Two-Year Budgeting Workshop

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Presentation transcript:

Two-Year Budgeting Workshop Budget Construction Tools Gary Palmer September 19, 2018 University Budget Office (UBO)

Overview BC Import Tools Salary (Compensation) Import Request Import Budget Construction Tools Overview BC Import Tools Salary (Compensation) Import Request Import BC Import Templates Salary (Biweekly/Monthly) Request (Annual/Monthly) IUIE based tools Salary Import Seeding Tool (CSF/BC) Request Import Seeding Tool (GL/BC) Template population from seeding data example Best Practices Seeding Tools Fiscal Year setting/handling???

Budget Construction Selection January 12, 2019

Salary Import Tool January 12, 2019

Request Import Tool January 12, 2019 Monthly budget lines create monthly buckets and annual request amount. Annual budget lines remove any existing monthly buckets and sets annual request amount. Monthly budget lines related to detail compensation object codes (2000, 2400, 2480, 2500) will spread an existing annual request amount if the sum of the monthly buckets matches.

BC Import Templates Salary (Biweekly/Monthly) Budget Construction Tools BC Import Templates Salary (Biweekly/Monthly) BCCompensationImportBiweekly.xlsx BCCompensationImportMonthly.xlsx Request (Annual/Monthly) BCRequestImportAnnual.xlsx BCRequestImportMonthly.xlsx Available for download from Web

Salary (Compensation) Import Biweekly Excel Template January 12, 2019

Salary (Compensation) Import Monthly Excel Template January 12, 2019

Request Import Annual Excel Template January 12, 2019

Request Import Monthly Excel Template January 12, 2019

Salary Import Seeding Tool January 12, 2019 Seeding Tools Fiscal Year setting/handling???

Request Import Seeding Tool January 12, 2019 Seeding Tools Fiscal Year setting/handling???

Salary (Compensation) Import Seeding Data Output Excel January 12, 2019

Salary (Compensation) Import Seeding Data Output CSV/Data January 12, 2019

Salary (Compensation) Import Excel Seed Data preparation January 12, 2019 Hide columns Select cells Editing | Find And Select Goto Special Visible cells only Copy Past as values in copy of template (to maintain format) (optional) save populated template as Excel (xlsx) format under specific name Remove labels Save as CSV

Salary (Compensation) Import Excel Template Populated January 12, 2019

Salary (Compensation) Import Excel Template saved as CSV January 12, 2019 Saving as CSV should be last operation

Salary (Compensation) Import Excel Template saved as CSV January 12, 2019

Request Import Seeding Data Output January 12, 2019

Best Practices Best Practices BC Documents must exist for newly budgeted account/sub-accounts and pulled up to a user’s edit level. Track/Implement Position reclassification changes that affect default object code usage. Create/Finalize eDocs for new appointments before import. (Hire,Transfer – Employee/Position combination must be active in current/prospective year). Perform Successful Salary Import first, then Request Import Salary Imports (Biweekly/Monthly) Request Import (Annual) Request Import Monthly Seeding Tools Fiscal Year setting/handling???

January 12, 2019