csu bc training workbook 2017 05 1624 budget construction training workbook step instruction 8‐4...
TRANSCRIPT
KFS Budget Construction
Training Workbook
Updated: May 2017
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
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.
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Step Instruction 1‐5 SelectPointofView.
1‐6 ClicktheActionarrowtodrilldownintothelowerlevelorganizations.
1‐7 Selectoneormoreorganizationsandclickview.
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Step Instruction 1‐8 LookattheOrgLevelwhereyouraccountsarelocated:
Note:Inthisexampleallaccountsareatlevel0,reviewyourlevelandcomparewiththelist.BCCoordinatorsmayhavetopull‐up/push‐downinordertoeditBCdocument.
1‐9 Clickcancel.
1‐10 YouarebackontheOrganizationSelectionscreen.
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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
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.
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Step Instruction 3‐4 Selectthepointofvieworganizationandclickthearrowunder
theAction.
3‐5 SelectoneormoreOrganizationCodesandclicktheviewbutton.
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Step Instruction 3‐6 LoadoneoftheaccountsbyclickingtheLoadDocumentlink.
3‐7 ViewtheApprovalLevelDatasectionintheSystemInformationtab.Thisindicatesyourlevel.Thelowestlevelis0(fiscalofficer).ViewtheControlssection.Thisindicateshowmanylevelsarebelowyou.
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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).
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.
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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.
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!
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Step Instruction 5‐3 ClicktheshowbuttonontheRevenuetab.
5‐4 EnteramountintheRequestedfield.
Youmustenterapositiveamount!
5‐5 Clicksave.
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Step Instruction 5‐6 Observethemessagethatthe“Documentwassuccessfully
saved.”
5‐7 Closethedocumentbyclickingcloseinthebottomofthescreen.
5‐8 Clickno.
5‐9 Clickclose.
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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.
Budget Construction Training Workbook 17
Step Instruction 6‐4 Click byObject.
6‐5 EnterLintheBudgetAggregationCodefield.Additionally,youmayentermoresearchcriteria.ClickSearch.
Note:AllofthebudgetobjectcodeshaveAggregationCodeL.
6‐6 Clickreturnvaluebytheobjectcodeyouwishtobudget.
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Step Instruction 6‐7 EntertheRequestedamountandclickadd.
6‐8 Thebudgetlinewillbemoveddown.Clicksave.
6‐9 Observethemessagethatthe“Documentwassuccessfullysaved.”
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Step Instruction 6‐10 Closethedocumentbyclickingcloseatthebottomofthe
screen.
6‐11 Clickno.
6‐12 Clickclose.
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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.
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.
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Step Instruction 7‐7 Clickclose.
7‐8 Clickno.
7‐9 Clickclose.
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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.
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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.
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Step Instruction 8‐8 Observethemessage:Salarysettingwassuccessfullysaved.
8‐9 Clickcloseatthebottomofthescreen.
8‐10 Clickno.
8‐11 YouarebackintheQuickSalarySettingscreen.
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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.
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9‐5 Clickincmbntsalsetbutton.
9‐6 YouareontheSalarySettingbyIncumbentscreen:
Step Instruction 9‐4 Clicksalarysettingonthesalaryline.
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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.
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Step Instruction 9‐10 ObservetheTotalRequestAmountatthebottomofthescreen.
Clickclosewhenyouaredone.
9‐11 Clickno.
9‐12 YouarebackontheQuickSalarySettingscreen.
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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.
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.
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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.
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.
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Step Instruction 12‐3 Observethemessage.
Ifyouloadanaccountthatisinyourorganizationhierarchy,youwillreceive“Viewonlyaccessgranted,”unlessyouarethefiscalofficeroftheaccount.Skipstep12‐4ifyouarethefiscalofficeroftheaccount.
Ifyouloadanaccountthatisnotinyourorganizationhierarchy,youwillreceivethemessagebelow.Closethedocument.Sincethedocumenthasbeencreated,youwillneedtothenselectthecorrectaccountandtryagain.
Budget Construction Training Workbook 35
Step Instruction 12‐4 Tobeginbudgeting,pullupthedocument(FiscalOfficershouldskip
thisstep).
12‐5 Observethemessage,“Editaccessgranted.”
12‐6 Youmayenterrevenueorexpenditurebudgets.
12‐7 Clicksave.
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Step Instruction 12‐8 Clickclose.
12‐9 Clickno.
12‐10 YouarebackontheBudgetConstructionSelectionscreen.
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.
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Step Instruction 13‐5 ClickPosnSalset.
13‐6 Click tosearchforemployee.
13‐7
OntheIntendedIncumbentLookupscreen,entertheIncumbentPersonNamesearchcriteriaandclicksearch.
Usethewildcardsearch;forexample,“*Jones*”
13‐8 Clickreturnvaluelinktoselecttheemployee.
Budget Construction Training Workbook 39
Step Instruction 13‐9 EnterAmount,Months,andPercentTimeandclickadd.
Observethattherecordwillbeaddedtothebottomofthescreen.
Ifyoualreadyhaveanincumbentonthefundingline,adjustthepercenttimeandamountoftheexistingincumbenttoensurethatthetotalpercenttimedoesnotexceed1.0.
13‐10 Clickpurgeontherecordyouhavejustadded.
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Step Instruction 13‐11 ClickshowonthePurgedAppointmentFundingtab.
13‐12 Clickrestore.ObservethattherecordwasreinstatedinthePositionFundingtab.
13‐13 Clicksave.
13‐14 Observethemessage.
Budget Construction Training Workbook 41
Step Instruction 13‐15 Clickclose.
13‐16 Clickno.
13‐17 YouarebackontheQuickSalarySettingscreen.
Ifyoudonotseethepositionyouhavejustaddedonthisscreenitmeansthatyourpositionhasadifferentdefaultobjectcodethanthebudgetobjectcodeyouhaveselected.ThepositionwillappearontheQuickSalarySettingscreenofanothersalaryobjectcode.
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.
Budget Construction Training Workbook 43
Step Instruction 14‐5 ClicktheIncmbntSalsetlinkintheActionscolumn.
14‐6 ClickthePositionlookupicon.
14‐7 EnterthePositionDepartmentIdentifier,thedefaultobjectcode(asnotedin14‐6)andclicksearch.
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Step Instruction 14‐8 Clickthereturnvaluelinkforthepositionyouwishtoselect.
14‐9 EnterAmount,Months,andPercentTimeandclickadd.
BesurethattheMonthsfieldsisthesameasthePayMonthsfieldofthePosition.
Ifyoualreadyhaveanincumbentonthefundingline,adjustthepercenttimeandamountoftheexistingincumbenttoensurethatthetotalpercenttimedoesnotexceed1.0.
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:
46 Budget Construction Training Workbook
Step Instruction 14‐14 Clickclose.
14‐15 Clickno.
14‐16 YouarebackontheQuickSalarySettingscreen.IfyoureturntotheQuickSalarySettingscreenanddonot
findthefundinglineyouhavejustadded,itmeansthattheobjectcodeyouhaveenteredintotheIncumbentSalarySettingwasdifferent.ClosetheQuickSalarySettingscreen.
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.
48 Budget Construction Training Workbook
Step Instruction 15‐5 Clickreverttoundodelete.
15‐6 Observethefundinglineisreverted.
15‐7 Clickvacate.
15‐8 ObservethataVACANTlinewascreated.
15‐9 Clicksave.
Budget Construction Training Workbook 49
Step Instruction 15‐10 Observethemessage.
15‐11 Clickclose.
15‐12 Clickno.
15‐13 YouarebackontheBCDocument.
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Lab 16: Organization Salary Setting (Position Pick List and Incumbent Pick List)
SeeBudgetConstructionTrainingGuideSection4,“OrgSalarySettings”onpage48.
Step Instruction 16‐1 Selectorgsalarysettings.
16‐2 SelecttheOrganizationSub‐TreeandclickviewbyShowPositionPickList.
Budget Construction Training Workbook 51
Step Instruction 16‐3 EnteryourdepartmentIDandclicksearch.(Skipthisstepifyou
areatLevel1).
16‐4 SelectPosnSalset.
16‐5 OncethePositionSalarySettingscreenopens,closethescreen.
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Step Instruction 16‐6 Clickno.
16‐7 Clickclose.
16‐8 Clickcancel.
16‐9 ClicktheviewbuttonbyShowIncumbentPickList.
Budget Construction Training Workbook 53
Step Instruction 16‐10 Enteradesiredwildcardsearchstring(forexample,*Smith*,
*Jones*,etc.).Clicksearch.
16‐11 Clicktheincumbentsalsetlinkbytheincumbentrecordthatyouwishtoedit.
16‐12 OncetheIncumbentSalarySettingscreenopens,closethe
screen.
54 Budget Construction Training Workbook
Step Instruction 16‐13 Clickno.
16‐14 Clickclose.
16‐15 Clickcancel.
16‐16 YouarebackontheOrganizationSelectionscreen.
Budget Construction Training Workbook 55
Lab 17: Split Funding
SeeBudgetConstructionTrainingGuideSection5,“EditingFundingLines,”“FundingLineExamples”onpage64.
Step Instruction 17‐1 Selectorgsalarysettings.
17‐2 Selecttheorganizationsub‐tree.
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Step Instruction 17‐3 FromtheIncumbentPickListfindanincumbentthatissplit
funding.
Ifyoudon’thaveasplit‐fundedpositioninyourorganization,skipthisexercise.
17‐4 Updateyourportionofthefunding.Iftheotheraccountbelongstoanareaoutsideofyoursecurity,thefundinglineisnoteditable.ContacttheBudgetCoordinatoroftheotheraccounttocoordinatethefundinglineamountandFTE.
Budget Construction Training Workbook 57
Step Instruction 17‐5 Reviewthetotals.
17‐6 Clicksave.
17‐7 Clickclose.
17‐8 Clickno.
17‐9 Clickclose.
58 Budget Construction Training Workbook
17‐10 Clickcancel.
17‐11 YouarebackontheOrganizationSelectionScreen.
Budget Construction Training Workbook 59
Lab 18: Individual TBA
SeeBudgetConstructionTrainingGuideSection6,“SpecialAppointmentFundingLines,”onpage68.Step Instruction 18‐1 Selectorgsalarysettings.
18‐2 FromthePositionPickList,selectaTBApositionwhichhasbeencreatedforyou.
60 Budget Construction Training Workbook
Step Instruction 18‐3 Enter“Z*”intothePositionNumber,andyourDepartmentID
andclicksearch.
18‐4 ClickthePosnSalsetlinkbythepositionyouwishtoworkon.
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.
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Step Instruction 18‐9 Observethetotalandclicksave.
18‐10 Clickclose.
18‐11 Clickno.
18‐12 Clickclose.
Budget Construction Training Workbook 63
Step Instruction 18‐13 ClickcancelontheBudgetConstructionIntendedIncumbent
SelectLookuporBudgetConstructionPositionSelectLookupscreen.
18‐14 YouarebacktotheOrganizationSelectionscreen.
64 Budget Construction Training Workbook
Lab 19: Pooled TBA
SeeBudgetConstructionTrainingGuideSection6,“SpecialAppointmentFundingLines,”“EnteringaTBAPosition,”onpage72.
Step Instruction 19‐1 Selectorgsalarysettings.
19‐2 FromthePositionPickList,selecttheTBApositionwhichhasbeencreatedforyou.
Budget Construction Training Workbook 65
Step Instruction 19‐3 Enter“Z*”intothePositionNumberandyourDepartmentID
andclicksearch.
19‐4 ClickthePosnSalsetlinkbythepositionyouwishtoworkon.
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Step Instruction 19‐5 ChartcodeCOwillbedisplayed,enterAccountNumber.
19‐6 EnterIncumbentPersonName(thenamemustbeginwith“TBA”)andclickaddincumbent.Recommendednamingconventionwillbesomethingtoindicatethecharacteristicofthepooledpositionsuchas“TBA–EnrollmentGrowth”
Thenamemustbeunique.
19‐7 ObservethatthesystemautomaticallyassignstheEmployeeIDanddisplaysthenameoftheincumbent.
Budget Construction Training Workbook 67
Step Instruction 19‐8 EntertheAmount,Months,andPercentTimeandclickadd.
19‐9 Observethetotalandclicksave.
19‐10 Clickclose.
19‐11 Clickno.
68 Budget Construction Training Workbook
Step Instruction 19‐12 Clickclose.
19‐13 ClickcancelontheBudgetConstructionIntendedIncumbentSelectLookuporBudgetConstructionPositionSelectLookupscreen.
19‐14 YouarebacktotheOrganizationSelectionscreen.
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.
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Step Instruction 20‐3 SelecttheviewbuttonfortheSub‐FundSummary.
20‐4 Makeanoteofitifyouseeamessagethatsomeaccountsareaboveyourpointofview.Clicksubmitonlyifyougetthismessage,otherwisegotoStep21‐5.
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Step Instruction 20‐5 Selectthesubfund(s)youwishtoreconcileorclickselectallto
selectallsubfunds.
20‐6 Clicksubmit.
72 Budget Construction Training Workbook
Step Instruction 20‐7 ClickOKtoopenthegeneratedPDF.
ThisdialogwillbedifferentbetweenMacandPC.
20‐8 Reviewthereport.
Budget Construction Training Workbook 73
Step Instruction 20‐9 Clickclose.
20‐10 YouarebackontheOrganizationSelectionmenu.
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Lab 21: Processing 2PLG
SeeBudgetConstructionTrainingGuideSection8,“OrganizationReports,”“List2PLGReport”onpage99.
Step Instruction 21‐1 Selectorgreport/dumpmenu.
21‐2 SelecttheOrganizationSub‐Tree.
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Step Instruction 21‐3 SelecttheviewbuttonfortheList2PLG.
21‐4 Makeanoteofitifyouseeamessagethatsomeaccountsareaboveyourpointofview.Clicksubmitonlyifyougetthismessage,otherwisegotoStep22‐5.
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Step Instruction 21‐5 ClickOKtoopenthegeneratedPDF.
ThisdialogwillbedifferentbetweenMacandPC.
21‐6 Reviewthereport,andthencloseitwhenyouaredone.
Budget Construction Training Workbook 77
Step Instruction 21‐7 Clickcancel.
21‐8 YouarebackontheOrganizationSelectionmenu.Clickclose.
21‐9 Usingthe2PLGreportasaguide,loadtheBCDocumentfortheaccountsonthereportusingtheloaddocumentormyorganization.Opentheexpendituretaboncethedocumentisloaded.
21‐10 Clickdeletetodeletethe2PLGobjectcode.
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Step Instruction 21‐11 Clicksave.Observethetotalafterremovingthe2PLGobject
code.
21‐12 Clickclose.
21‐13 Clickno.
21‐14 YouarebackontheBudgetConstructionSelectionscreen.Youmaynowprocessanother2PLGobjectcode.