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

2. 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

3. 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

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

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

6. 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.