1. Kuali Budget Session Kuali Days 13-14 November 2007

2. Budget Construction
Budget Construction module currently under development – slated to be Release 3 deliverable (mid-2008)

3. Budget Construction IU Budget Context
Annual process: Budget tied to fiscal year
Base-plus
Detailed budget construction
Individual salary-setting through budget construction

4. Budget Construction Context
Budget fully integrated with accounting – ability to budget and track at the most detailed level
Balance “buckets” at chart, account, subaccount, object, subobject, object type record
On-line balance reports include both budget and actual balances/transactions

5. Budget Construction Context
Budget balances in the system
Base budget (budget construction)
Monthly budgets (used primarily for auxiliaries at IU)
Current budget (for non-C&G accounts, loaded from base budget; includes carryforwards; for C&G, created by budget adjustment documents)

6. Budget Construction Module
Budget Construction – special “document” within the FIS
Budgets at detailed level
Batch loading of noncompensation budgets
Salary-setting
Integrated with HRMS for positions & jobs
Security built in (“push-down” and “pull-up”)
Extensive reporting within the document
Detail and summary reports
Salary statistics (pct change for continuing employees)

7. Selection Screen

8. Main Document

9. Main Document (cont’d)

10. Revenue Tab

11. Expenditure Tab

12. Monthly Budget

13. Salary Setting

14. Salary Setting by Position

15. Salary Setting by Incumbent

16. Organization Selection

17. Organization Account Selection

18. Organization Salary-setting Selection

19. Organization Position Selection

20. Organization Incumbent Selection

21. Organization Reports Selection

22. Organization Pull-up Selection

23. Organization Push Down Selection

24. Budget Session Wrap-Up
Questions? Comments? Discussion?