csu bc training workbook 2017 05 1624 budget construction training workbook step instruction 8‐4...
TRANSCRIPT
![Page 1: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/1.jpg)
KFS Budget Construction
Training Workbook
Updated: May 2017
![Page 2: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/2.jpg)
2 Budget Construction Training Workbook
Table of Contents
Lab1:DoIHaveAccesstoEdit?........................................................................................................3
Lab2:MyPointofView........................................................................................................................6
Lab3:LoadingBCDocumentfromMyOrganization.................................................................7
Lab4:LoadingBCDocumentfromBCSelectionScreen........................................................11
Lab5:ChangingtheRevenueBudget...........................................................................................13
Lab6:AddingNon‐SalaryExpenditureObjectBudget..........................................................16
Lab7:DeletinganExpenditureObjectBudget.........................................................................20
Lab8:EditingtheSalaryObjectCode...........................................................................................23
Lab9:IncumbentSalarySetting....................................................................................................26
Lab10:HowDoIFindOutWhoHasMyDocument?...............................................................30
Lab11:FundingGraduateAssistantsandHourlyEmployees.............................................31
Lab12:CreatingaBCDocumentwithoutBaseBudget..........................................................33
Lab13:AddingaPositionFundingLine,Purging,andRestoring......................................37
Lab14:AddinganIncumbentFundingLine..............................................................................42
Lab15:DeletingandVacatingRequestedAmountfromQuickSalarySetting.............47
Lab16:OrganizationSalarySetting(PositionPickListandIncumbentPickList).....50
Lab17:SplitFunding.........................................................................................................................55
Lab18:IndividualTBA......................................................................................................................59
Lab19:PooledTBA.............................................................................................................................64
Lab20:RunningtheSub‐FundSummaryOrganizationReport.........................................69
Lab21:Processing2PLG...................................................................................................................74
![Page 3: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/3.jpg)
Budget Construction Training Workbook 3
Lab 1: Do I Have Access to Edit?
See Budget Construction Training Guide Section 1, “Introduction to Budget Construction,” “Accessing Budget Construction in KFS” on page 3.
Step Instruction 1‐1 Logintothesystem,ifyouareprompted.
EnteryoureIDandpassword
1‐2 SelectMainMenuBudgetConstructionBudgetConstructionSelectionmenu
1‐3 Clickyesifyouarepromptedwiththefollowingmessage:
1‐4 Clickmyorganization.
![Page 4: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/4.jpg)
4 Budget Construction Training Workbook
Step Instruction 1‐5 SelectPointofView.
1‐6 ClicktheActionarrowtodrilldownintothelowerlevelorganizations.
1‐7 Selectoneormoreorganizationsandclickview.
![Page 5: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/5.jpg)
Budget Construction Training Workbook 5
Step Instruction 1‐8 LookattheOrgLevelwhereyouraccountsarelocated:
Note:Inthisexampleallaccountsareatlevel0,reviewyourlevelandcomparewiththelist.BCCoordinatorsmayhavetopull‐up/push‐downinordertoeditBCdocument.
1‐9 Clickcancel.
1‐10 YouarebackontheOrganizationSelectionscreen.
![Page 6: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/6.jpg)
6 Budget Construction Training Workbook
Lab 2: My Point of View
See Budget Construction Training Guide Section 1, “Introduction to Budget Construction,” “Organization Hierarchy” on page 11.
TopLevel
BudgetOffice
Level3
Level2
Level1
Level0
Level4
Level3
Level2
Level1
Level0
![Page 7: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/7.jpg)
Budget Construction Training Workbook 7
Lab 3: Loading BC Document from My Organization
See Budget Construction Training Guide Section 1, “Introduction to Budget Construction,” “Loading Budget Construction Document,” on page 8.
Step Instruction 3‐1 SelectMainMenuBudgetConstructionBudget
ConstructionSelectionMenu
3‐2 Clickyes,ifyouarepresentedwiththefollowingmessage:
3‐3 Clickmyorganizationbutton.
![Page 8: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/8.jpg)
8 Budget Construction Training Workbook
Step Instruction 3‐4 Selectthepointofvieworganizationandclickthearrowunder
theAction.
3‐5 SelectoneormoreOrganizationCodesandclicktheviewbutton.
![Page 9: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/9.jpg)
Budget Construction Training Workbook 9
Step Instruction 3‐6 LoadoneoftheaccountsbyclickingtheLoadDocumentlink.
3‐7 ViewtheApprovalLevelDatasectionintheSystemInformationtab.Thisindicatesyourlevel.Thelowestlevelis0(fiscalofficer).ViewtheControlssection.Thisindicateshowmanylevelsarebelowyou.
![Page 10: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/10.jpg)
10 Budget Construction Training Workbook
Step Instruction 3‐8 Theorganizationhierarchybelowyourlevelis,forexample:
Level2 CO‐CALevel1 CO‐7118Level0 FiscalOfficers(account1300820)
3‐9 Closethedocumentbyclickingcloseatthebottomofthescreen.
3‐10 Clickno.
3‐11 Clickclose.
3‐12 ClickcancelandcloseuntilyoureturntotheMainMenu.IfyouclicktheredXboxintheupperrightcornerofthescreentocloseoutofthescreenyouwilllockyourselfout(seeLockMonitorpage18oftheTrainingGuide).
![Page 11: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/11.jpg)
Budget Construction Training Workbook 11
Lab 4: Loading BC Document from BC Selection Screen
See Budget Construction Training Guide Section 1, “Introduction to Budget Construction,” “Loading Budget Construction Document,” on page 8.
Step Instruction 4‐1 SelectMainMenuBudgetConstructionBudget
ConstructionSelectionmenu
4‐2 Clickyes,ifyouarepresentedwiththefollowingmessage:
4‐3 ChartCodeCOwillbedisplayedasadefault,typeinanaccountnumberthatissetatyourcurrentresponsibilitylevel,andthenclickloaddocument.
![Page 12: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/12.jpg)
12 Budget Construction Training Workbook
Step Instruction 4‐4 Observethemessage,“Editaccessgranted.”
If you don’t see the “Edit access granted” message, raise your hand!
4‐5 Closethedocumentbyclickingcloseatthebottomofthescreen.
4‐6 Clickno.
4‐7 Clickclose.
![Page 13: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/13.jpg)
Budget Construction Training Workbook 13
Lab 5: Changing the Revenue Budget
See Budget Construction Training Guide Section 2, “BC Document (Budget Summary),” “Enter Requested Amount” on page 28. Select an account that you have responsibility for and that had revenue budgeted last fiscal year.
Step Instruction 5‐1 LoadBCDocumentfrommyorganizationorBCselection
screen(SeeLab3orLab4).
5‐2 Observethemessage,“Editaccessgranted.”
If you don’t see the “Edit access granted” message, raise your hand!
![Page 14: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/14.jpg)
14 Budget Construction Training Workbook
Step Instruction 5‐3 ClicktheshowbuttonontheRevenuetab.
5‐4 EnteramountintheRequestedfield.
Youmustenterapositiveamount!
5‐5 Clicksave.
![Page 15: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/15.jpg)
Budget Construction Training Workbook 15
Step Instruction 5‐6 Observethemessagethatthe“Documentwassuccessfully
saved.”
5‐7 Closethedocumentbyclickingcloseinthebottomofthescreen.
5‐8 Clickno.
5‐9 Clickclose.
![Page 16: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/16.jpg)
16 Budget Construction Training Workbook
Lab 6: Adding Non‐Salary Expenditure Object Budget
See Budget Construction Training Guide Section 2, “BC Document (Budget Summary),” “Adding Requested Amount” on page 28.
Step Instruction 6‐1 LoadBCDocumentfrommyorganizationorBCselection
screen(SeeLab3orLab4).
6‐2 Observethemessage,“Editaccessgranted.”
If you don’t see the “Edit access granted” message, raise your hand!
6‐3 ClicktheshowbuttonontheExpendituretab.
![Page 17: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/17.jpg)
Budget Construction Training Workbook 17
Step Instruction 6‐4 Click byObject.
6‐5 EnterLintheBudgetAggregationCodefield.Additionally,youmayentermoresearchcriteria.ClickSearch.
Note:AllofthebudgetobjectcodeshaveAggregationCodeL.
6‐6 Clickreturnvaluebytheobjectcodeyouwishtobudget.
![Page 18: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/18.jpg)
18 Budget Construction Training Workbook
Step Instruction 6‐7 EntertheRequestedamountandclickadd.
6‐8 Thebudgetlinewillbemoveddown.Clicksave.
6‐9 Observethemessagethatthe“Documentwassuccessfullysaved.”
![Page 19: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/19.jpg)
Budget Construction Training Workbook 19
Step Instruction 6‐10 Closethedocumentbyclickingcloseatthebottomofthe
screen.
6‐11 Clickno.
6‐12 Clickclose.
![Page 20: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/20.jpg)
20 Budget Construction Training Workbook
Lab 7: Deleting an Expenditure Object Budget
See Budget Construction Training Guide Section 2, “BC Document (Budget Summary),” “Deleting Requested Amount” on page 31.
No Instruction 7‐1 LoadBCDocumentfrommyorganizationorBCselectionscreen
(SeeLab3orLab4).
7‐2 Observethemessage,“Editaccessgranted.”
If you don’t see the “Edit access granted” message, raise your hand!
7‐3 ClicktheshowbuttonontheExpendituretabandfindthefundinglinethatyouhavecreatedinLab6.
![Page 21: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/21.jpg)
Budget Construction Training Workbook 21
Step Instruction 7‐4 Clickdelete.
Notice that the delete button is not available where the base budget exists in the current year.
7‐5 Thefundinglinewillberemoved.
Beware that there is no warning displayed before the delete action takes place.
7‐6 Clicksave.
![Page 22: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/22.jpg)
22 Budget Construction Training Workbook
Step Instruction 7‐7 Clickclose.
7‐8 Clickno.
7‐9 Clickclose.
![Page 23: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/23.jpg)
Budget Construction Training Workbook 23
Lab 8: Editing the Salary Object Code
See Budget Construction Training Guide Section 3, “Quick Salary Setting,” “Changing Existing Position or Incumbent Funding Lines,” on page 37.
Step Instruction 8‐1 LoadBCDocumentfrommyorganizationorBCselection
screen(SeeLab3orLab4).
8‐2 Observethemessage,“Editaccessgranted.”
If you don’t see the “Edit access granted” message, raise your hand!
8‐3 OpentheExpenditureTab.
![Page 24: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/24.jpg)
24 Budget Construction Training Workbook
Step Instruction 8‐4 Clicksalarysettingonthesalaryline.
8‐5 Clickposnsalset.
Ifyoudon’tseetheposnsalsetbutton,itisbecausetherearenoemployees.Selectadifferentaccount.
8‐6 Ifyouraccountisnotonthetopportionofthescreen,scrolltowhereyoucanenterRequestAmount,Months,andPercentTime.
8‐7 Updatethefieldswithyournewyearplan.Clicksave.
Notice that the Total Amount will not be updated until after you
have saved the document.
![Page 25: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/25.jpg)
Budget Construction Training Workbook 25
Step Instruction 8‐8 Observethemessage:Salarysettingwassuccessfullysaved.
8‐9 Clickcloseatthebottomofthescreen.
8‐10 Clickno.
8‐11 YouarebackintheQuickSalarySettingscreen.
![Page 26: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/26.jpg)
26 Budget Construction Training Workbook
Lab 9: Incumbent Salary Setting
See Budget Construction Training Guide Section 3, “Quick Salary Setting,” “Changing Existing Position or Incumbent Funding Lines,” on page 37.
See Budget Construction Training Guide Section 5, “Editing Funding Lines” on page 59.
Step Instruction 9‐1 LoadBCDocumentfrommyorganizationorBCselection
screen(SeeLab3orLab4).
Besuretoselectanaccountthathasasalaryobjectcode!
9‐2 Observethemessage,“Editaccessgranted.”
If you don’t see the “Edit access granted” message, raise your hand!
9‐3 OpentheExpenditureTab.
![Page 27: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/27.jpg)
Budget Construction Training Workbook 27
9‐5 Clickincmbntsalsetbutton.
9‐6 YouareontheSalarySettingbyIncumbentscreen:
Step Instruction 9‐4 Clicksalarysettingonthesalaryline.
![Page 28: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/28.jpg)
28 Budget Construction Training Workbook
Step Instruction 9‐7 Ifyouraccountisnotonthetopportionofthescreen,scrollto
whereyoucanenterRequestAmount,Months,andPercentTime.
9‐8 Updatethefieldswithyournewyearplan.Clicksave.
Notice that the Total Amount will not be updated until after you have saved the document.
9‐9 Observethemessageonthetopleftcorner.Youmightreceiveadditionalmessagesdependingonwhatyouhaveentered.
![Page 29: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/29.jpg)
Budget Construction Training Workbook 29
Step Instruction 9‐10 ObservetheTotalRequestAmountatthebottomofthescreen.
Clickclosewhenyouaredone.
9‐11 Clickno.
9‐12 YouarebackontheQuickSalarySettingscreen.
![Page 30: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/30.jpg)
30 Budget Construction Training Workbook
Lab 10: How Do I Find Out Who Has My Document?
See Budget Construction Training Guide Section 1, “Introduction to Budget Construction,” “Finding Out Who Has Your Document – Lock Monitor,” on page 18.
Step Instruction 10‐1 GotoBudgetConstructionSelectionscreen.
10‐2 ClickLockMonitor.
10‐3 Findyourdocumentorpositionbyusingthecolumnsort.Tosortthedata,clickonthedesiredcolumnheading.
![Page 31: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/31.jpg)
Budget Construction Training Workbook 31
Lab 11: Funding Graduate Assistants and Hourly Employees
SeeBudgetConstructionTrainingGuideSection1,“IntroductiontoBudgetConstruction,”“OrganizationHierarchy”onpage11.
Step Instruction 11‐1 LoadaBCdocumentusingloaddocumentormyorganization.
11‐2 Clickshowontheexpendituretab.
11‐3 Entertheobjectcode5300(BudgetGRAsalary)andclickadd.
![Page 32: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/32.jpg)
32 Budget Construction Training Workbook
Step Instruction 11‐4 EntertherequestamountandFTEandclicksave.
FTEcanbecalculatedusingtheformula:GRAFTE=BudgetAmount/33,864(annualminimumstipendrate)(e.g.45,000/33,864=1.329FTE)
11‐5 AddafewmoreGroupfundinglines(Repeatsteps11‐3and11‐4).
11‐6 Clickclose.
11‐7 Clickno.
![Page 33: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/33.jpg)
Budget Construction Training Workbook 33
Lab 12: Creating a BC Document without Base Budget
SeeBudgetConstructionTrainingGuideSection8,“BudgetingSub‐Account,Sub‐ObjectorNewAccount.”
Step Instruction 12‐1 OntheBudgetConstructionselectionmenu,enterthechartand
accountnumberforwhichyoudonothavebasebudget.
ChartcodeCOwillbedisplayed;besuretoselectanexistingaccountnumber.
12‐2 Clickloaddocument.
![Page 34: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/34.jpg)
34 Budget Construction Training Workbook
Step Instruction 12‐3 Observethemessage.
Ifyouloadanaccountthatisinyourorganizationhierarchy,youwillreceive“Viewonlyaccessgranted,”unlessyouarethefiscalofficeroftheaccount.Skipstep12‐4ifyouarethefiscalofficeroftheaccount.
Ifyouloadanaccountthatisnotinyourorganizationhierarchy,youwillreceivethemessagebelow.Closethedocument.Sincethedocumenthasbeencreated,youwillneedtothenselectthecorrectaccountandtryagain.
![Page 35: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/35.jpg)
Budget Construction Training Workbook 35
Step Instruction 12‐4 Tobeginbudgeting,pullupthedocument(FiscalOfficershouldskip
thisstep).
12‐5 Observethemessage,“Editaccessgranted.”
12‐6 Youmayenterrevenueorexpenditurebudgets.
12‐7 Clicksave.
![Page 36: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/36.jpg)
36 Budget Construction Training Workbook
Step Instruction 12‐8 Clickclose.
12‐9 Clickno.
12‐10 YouarebackontheBudgetConstructionSelectionscreen.
![Page 37: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/37.jpg)
Budget Construction Training Workbook 37
Lab 13: Adding a Position Funding Line, Purging, and Restoring
SeeBudgetConstructionTrainingGuideSection3,“QuickSalarySetting,”“AddingaPositionFundingLine,”onpage38.ThisexerciseworksinassociationwithsettingupyourfundingforTBAs.
Step Instruction 13‐1 LoadaBCdocumentusingloaddocumentormy
organization.
13‐2 Clicksalarysettingonyoursalaryexpensebudgetline(youmayhavetopullthedocumentuptoyourlevelfirst).
13‐3 Clickaddposition.
13‐4 EnterPositionDepartmentIdentifierandclicksearch.
Selectthepositionthathasthesamedefaultobjectcode;
otherwise,youwillnotbeabletoseethefundinglineontheQuickSalarySettingscreenwhenyoureturnfromthePositionFundingScreenlaterinthislab.
![Page 38: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/38.jpg)
38 Budget Construction Training Workbook
Step Instruction 13‐5 ClickPosnSalset.
13‐6 Click tosearchforemployee.
13‐7
OntheIntendedIncumbentLookupscreen,entertheIncumbentPersonNamesearchcriteriaandclicksearch.
Usethewildcardsearch;forexample,“*Jones*”
13‐8 Clickreturnvaluelinktoselecttheemployee.
![Page 39: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/39.jpg)
Budget Construction Training Workbook 39
Step Instruction 13‐9 EnterAmount,Months,andPercentTimeandclickadd.
Observethattherecordwillbeaddedtothebottomofthescreen.
Ifyoualreadyhaveanincumbentonthefundingline,adjustthepercenttimeandamountoftheexistingincumbenttoensurethatthetotalpercenttimedoesnotexceed1.0.
13‐10 Clickpurgeontherecordyouhavejustadded.
![Page 40: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/40.jpg)
40 Budget Construction Training Workbook
Step Instruction 13‐11 ClickshowonthePurgedAppointmentFundingtab.
13‐12 Clickrestore.ObservethattherecordwasreinstatedinthePositionFundingtab.
13‐13 Clicksave.
13‐14 Observethemessage.
![Page 41: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/41.jpg)
Budget Construction Training Workbook 41
Step Instruction 13‐15 Clickclose.
13‐16 Clickno.
13‐17 YouarebackontheQuickSalarySettingscreen.
Ifyoudonotseethepositionyouhavejustaddedonthisscreenitmeansthatyourpositionhasadifferentdefaultobjectcodethanthebudgetobjectcodeyouhaveselected.ThepositionwillappearontheQuickSalarySettingscreenofanothersalaryobjectcode.
![Page 42: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/42.jpg)
42 Budget Construction Training Workbook
Lab 14: Adding an Incumbent Funding Line
SeeBudgetConstructionTrainingGuideSection3,“QuickSalarySetting,”“AddinganIncumbentFundingLine”onpage42.
Step Instruction 14‐1 LoadaBCdocumentusingloaddocumentormy
organization.
14‐2 Clicksalarysettingonyoursalaryexpensebudgetline.
14‐3 Clickaddincumbent.
14‐4 Enterawildcardsearchstring(e.g.*Smith*,*Jones*,etc.)tolookforanincumbent.Clicksearch.
![Page 43: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/43.jpg)
Budget Construction Training Workbook 43
Step Instruction 14‐5 ClicktheIncmbntSalsetlinkintheActionscolumn.
14‐6 ClickthePositionlookupicon.
14‐7 EnterthePositionDepartmentIdentifier,thedefaultobjectcode(asnotedin14‐6)andclicksearch.
![Page 44: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/44.jpg)
44 Budget Construction Training Workbook
Step Instruction 14‐8 Clickthereturnvaluelinkforthepositionyouwishtoselect.
14‐9 EnterAmount,Months,andPercentTimeandclickadd.
BesurethattheMonthsfieldsisthesameasthePayMonthsfieldofthePosition.
Ifyoualreadyhaveanincumbentonthefundingline,adjustthepercenttimeandamountoftheexistingincumbenttoensurethatthetotalpercenttimedoesnotexceed1.0.
![Page 45: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/45.jpg)
Budget Construction Training Workbook 45
Step Instruction 14‐10 Ifyoureceivethefollowingerror,changetheobjectcodeand
clickaddagain.Proceedto14‐11ifnoerrorisissued.TheObjectmustmatchthedefaultobjectcodeofthe
position,nottheobjectcodefromtheQuickSalarysetting.
14‐11 Observethatthefundinglinewasadded.Youwillseethepurgebuttonwhenthefundinglinehasbeensuccessfullyadded.
14‐12 Clicksave.
14‐13 Observethemessage:
![Page 46: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/46.jpg)
46 Budget Construction Training Workbook
Step Instruction 14‐14 Clickclose.
14‐15 Clickno.
14‐16 YouarebackontheQuickSalarySettingscreen.IfyoureturntotheQuickSalarySettingscreenanddonot
findthefundinglineyouhavejustadded,itmeansthattheobjectcodeyouhaveenteredintotheIncumbentSalarySettingwasdifferent.ClosetheQuickSalarySettingscreen.
![Page 47: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/47.jpg)
Budget Construction Training Workbook 47
Lab 15: Deleting and Vacating Requested Amount from Quick Salary Setting
SeeBudgetConstructionTrainingGuideSection3,“QuickSalarySetting”onpage33.
Step Instruction 15‐1 LoadaBCdocumentusingloaddocumentormy
organization.
15‐2 Clicksalarysettingonyoursalaryexpensebudgetline.
15‐3 Clickdeleteonthefundinglinethatyouwishtodelete.
15‐4 Observethatthefundinglineisdeleted.TheDelcheckboxisselectedbythesystem.
![Page 48: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/48.jpg)
48 Budget Construction Training Workbook
Step Instruction 15‐5 Clickreverttoundodelete.
15‐6 Observethefundinglineisreverted.
15‐7 Clickvacate.
15‐8 ObservethataVACANTlinewascreated.
15‐9 Clicksave.
![Page 49: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/49.jpg)
Budget Construction Training Workbook 49
Step Instruction 15‐10 Observethemessage.
15‐11 Clickclose.
15‐12 Clickno.
15‐13 YouarebackontheBCDocument.
![Page 50: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/50.jpg)
50 Budget Construction Training Workbook
Lab 16: Organization Salary Setting (Position Pick List and Incumbent Pick List)
SeeBudgetConstructionTrainingGuideSection4,“OrgSalarySettings”onpage48.
Step Instruction 16‐1 Selectorgsalarysettings.
16‐2 SelecttheOrganizationSub‐TreeandclickviewbyShowPositionPickList.
![Page 51: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/51.jpg)
Budget Construction Training Workbook 51
Step Instruction 16‐3 EnteryourdepartmentIDandclicksearch.(Skipthisstepifyou
areatLevel1).
16‐4 SelectPosnSalset.
16‐5 OncethePositionSalarySettingscreenopens,closethescreen.
![Page 52: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/52.jpg)
52 Budget Construction Training Workbook
Step Instruction 16‐6 Clickno.
16‐7 Clickclose.
16‐8 Clickcancel.
16‐9 ClicktheviewbuttonbyShowIncumbentPickList.
![Page 53: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/53.jpg)
Budget Construction Training Workbook 53
Step Instruction 16‐10 Enteradesiredwildcardsearchstring(forexample,*Smith*,
*Jones*,etc.).Clicksearch.
16‐11 Clicktheincumbentsalsetlinkbytheincumbentrecordthatyouwishtoedit.
16‐12 OncetheIncumbentSalarySettingscreenopens,closethe
screen.
![Page 54: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/54.jpg)
54 Budget Construction Training Workbook
Step Instruction 16‐13 Clickno.
16‐14 Clickclose.
16‐15 Clickcancel.
16‐16 YouarebackontheOrganizationSelectionscreen.
![Page 55: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/55.jpg)
Budget Construction Training Workbook 55
Lab 17: Split Funding
SeeBudgetConstructionTrainingGuideSection5,“EditingFundingLines,”“FundingLineExamples”onpage64.
Step Instruction 17‐1 Selectorgsalarysettings.
17‐2 Selecttheorganizationsub‐tree.
![Page 56: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/56.jpg)
56 Budget Construction Training Workbook
Step Instruction 17‐3 FromtheIncumbentPickListfindanincumbentthatissplit
funding.
Ifyoudon’thaveasplit‐fundedpositioninyourorganization,skipthisexercise.
17‐4 Updateyourportionofthefunding.Iftheotheraccountbelongstoanareaoutsideofyoursecurity,thefundinglineisnoteditable.ContacttheBudgetCoordinatoroftheotheraccounttocoordinatethefundinglineamountandFTE.
![Page 57: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/57.jpg)
Budget Construction Training Workbook 57
Step Instruction 17‐5 Reviewthetotals.
17‐6 Clicksave.
17‐7 Clickclose.
17‐8 Clickno.
17‐9 Clickclose.
![Page 58: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/58.jpg)
58 Budget Construction Training Workbook
17‐10 Clickcancel.
17‐11 YouarebackontheOrganizationSelectionScreen.
![Page 59: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/59.jpg)
Budget Construction Training Workbook 59
Lab 18: Individual TBA
SeeBudgetConstructionTrainingGuideSection6,“SpecialAppointmentFundingLines,”onpage68.Step Instruction 18‐1 Selectorgsalarysettings.
18‐2 FromthePositionPickList,selectaTBApositionwhichhasbeencreatedforyou.
![Page 60: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/60.jpg)
60 Budget Construction Training Workbook
Step Instruction 18‐3 Enter“Z*”intothePositionNumber,andyourDepartmentID
andclicksearch.
18‐4 ClickthePosnSalsetlinkbythepositionyouwishtoworkon.
![Page 61: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/61.jpg)
Budget Construction Training Workbook 61
Step Instruction 18‐5 ChartcodeCOwillbedisplayed,enterAccountNumber.
18‐6 EnterIncumbentPersonName.Thenamemustbeginwith“TBA–“andclickaddincumbent.
Thenamemustbeunique.
18‐7 ObservethatthesystemautomaticallyassignstheEmployeeIDanddisplaysthenameoftheincumbent.
18‐8 EntertheAmount,Months,andPercentTimeandclickadd.
![Page 62: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/62.jpg)
62 Budget Construction Training Workbook
Step Instruction 18‐9 Observethetotalandclicksave.
18‐10 Clickclose.
18‐11 Clickno.
18‐12 Clickclose.
![Page 63: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/63.jpg)
Budget Construction Training Workbook 63
Step Instruction 18‐13 ClickcancelontheBudgetConstructionIntendedIncumbent
SelectLookuporBudgetConstructionPositionSelectLookupscreen.
18‐14 YouarebacktotheOrganizationSelectionscreen.
![Page 64: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/64.jpg)
64 Budget Construction Training Workbook
Lab 19: Pooled TBA
SeeBudgetConstructionTrainingGuideSection6,“SpecialAppointmentFundingLines,”“EnteringaTBAPosition,”onpage72.
Step Instruction 19‐1 Selectorgsalarysettings.
19‐2 FromthePositionPickList,selecttheTBApositionwhichhasbeencreatedforyou.
![Page 65: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/65.jpg)
Budget Construction Training Workbook 65
Step Instruction 19‐3 Enter“Z*”intothePositionNumberandyourDepartmentID
andclicksearch.
19‐4 ClickthePosnSalsetlinkbythepositionyouwishtoworkon.
![Page 66: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/66.jpg)
66 Budget Construction Training Workbook
Step Instruction 19‐5 ChartcodeCOwillbedisplayed,enterAccountNumber.
19‐6 EnterIncumbentPersonName(thenamemustbeginwith“TBA”)andclickaddincumbent.Recommendednamingconventionwillbesomethingtoindicatethecharacteristicofthepooledpositionsuchas“TBA–EnrollmentGrowth”
Thenamemustbeunique.
19‐7 ObservethatthesystemautomaticallyassignstheEmployeeIDanddisplaysthenameoftheincumbent.
![Page 67: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/67.jpg)
Budget Construction Training Workbook 67
Step Instruction 19‐8 EntertheAmount,Months,andPercentTimeandclickadd.
19‐9 Observethetotalandclicksave.
19‐10 Clickclose.
19‐11 Clickno.
![Page 68: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/68.jpg)
68 Budget Construction Training Workbook
Step Instruction 19‐12 Clickclose.
19‐13 ClickcancelontheBudgetConstructionIntendedIncumbentSelectLookuporBudgetConstructionPositionSelectLookupscreen.
19‐14 YouarebacktotheOrganizationSelectionscreen.
![Page 69: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/69.jpg)
Budget Construction Training Workbook 69
Lab 20: Running the Sub‐Fund Summary Organization Report
SeeBudgetConstructionTrainingGuideSection9,“OrganizationReports,”“Sub‐FundSummaryReport,”onpage100.
Step Instruction 20‐1 Selectorgreport/dumpmenu.
20‐2 SelecttheOrganizationSub‐Tree.
![Page 70: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/70.jpg)
70 Budget Construction Training Workbook
Step Instruction 20‐3 SelecttheviewbuttonfortheSub‐FundSummary.
20‐4 Makeanoteofitifyouseeamessagethatsomeaccountsareaboveyourpointofview.Clicksubmitonlyifyougetthismessage,otherwisegotoStep21‐5.
![Page 71: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/71.jpg)
Budget Construction Training Workbook 71
Step Instruction 20‐5 Selectthesubfund(s)youwishtoreconcileorclickselectallto
selectallsubfunds.
20‐6 Clicksubmit.
![Page 72: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/72.jpg)
72 Budget Construction Training Workbook
Step Instruction 20‐7 ClickOKtoopenthegeneratedPDF.
ThisdialogwillbedifferentbetweenMacandPC.
20‐8 Reviewthereport.
![Page 73: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/73.jpg)
Budget Construction Training Workbook 73
Step Instruction 20‐9 Clickclose.
20‐10 YouarebackontheOrganizationSelectionmenu.
![Page 74: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/74.jpg)
74 Budget Construction Training Workbook
Lab 21: Processing 2PLG
SeeBudgetConstructionTrainingGuideSection8,“OrganizationReports,”“List2PLGReport”onpage99.
Step Instruction 21‐1 Selectorgreport/dumpmenu.
21‐2 SelecttheOrganizationSub‐Tree.
![Page 75: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/75.jpg)
Budget Construction Training Workbook 75
Step Instruction 21‐3 SelecttheviewbuttonfortheList2PLG.
21‐4 Makeanoteofitifyouseeamessagethatsomeaccountsareaboveyourpointofview.Clicksubmitonlyifyougetthismessage,otherwisegotoStep22‐5.
![Page 76: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/76.jpg)
76 Budget Construction Training Workbook
Step Instruction 21‐5 ClickOKtoopenthegeneratedPDF.
ThisdialogwillbedifferentbetweenMacandPC.
21‐6 Reviewthereport,andthencloseitwhenyouaredone.
![Page 77: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/77.jpg)
Budget Construction Training Workbook 77
Step Instruction 21‐7 Clickcancel.
21‐8 YouarebackontheOrganizationSelectionmenu.Clickclose.
21‐9 Usingthe2PLGreportasaguide,loadtheBCDocumentfortheaccountsonthereportusingtheloaddocumentormyorganization.Opentheexpendituretaboncethedocumentisloaded.
21‐10 Clickdeletetodeletethe2PLGobjectcode.
![Page 78: CSU BC Training Workbook 2017 05 1624 Budget Construction Training Workbook Step Instruction 8‐4 Click salary setting on the salary line. 8‐5 Click posn salset. If you don’t](https://reader034.vdocuments.net/reader034/viewer/2022042116/5e93a4ec24d46006cc34061e/html5/thumbnails/78.jpg)
78 Budget Construction Training Workbook
Step Instruction 21‐11 Clicksave.Observethetotalafterremovingthe2PLGobject
code.
21‐12 Clickclose.
21‐13 Clickno.
21‐14 YouarebackontheBudgetConstructionSelectionscreen.Youmaynowprocessanother2PLGobjectcode.