Office of Planning and Budgets. Salary and Wage Allocation Resource Guide

Transcription

1 Office of Planning and Budgets Salary and Wage Allocation Resource Guide This application displays adjusted base budget for employee groups and calculates salary and wage increments per agreements and contracts; to be used in planning prospective budgets. Including, but not limited to, application process flow, data definitions, and how to view and enter data. Denice Beckwith and Brent Johnston and Val Thebeau

2 Table of Contents Chapter 1: Introduction... 1 Chapter 2: Installation Instructions... 2 Chapter 3: Steps to Open Application... 3 Chapter 4: Security Rights... 4 Chapter 5: Application Overview... 5 Employee Groupings... 6 Assumption Tab... 7 Budget Based Group Percent Distribution Tab... 8 ation Prior Year Annualized Tab... 9 More Information on Annualized Salaries ation Request Revision Tab Base Budget Reconciliation Recurring Allocations Not in Base ation Budget Allocation Chapter 6: System Link and Administrative Link Chapter 7: Adding and Removing Commentary Chapter 8: Validations Chapter 9: Submit and Reject Data Chapter 10: Print Data Chapter 11: Summary Glossary Contacts... 23

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4 Chapter 1: Introduction Cognos Enterprise Planning Salary and Wage Allocation Model The Cognos Enterprise Planning (EP) salary and wage allocation (SWA) model is used by the Office of Planning and Budgets (OPB) to calculate adjusted base budgets and increments for employee groups per agreements and contracts; to be used in planning the prospective budget. This allocation model, located in the EBS portal, allocates funding for salary increases, annualized salaries, college markets, transfers, promotions, Provost markets and operating supplies and services increase. Values from the Base Budget Reconciliation application feed into the Salary and Wage Allocation application. Currently allocations are at the MAU Organization of Interest (OOI) level and does not extend lower to the U1 or U2 levels. MAU fiscal officers review the Adjusted Recurring Base data and submit adjustments where their figures differ from the Budget Based Group Percent Distribution. The revised total must equal the draft amount. The image below shows applications used to develop the annual general fund budget allocation. Applications within Cognos Enterprise Planning (EP) Salary and Wage Allocation Resource Guide Page 1

5 Chapter 2: Installation Instructions Cognos Contributor Client Installation Instructions New Users Users will need to install the Cognos Contributor Client before they can open applications. To install the Contributor Client, follow instructions within the following document filed on the Office of Planning and Budgets portal under Required Software. URL Link: Cognos Contributor Client Installation Instructions Current Users Starting January 12, 2016 on Windows machines, both IE9 and 10 will no longer receive security updates which requires users to download IE11. If you use Internet Explorer, please update to IE11 which Cognos EP now supports. Steps to Download IE11: 1. Use the following URL to load IE11: 2. Click the Download button on this page to start the download. 3. Do one of the following: a. To start the installation immediately, click Open or Run this program from its current location. b. To copy the download to your computer for installation at a later time, click Save or Save this program to disk. 4. Follow Microsoft IE11 loading steps. General Information about IE11 Set-Up Within the IE11 Compatibility View Settings, be sure to include msu.edu. You may have to completely shut down your computer for the updated settings to load. If you encounter issues with the EBS portal opening, you may have to add to your Trusted Sites. If you are having difficulty opening Cognos EP applications on the web, please follow the steps in this document: Troubleshooting Cognos EP Web Client. If you still encounter an issue with Cognos EP opening, then follow the directions to uninstall and reinstall the Contributor Web Client. The URL for the installation procedure is: Salary and Wage Allocation Resource Guide Page 2

6 Chapter 3: Steps to Open Application 1. Enter URL for the Cognos EP site: or log in through the EBS portal (ebs.msu.edu) and click on the Planning and Budgets tile. 2. Login using MSU Net ID and Password. 3. Path to Cognos EP Folder: Public Folders > Cognos Planning > Applications > - MSU. 4. Select MSU Salary and Wage Allocation. 5. When you log on to Contributor, you see a graphical overview of all the areas you are responsible for on the left side of the Contributor screen; the colored circles represent the status of the data entry for each organization 6. To start using Contributor, in the tree on the left side of the screen, click an organization and a table will appear on the right side of the screen. Your screen might look different then what is shown below. 7. To start working, click an organization within the Which is made up of: section of the screen (right side of the screen). This opens the organization in a grid where you can view and enter data. Note: If your browser appears to have frozen, try refreshing the web page. If that does not work, you will have to restart the browser. Salary and Wage Allocation Resource Guide Page 3

7 Chapter 4: Security Rights Security Rights Access to this application is determined through security roles granted by Security Contacts within D6501 or through an ARM form. Workflow screens will be different depending on the security role entered for each application. Cognos EP Viewer users get view only rights in system. Cognos EP Submitter users may view, edit and save changes, as well as submit data for their organization(s) for central approval. This role is appropriate for MAU fiscal officers, deans or administrators, as identified by MAU. Cognos EP Reviewer users may view and reject submission of data. This role will be a small group of central users, primarily in OPB. Security Groups in D6501 The Cognos EP security groups are decentralized to be managed directly within D6501. To add or remove users from a role, follow the procedures at - Drop down to the middle of the page and locate the section beginning To sign on. - Choose the first option, - Select an option from the menu. The following is the path to the ARM form for requesting access to the application in Cognos EP: - At the bottom of this screen you will find Cognos Enterprise Planning section. - Select the PDF link in the last column: EBSUnitCognosEPRoles.pdf. Contact the Help Desk (ithelp@msu.edu) with questions about completing ARM forms. Contact Denice Beckwith (beckwi37@msu.edu or call ) or Val Thebeau (thebeau@msu.edu or call ) with questions on security roles. The following is the format for security groups in D6501: Cognos EP <MAU>-<Application>-SUBMIT or VIEW. Example of security groups for Salary and Wage Allocation (only MAU level): /group/ebsp/ep/ swa-submit /group/ebsp/ep/ swa-view There are a number of security groups in D6501 for Cognos EP. Using a filter within the Title field will help to show a listing of Cognos EP groups for your MAU. Example of filter: %10002% Salary and Wage Allocation Resource Guide Page 4

8 Chapter 5: Application Overview The following is a view of how the tabs within Salary and Wage Allocation application are connected. This application displays prior year budget for employee groups, non recurring adjustments, salary and wage increments per agreements and contracts, annualized amounts, and operating supplies and services percent increase. Data entered in the Base Budget Reconciliation application will also appear in this application, i.e. transfers, promotions and Provost Markets. Increments and annualization amounts are linked to Budget Allocation. Within the application, small light bulbs ( ) next to the field name contain descriptive information about the fields; be sure to check the light bulbs. If the field is calculated, then the calculation is shown by hovering over the cell. Prior Year is shown as PY; Current Year is shown as CY within this application. Salary and Wage Allocation Data Flow Includes salary increases, annualized amounts, and operating supplies and services increment Percent distribution of budget from prior year by employee groups Assumption Bdgt Based Grp Perc Dist Budget Allocation The annualized amount from the previous fiscal year s raise included in the current year s allocation PYAnnualized Revisions are entered on the Request Revision tab. These updates are shown on the tab. Request Revision Base Budget Reconciliation Includes data on Transfers, Provost Markets and Promotions Salary and Wage Allocation Resource Guide Page 5

9 Employee Groupings Below is a crosswalk showing employee groups within budget planning and groups used in allocation data. Budget Planning Groups to Object Codes Committed Employee Groups, etc. Object Code Open Object Code AY - Continuing Faculty 6504-FAC-RANKED 7504-OPEN-FAC AN - Continuing Faculty 6504-FAC-RANKED 7504-OPEN-FAC AN - Executive Management 6503-EXEC MGT 7503-OPEN-EX MGT AY - UNTF Faculty 6504-FAC-RANKED 7504-OPEN-FAC AN - UNTF Faculty 6504-FAC-RANKED 7504-OPEN-FAC AY - Fixed Term Faculty 6504-FAC-RANKED 7504-OPEN-FAC AN - Fixed Term Faculty 6504-FAC-RANKED 7504-OPEN-FAC AY - Continuing Other 6507-FAC-UNRANKED 7507-OPEN-FACUNRK AN - Continuing Other 6507-FAC-UNRANKED 7507-OPEN-FACUNRK AY - UNTF Other 6507-FAC-UNRANKED 7507-OPEN-FACUNRK AN - UNTF Other 6507-FAC-UNRANKED 7507-OPEN-FACUNRK AY - Fixed Term Other 6507-FAC-UNRANKED 7507-OPEN-FACUNRK AN - Fixed Term Other 6507-FAC-UNRANKED 7507-OPEN-FACUNRK Grad Non Union 6525-GRD RES ASST 7526-OPEN-GRD AST Grad Union 6525-GRD RES ASST 7525-OPEN-GRD AST APSA 6471-AP 7471-OPEN-ADM PRF APA 6471-AP 7471-OPEN-ADM PRF Confidential APA 6471-AP 7471-OPEN-ADM PRF Non Union 6471-AP 7471-OPEN-ADM PRF Nurse 6547-NURSES 7547-OPEN-NURSE CT - Clerical 6598-CT-CLERICAL 7598-OPEN-TECH CT - Technical 6482-CT-TECHNICAL 7482-OPEN-CT PAY Confidential CTU 6482-CT-TECHNICAL 7482-OPEN-CT PAY FOP 6509-FOP-POLICE 7509-OPEN-FOP FOPK 6509-FOP-POLICE 7509-OPEN-FOP Contingency 7502-OPEN-DEAN/VP Local LBR-LCL OPEN-LBR 999 Local LBR-LCL OPEN-LBR 547 Local LBR-LCL OPEN-1585 LB Local LBR-LCL OPEN-LBR 274 Regular Labor 6601-TEMP LABOR 6601-TEMP LABOR Student Labor 6591-STU LBR-REG 7591-OPEN-STUDENT Operating Supplies & Services Budget Allocation Groups Clerical Technical Salary and Wage Allocation Resource Guide Page 6

10 Assumption Tab This tab shows salary and wage increments per agreements and contracts. Also percent increase for operating supplies and services is included in assumptions. Data on this tab is linked to ation () tab and appears on the top three lines by employee group. Usually some increase percents for employee groups are not known until the fourth quarter. Office of Planning and Budgets will use 2 percent as a place holder until an increase is approved. Assumption Budget Allocation Bdgt Based Grp Perc Dist PYAnnualized Request Revision Base Budget Reconciliation Increment Assumption Note: Provost Market.5% Salary and Wage Allocation Resource Guide Page 7

11 Budget Based Group Percent Distribution Tab This tab shows the prior year s budget load spread across employee groups. The budget for each employee group is divided by the total, i.e. $16,228,572 / $31,413,533 =.5166 Data on this tab is linked to ation () tab and appears in the second section by employee group. This budget based percent is used to calculate the non recurring adjustments. These adjustments include Off Campus Credit Instruction (OCCI), Revenue Based Initiatives (RBI), and Research Facilitation Allocation (RFA). Assumption Budget Allocation Bdgt Based Grp Perc Dist PYAnnualized Request Revision Base Budget Reconciliation Bdgt Based Grp Perc Dist Tab Percent Appears on Tab Salary and Wage Allocation Resource Guide Page 8

12 ation Prior Year Annualized Tab Annualized allocation is the slice from the previous fiscal year s raise included in the current year s allocation. This tab shows the annualized amount by employee groups. Assumption Budget Allocation Bdgt Based Grp Perc Dist PYAnnualized Request Revision Base Budget Reconciliation Calculations Data Source Annualized Groups Linked from PY Budget Allocation under SI-College Market Linked from Base Budget Provost Market Reconcilation Application Annualized within Provost Market tab PY Budget Period ( 1 - {PY Budget Period} ) Annualized Budget Period Information about Annualized Salaries ( {PY Salary Increase} / {PY Budget Period} ) * {Annualized Budget Period} PY Salary Increase Annualized Amount College Market Annualized ,060, , ,234, ,863 Linked from PY Budget Allocation FACULTY under SI-Faculty ,595, ,216 Linked from PY Budget Allocation ACADEMIC STAFF under SI-Academic Staff , ,963 Linked from PY Budget Allocation GRAD under SI-Grad ,147 0 Linked from PY Budget Allocation PROFESSIONAL under SI-Professional , ,436 Linked from PY Budget Allocation CLERICAL TECHNICAL under SI-Clerical Technical , ,449 Linked from PY Budget Allocation FOP under SI-FOP ,463 0 Linked from PY Budget Allocation LABOR under SI-Labor ,993 0 Linked from PY Budget Allocation REGULAR LABOR under SI-Regular Labor ,398 0 Linked from PY Budget Allocation STUDENT LABOR under SI-Student Labor ,818 0 Salary and Wage Allocation Resource Guide Page 9

13 More Information on Annualized Salaries Employee Group # of Months Salaries Salary Annualization based on 1% Salary Increase from previous fiscal year Salary Increase based on 1% Salary Increase Faculty 9 $80,000 $80,000 x.01 x months $80,000 x.01 x months Professional (APA, APSA, Non Union, Nurse) 12 $80,000 $80,000 x.01 x.25 3 months $80,000 x.01 x.75 9 months Clerical Technical 12 $80,000 $80,000 x.01 x.75 9 months $80,000 x.01 x.25 3 months Academic Year Faculty are paid in ten payments over a nine-month period from about August 16 of one calendar year through May 15 of the next calendar year. Faculty Raise Faculty raises are effective October 1. Faculty Increase There are 7.5 months from Oct. 1 through May 15 during the current fiscal year. The factor for the salary increase is 7.5/9 = Faculty Annualization There are 1.5 months from Aug. 16 through Sept. 30 during the subsequent fiscal year. The factor for the salary annualization is 1.5/9 = The same factors are currently used for both academic year (AY) and annual (AN) faculty for convenience, which results in higher allocations than would be required if separate factors were used. Salary and Wage Allocation Resource Guide Page 10

14 ation Request Revision Tab If there are changes to non recurring adjustments or annualized amounts, those revisions are entered within the ation Request Revision tab. Assumption Budget Allocation Bdgt Based Grp Perc Dist PYAnnualized Request Revision Base Budget Reconciliation The amount being updated will appear in the Requested REVISION dimension of the tab. SWA Adjustments dimension calculation: DRAFT + Requested REVISION = with ADJUSTMENT. It is required to complete the Salary & Wage Alloc Category, Employee Group and Amount columns. Revisions to non recurring adjustments must net to zero. Example of Revision Salary and Wage Allocation Application Page 11

15 Base Budget Reconciliation Recurring Allocations Not in Base Revisions to Faculty Markets, Promotions, and Transfers are completed within the Base Budget Reconciliation application. Totals are linked into the Salary and Wage application. Please see the Base Budget Reconciliation resource guide to understand how they are entered. Assumption Budget Allocation Bdgt Based Grp Perc Dist PYAnnualized Request Revision Base Budget Reconciliation Salary and Wage Application ation Tab Base Budget Reconciliation Application Salary and Wage Allocation Application Page 12

16 ation Data from other sheets within the Salary and Wage Allocation application link to sheet. Faculty Markets, Promotions, and Transfer data is linked from Base Budget Reconciliation application. Salary increases, annualization amounts and operating supplies and services are linked to Budget Allocation application. Assumption Budget Allocation Bdgt Based Grp Perc Dist PYAnnualized Request Revision Base Budget Reconciliation Below is information about the lines within the application: Fields within Salary and Wage Allocation on Tab Additional Information or Calculation Budget Period The factor for the salary increase, i.e. 7.5/9 = Percent Increase Salary and wage increments per agreements and contracts. College Market Increase Increase per recommendation from University and approved by Board of Trustees. Prior year (PY) Off Campus Credit Instruction (OCCI) PY OCCI Non Recurring Base allocation amount linked from Base Budget Reconciliation. PY RBI Non Recurring Base PY Revenue Based Initiative (RBI) allocation amount linked from Base Budget Reconciliation. PY RFA Non Recurring Base PY Research Facilitation Allocation (RFA) allocation amount linked from Base Budget Reconciliation. Budget Based Percentage Details within "Bdgt Based Grp Perc Dist" tab. See page 8 for more information. PY Budget Data from PY Unit Budget Planning application within Summary by Adjustments tab. Minus: OCCI Non Recurring Adjustment Calculation: {PY OCCI Non Recurring Base} * {Budget Based Percentage} Salary and Wage Allocation Application Page 13

17 Fields within Salary and Wage Allocation on Tab (continued) Minus: RBI Non Recurring Adjustment Minus: RFA Non Recurring Adjustment ADJUSTED RECURRING BASE PY Transfers PY Promotions PY Provost Markets TOTAL ADJUSTED BASE CY ALLOCATION INCREMENT PY Annualized Salary PY Annualized College Markets PY Annualized Provost Markets CY FUNDED ANNUAL CY College Market Employee Groups Adjustment Dimensions Additional Information or Calculation Calculation: {PY RBI Non Recurring Base} * {Budget Based Percentage} Calculation: {PY RFA Non Recurring Base} * {Budget Based Percentage} Calculation: {PY Budget} - {Minus: OCCI Non Recurring Adjustments} - {Minus: RBI Non Recurring Adjustments} - {Minus: RFA Non Recurring Adjustment} Revisions done within Base Budget Reconciliation Revisions done within Base Budget Reconciliation Revisions done within Base Budget Reconciliation Calculation: {ADJUSTED RECURRING BASE} + {PY Transfers} + {PY Promotions} + {PY Provost Markets} + Annualized Amounts Calculation: ( {TOTAL ADJUSTED BASE} * {Budget Period} ) * {Percent Increase} / 100 This information is linked to Budget Allocation application to allocate for Salary increases and Operating Supplies and Services increment. See page 9 and 10 for details. See page 9 and 10 for details. See page 9 and 10 for details. Calculation: +{PY Annualized Salary} +{PY Annualized College Markets} +{PY Annualized Provost Markets} This information is linked to Budget Allocation application to allocate for Salary Annualization. Calculation: ( ( {TOTAL ADJUSTED BASE} * {Budget Period} ) * {College Market Increase} / 100 This information is linked to Budget Allocation application to allocate for College Market increases. See page 6 for details. SWA Adjustments dimension calculation: DRAFT + Requested REVISION = with ADJUSTMENT Salary and Wage Allocation Application Page 14

18 Budget Allocation Data from other sheets within the Salary and Wage Allocation application link to the sheet. Faculty Markets, Promotions, and Transfer data is linked from Base Budget Reconciliation application. Salary increases, annualization amounts and operating supplies and services increments are linked to Budget Allocation application. Assumption Budget Allocation Bdgt Based Grp Perc Dist PYAnnualized Salary and Wage Allocation Application within Tab Request Revision Base Budget Reconciliation Budget Allocation Application within Summary Tab CY FUNDED ANNUAL links to this section within Budget Allocation application CY ALLOCATION INCREMENT links to this section within Budget Allocation CY College Market links to SI-College Market within Budget Allocation application CY ALLOCATION INCREMENT from Operating SS column links to SS&E within Budget Allocation application Salary and Wage Allocation Application Page 15

19 Chapter 6: System Link and Administrative Link System Link A system link has been entered for MAU fiscal officers to import Provost Market, Promotion and Transfer data from Base Budget Reconciliation into Salary and Wage Allocation application. This system link is defined within the application set-up settings. MAUs can run System Links; but an Administrative Link will be run each evening that also imports data to Salary and Wage Application. Steps 1. Take Ownership of organization(s) to be included in System Link. 2. Go to the tab. 3. Select Auto Size Visible Range icon ( ), if needed. 4. From the task menu, select Get Data icon ( ). 5. Select System Links tab. 6. Select SWA BBR Link to run. 7. Click Run. Click OK. Click Close. If you cannot see the Run button, expand the window. Administrative Link An administrative link is scheduled to run automatically each evening until July 10 by the Office of Planning and Budgets for all MAUs. Result of Either System Link or Administrative Link Promotion, Provost Market and Transfer Data in Base Budget Reconciliation Application Linked to SWA Salary and Wage Allocation Application Page 16

20 Chapter 7: Adding and Removing Commentary You may want to add notes or documents within an application. Below are the steps to add commentary to a cell while you enter data or after you submit. Steps to Add Commentary/Attachment 1. Select the cell you want to annotate and right-click. 2. Click Add Commentary and type your note. Note: Also you can click the Add Commentary icon ( 3. If you want to attach a document, click the Source file browse button. 4. Browse to the folder location of the document. ) to add a note or attachment. 5. To see your document, select the file type from the listing in the lower right side of the screen. 6. Select the document; Hit Open; Hit OK; Select Save. Steps to View Commentary 1. To view commentary, move your pointer over the red triangle in the top right corner of the cell. 2. Select the cell and right-click. 3. Select Browse Commentary. Note: Also you can click on Browse Commentary icon ( 4. Select View Document. ) to open a note or attachment. Steps to Delete Commentary 1. To delete commentary, you need to be the owner of the attachment. 2. Move your pointer over the red triangle in the top right corner of the cell. 3. Select the cell and right-click. 4. Select Browse Commentary. 5. Select Delete Document; Hit Yes; Hit Close; Select Save. Salary and Wage Allocation Application Page 17

21 Chapter 8: Validations Validation Some cells contain validation rules. If you enter a value in a cell that is outside the bounds of the rule, a warning message is shown when you attempt to submit or save the plan. You must correct the data before you can submit. If errors are detected, in the Validation Error dialog box, click the error to view its location in the grid. The cursor goes to the first offending cell of the first failed rule. You can check data entry for your plan at any time by using the Validate Data command from the File menu or the Validate Data icon ( ) from the toolbar. The following are validations in the Salary and Wage Allocation application. Validations within Application Request Revision Tab: - If an amount is entered, then select an item within "Salary & Wage Alloc Category" and "Employee Group" columns. - If a revision is entered, you must complete the Revised by and Revised Date fields. Tab: - Requested REVISION must equal DRAFT Total for "Minus: OCCI, RBI, and RFA Adjustments". Salary and Wage Allocation Application Page 18

22 Chapter 9: Submit or Reject Submit Application to the Office of Planning and Budgets Once during the fiscal year, the Office of Planning and Budgets will request MAU fiscal officers to review data within the Salary and Wage Allocation application and confirm all entries are correct. When this is requested, we will ask you to Submit your approval. A final review and approval will be done in May. Steps 1. Open your MAU organization within the MSU Salary and Wage Allocation workflow screen. 2. Verify data; also check that faculty markets, promotions, and transfers are correct. 3. Select Submit icon ( ). Reject Budget Plan You will need to contact either Beckwith (beckwi37@msu.edu or call ) or Val Thebeau (thebeau@msu.edu or call ) if you need to reject ( ) your submission so you can enter more content. Salary and Wage Allocation Application Page 19

23 Chapter 10: Print Data Quick Load to Excel You can quickly export the data to a tab in Excel. Access the quick export from the File menu by selecting Export, then Quick Export or right-click in the grid and select Quick Export from the context menu. Excel opens with the data from the current tab. Note: It is best to suppress zero rows and columns before exporting data to Excel. One Method to Export Data for Printing: 1. Right click within table grid 2. Select Quick Export 3. Excel opens 4. Format sheet and print Another Method to Export Data for Printing: 1. Click on File from menu 2. Select Export and Quick Export 3. Excel opens 4. Format sheet and print Salary and Wage Allocation Application Page 20

24 Chapter 11: Summary Overview of Salary and Wage Allocation Process The following is a view of how the tabs within Salary and Wage Allocation application are linked. Also this view shows the link in from Base Budget Reconciliation; link out to Budget Allocation. Includes salary increases, annualized amounts, and operating supplies and services increase Assumption Budget Allocation Percent distribution of budget from prior year by employee groups The annualized amount from the previous fiscal year s raise included in the current year s allocation. Bdgt Based Grp Perc Dist PYAnnualized Revisions are entered on the Request Revision tab. These updates are shown on the tab. Request Revision Base Budget Reconciliation Includes data on Transfers, Provost Markets and Promotions Steps 1. Within Base Budget Reconciliation application, review Transfers, Provost Market and Promotion data. Enter updates. 2. Process changes done within Base Budget Reconciliation application through System Link in Salary and Wage Allocation application. 3. Within Salary and Wage Allocation application, update changes to non recurring adjustments and annualized entries in Request Revision tab. REMEMBER Save Often and Take Ownership to Enter Data Salary and Wage Allocation Application Page 21

25 Glossary Annualized Salary: Most salary increases do not occur at the start of the fiscal year. The annualized amount is the slice from the previous fiscal year s raise included in the current year s allocation. Application: An application is a planning model such as base budget reconciliation, salary and wage allocation, general fund unit budget planning and many others. One application can be used by many users in different locations at the same time. Assumption: Value used for calculations that is common for all organizations. BBR: Base Budget Reconciliation. Commentary: Commentary represents any additional information attached to Contributor cells or tabs, including both user annotations and attached files. Continuing Base: Allocation amount that is carried forward from the previous year. Cubes: A cube is similar to a spreadsheet. A cube always contains rows and columns and usually at least one other page, making it multidimensional. It is used to collect data. Cells in cubes can contain entered data or calculations. CY: Current Year. Dimensions: The rows, columns, and pages of a cube are created from dimensions. Dimensions are lists of related items, such as employee groups, fiscal year, organization, object codes, semesters and months. Dimension Bar: Shows the dimensions that are in the rows, columns, and context. Employee Grouping: Faculty and staff categories are shown in greater detail within the budget planning application and cross walked to a shorter listing for allocating budget to MAUs, i.e. AN-Continuing Faculty links to Faculty. Help Icon ( ): Clicking on the help icon will bring up a link to this document. Links: Information is copied in and out of sheets by a series of links created during development. Nonrecurring Allocation: Allocation that is for a specific period of time, usually 3-5 years or contingent upon an event. Types of allocations are generally related to revenue-based instructional programs, start-up funds for new initiatives, or short-term transition funds. OCCI: Off Campus Credit Instruction. PY: Prior Year. RBI: Revenue Bases Initiatives. Recurring Allocation: Allocation that will be added to the continuing base. RFA: Research Facilitation Allocation. SWA: Salary and Wage Allocation. Tabs: A separate sheet for each cube in the application. Salary and Wage Allocation Application Page 22

26 For Questions, Contact For Cognos EP Questions, Contact Denice Beckwith or Val Thebeau For Funding and Allocation Questions, Contact Brent Johnston Salary and Wage Allocation Application Page 23