1. Kuali Budget Construction Training Catherine Maddaford KBC Administrator Office of the Comptroller

2. PULL-UP, PUSH-DOWN – FINAL BALANCING STEPS

3. Pull-up The budgets are entered in the accounts, which are then “pulled up” in the tree hierarchy to the sub-tree levels. Pulling up a budget only locks out someone who has access at that lower level, such as the fiscal officer. Use the pull-up to indicate that you have balanced.

4. Push-down This process reverses the pull-up. You must then repeat the pull-up process when finished. Use push-down if you wish to allow the fiscal officer to edit the account document. Push-up and pull-down does not impact the salary editor or the BC processor who have access at the org code level.

5. Starting the Pull-up Step 1- Use the button SET ORG & SUB ORG or select BOTH from the list. Both produce the same results. Step 2 – View the Pull-up Candidate Documents, which will be the list of accounts available for pull-up. Click on cancel after viewing list if you want to pull up all candidates. Step 3 – If you wish to finish, click on the PULL UP button. If not, go back to the top, click on clear all and start again, or simply close the screen.

6. Pull-up Org Levels Refers to the place in the organization code tree. Our hierarchy is built to levels 0, 1, and 2. – 0 refers to the bottom of the tree, or the root level, and accounts are at the root level. – Level 1 is the 7-digit org code rollup – Level 2 is the 5-digit org code rollup Org codes in the tree “rollup” or “report to” to the 7- and the 5-digit levels to build to the top of the tree. It is easiest to pull up everything to the top, but you can do incremental pull-ups at the 7-digit level. All accounts must be pulled up to the 5-digit level when you are finished and balanced.

7. Which accounts? When viewing the list of pull-up “candidates” you will see the level where they are right now. All accounts start at level “0” and then are pulled up to 1 or 2. If you see accounts already at the desired level, they will not be processed in the pull-up. If you want to pull up an individual account, you can use the load document link on the list and execute the pull up from the edoc.

8. Pull up Candidates If you get the message that no accounts are available, that means there are either no account in that org at all, or they have already been pulled up. If you do get an account list, it will include those not already pulled up based on your previous org code selection.

9. Memo Accounts “Memo” entries for salary settings will exclude some restricted accounts from pull-up. See the example below. The accounts start with “53”. These accounts are not pulled up.

10. After Pull-up Note 2055 was the count before pull-up and 2051 was the count after pull-up because 4 memo accounts were not included.

11. Partial Pull-up You can lock (pull up) a smaller group of accounts at the 7-digit level if you prefer. Still select BOTH for the 5-digit org because we use only level zero and level 2. Use the Drill down arrow to see the selection list. Select the ones you want to pull up. You would use the same selection approach for push down. View the accounts you will pull up in this selection.

12. Push-down Org levels The levels are the same as we use for the pull- up, but the Push-down buttons and selection list have different names. Org is level 2 Fiscal Officer Level is level 0 (Account) 7-digit org rollup is level 1 Level 0 is account (same as fiscal officer level)