Incidental Income) Capturing Projected Revenue in INCINC A source for University Fiscal Analysis INCINC current layout INCINC new layout and functionality Editing year 1 vs year 2 Exporting data to Excel Org displayed with account (child/direct RC report) Switch to CAS authentication (using BC security access) Import to Budget Construction Timing (same as before – right before initial pushdown) BC security access piggy back on BC approval access. If you have approval at Campus or RC you would have same access in INCINC Do have ability to add users not in BC security.
Capturing Projected Revenue in INCINC General Fund Projections Only NON Tuition Revenue Non Instructional Fees Gift Income Sales & Service Income Transfer IN Projections (9915, 9918)
Current Menu Format Chart/Campus Selection December 29, 2018 . Chart/Campus Selection
December 29, 2018 . RC Selection
December 29, 2018 . Account Selection and Status
December 29, 2018 . Insert New Account to hold INCINC projections (if needed) Account/SubAccount must exist and be active
December 29, 2018 . INCINC account projection detail
December 29, 2018 . Four years of history for actual
December 29, 2018 Add notes as needed
December 29, 2018 . Insert new projection lines for an account (if needed)
New Menu Format Chart/Campus Selection December 29, 2018 . CAS Access using BC Security model (RC and Campus approvers get access to update INCINC data for accounts in the subtree) Can add non-BC approvers (if needed) Dropdown selections include all Campus and RC where user is an approver in BC . New Button ‘Export to Excel’ . Note Reference Table Status link Reference tables normally refreshed 6:35a Weekdays and 10:35a Weekends
New Menu Format RC Selection December 29, 2018 . Dropdown selections include all Campus and RC where user is an approver in BC
December 29, 2018 . Done status is displayed when all INCINC lines for the account contain non-blank projection values (zero is valid). . INCINC lines may be added daily (by 8am) until Base Adjustments are frozen.
Editing First Year of Biennium December 29, 2018 . Both projection columns are editable in first year of biennium.
Editing Second Year of Biennium December 29, 2018 . Only second projection column is editable in second year of biennium. . Monitoring data for changes from original projection set from 1st year for 2nd year. Should have explanation associated.
December 29, 2018 . Export To Excel button export’s data for the currently selected Campus or Campus and RC.
December 29, 2018 . TRAN_IN_IND set for lines associated with objects in levels ‘CORI’ or ‘TRIN’.
December 29, 2018