FY19 Adopted Budget - Reports Overview

Transcription

1 FY19 Adpted Budget - Reprts Overview 00 - WORKFORCE PLANNING REPORTS 1. Cmpensatin Perfrmance Labr summary with HR attributes (including Endeavr inf) NOTE: This reprt is nly available fr staff 2. Labr Detail Detailed view f salary increase % and labr distributin by Emplyee 3. Labr Distributin Detailed view f all labr distributin, including shared labr 4. Labr Distributin t Nn-Budget Entities Shws labr distributins fr nn-planned budget entities (i.e., nt in Hst); example = agency funds 5. Labr Summary Summary f salary increase % by Emplyee 1

2 01 - ADOPTED BUDGET REPORTS 01 Unrestricted Balancing Shws net balance at any given pint in the budgeting prcess fr each f yur unrestricted budget entities at the FOPA level. Shws budgeted ttals fr revenue, allcatin, transfers, labr, nn-labr, and net amunts fr each budget entity. 02 Unrestricted Balancing by Accunt Shws net balance at any given pint in the budgeting prcess fr all f yur unrestricted budget entities cmbined. Cmpares FYXX Allcatin t FYXX Budget fr All Unrestricted Funds by Accunt and Functinal Accunt Type, including Net Balance. 03 Restricted Balancing Shws net balance at any given pint in the budgeting prcess fr each f yur restricted budget entities at the FOPA level. Shws budgeted ttals fr beginning fund balance, revenue, transfers, labr, nn-labr, and net amunts fr each budget entity. 04 Restricted Balancing by Accunt Shws net balance at any given pint in the budgeting prcess fr all f yur restricted budget entities cmbined. Cmpares Prir Year Actuals t FYXX Budget fr All Restricted Funds by Functinal Accunt Type. Nte: All restricted funds EXCEPT fr Grants & Cntracts and RSPA (Fund Type 20 & 30) are included. 05 All Funds Pled Labr Cmpares histrical spend and budget with current FYXX Adpted Budget fr pled labr fr all funds. 06 All Funds Summary Includes FYXX Budget by Functinal Accunt Type fr All Funds fr Single Year with Net Calculatin. 07 Restricted Fund Balances Frecast vs Adpted Cmpares Current Year Estimated Ending Fund Balance frm Frecast t Next Year s planned Estimated Beginning Fund Balance in the Adpted Budget. This can help yu determine if the amunt yu are planning is reasnable. 08 All Funds Cmparisn Prvides a high-level view f budgeting trends by cmparing 3 years f histrical actuals, current FY Adjusted Budget, current FY Frecast, and the future FY Adpted Budget fr all funds at the accunt cde level. This can help yu determine if the amunt yu are planning is reasnable. ALLOCATION SUPPORT MATERIALS 09 Unrestricted Summary Prvides a high-level walk frward f yur current year allcatin by accunt cde fr all f yur Unrestricted Funds. The walk frward includes the FY18 Adjusted Budget, FY19 Budget Increment, and FY19 Allcatin. 10 Unrestricted Summary by Org Prvides same infrmatin as reprt 09 Unrestricted Summary but details is at the individual Orgs level. 11 E&G Labr Allcatin Summary Prvides a high-level walk frward f ttal salary and fringe by Org. fr Unrestricted funds. The walk frward includes the FY18 Adjusted Budget, FY19 Budget Increment, and FY19 Allcatin. 2

3 12 Labr Allcatin by Psitin Prvides a detailed walk frward f salary and fringe by psitin. The walk frward includes the FY18 Adjusted Budget, FY19 Allcatin and the difference (r increment). T access WFP Reprts: Lg-in t ARP Reprts File Cabinet 00 Wrkfrce Planning 3

4 Sample Screenshts: 1. Cmpensatin Perfrmance 2. Labr Detail 3. Labr Distributin 4

5 4. Labr Distributin t Nn-Budget Entities 5. Labr Summary 5

6 T access Adpted Budget Reprts: Lg-in t ARP Reprts File Cabinet 01 Adpted Budget Sample Screenshts: 1. Unrestricted Balancing 6

7 2. Unrestricted Balancing by Accunt 3. Restricted Balancing 7

8 4. Restricted Balancing by Accunt 5. All Funds Pled Labr 6. All Funds Summary 8

9 7. Restricted Fund Balances Frecast vs Adpted 8. All Funds Cmparisn 9

10 T access Allcatin Supprt Materials: Lg-in t ARP Reprts File Cabinet 01 Adpted Budget Allcatin Supprt Material Sample Screenshts: 9. Unrestricted Summary 10

11 10. Unrestricted Summary by Org 11. E&G Labr Allcatin Summary 12. Labr Allcatin by Psitin 11