1. Budget Prep System Training Sheri Austin University Budget Director Office of the Provost

2. Objectives 2008-09 Budget Allocation 2008-09 Budget Preparation Timetable Reviewing How to Use the Revamped Budget Prep System

3. Budget Prep System Designed to load State Appropriation into PeopleSoft Available at: my.ufl.edu > Budgeting > UF Budget Preparation

4. 2008-09 Budget Preparation Timetable DateTask May 1,2008 System is open to University Budget Office to load initial controls. May 9, 2008 System is open to colleges and centers to distribute controls to departments. June 9 2008 Colleges and centers finish budget preparation. System is closed to colleges and centers. June 27, 2008 University Budget Office loads 2008-09 budget allocation into PeopleSoft

5. Business Process Load controls to VPs, Colleges, and Centers Distribute budget to departments Manage employee job, position, distribution and benefit information for budget preparation purpose.

6. Our navigation begins at “Budgeting”

7. Budget Control Page

9. There are two ways to search

10. You can search by

12. View Only As you add/change, it will be reflected here

13. UF Budget Control - College New Section In BPS New Section In BPS

14. IFAS controls by Department, Fund, and Program All Other Areas control by Department and Fund

16. Suppt/Waiver Page

19. Enter Support Budget of each Department and Fund

20. Position Page

21. More Search Options on Positions

26. Identify positions that are part of the 2008-09 Budget Reduction as “Recalled”

27. Person Page

28. View/Modify Existing Employee

30. For existing employee, this information will be viewable only to colleges and centers, but editable by university budget office For Job Information and Amounts, this is where you will make changes for the employee

31. Add/Delete Jobs Remember to Save Changes

32. Modify Jobs Remember to Save Changes

33. Add New Employee Who is in UF Directory

34. For a new employee, this information will be editable Update Benefit Assign Salary and FTE Update Job

35. Assign Salary and FTE Remember to Click the Save Button After Entering the Salary and FTE

36. Fund the Job by Clicking on the Distribution Button

37. Distribution Page

39. Mass Distribution

40. Distribute Vacant Positions

44. Reports

45. Enterprise Reporting > Financial Information > Budget > Budget Preparation Changes were made to Budgeted Lines Report Reminder about reviewing Unassigned Report and Undistributed Report

47. Most Recent Active Job Data Date: April 17, 2008