Two-Year Budgeting Workshop

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Presentation transcript:

Two-Year Budgeting Workshop BC Edit (Audit) Checks – Phase 1 Gary Palmer September 19, 2018 University Budget Office (UBO)

Overview Why? Data consistency/integrity When? Budget Construction Edit (Audit) Checks – Phase 1 Overview Why? Data consistency/integrity When? Runs start just before BC document pull up from RC level (RC level report format) Runs continue through BC document pull up from Campus level (Campus level report format) Currently PDF format RC level report format distributed through Campus Budget Office

Overview What? (subset listed below) Budget Construction Edit (Audit) Checks – Phase 1 Overview What? (subset listed below) Funding lines EMPLID sum of FTE > 1 Funding lines not matching POSN default object Position FTE < Funding lines FTE sum by position Funding lines flagged for position change Funding line Request <> 0 and FTE = 0 or Request = 0 and FTE <> 0 (Funding not set) Multiple hourly rates for biweekly appointments Active funding lines having inactive jobs or disconnected positions Request using inactive (sub)accounts, (sub)objects Others CSF related problems Compensation Guideline problems Budget Balance problems

Funded FTE > 1 by Name (07) – Campus Level Format April 16, 2019

Funded FTE > 1 by Name (07) – RC Level Format April 16, 2019

Other Tools – Behind the scenes Budget Construction Edit (Audit) Checks – Phase 1 Other Tools – Behind the scenes Milestone Snapshots At pull up to campus level At pull up to IU-UNIV level Board of Trustees Presentation snapshot Other periodic related to Biweekly rate setting, maintaining object level balances and 2PLG rebalancing Budget Load verification checks Payroll Load verification checks The tools listed here are used by the Budget Office to help us verify/maintain the data during the BC process.