BUDGET PLANNER BUDGET DEVELOPMENT Organizational Lock

Transcription

1 BUDGET PLANNER BUDGET DEVELOPMENT Organizatinal Lck Date Issued/Revised: 3/07/2018 General Descriptin: This prcedure explains hw t lck and unlck rganizatins within Budget Develpment. Organizatinal lcks at higher rganizatinal levels prevent users with subrdinate rganizatinal security frm making changes t indices within the Create Budget Wrksheet ptin. The lcking prcess has a cascading effect; when yu lck/unlck an rganizatin, all rganizatins beneath it becme lcked/unlcked as well. Als, yu cannt lck r unlck the highest rganizatin fr which yu have access. Respnsible Manager: Office f Planning, Budget and Analysis (OPBA) HSC Budget Office Imprtant Infrmatin The Budget Planner lck dates are listed in The UNM Budget Develpment Calendar. This calendar is psted n the OPBA web site Organizatin hierarchy infrmatin can be fund n the E-Print reprt FGRORGH, Organizatin Hierarchy Reprt. Things t Remember Lcked = Apprved Unlcked = Unapprved and changes can be made t indices within Create Budget Wrksheet Yu cannt lck r unlck the highest rganizatin fr which yu have access. Fr example, if David has access t ABC - Level 3 rganizatin he can: update all indices under the rganizatin ABC in Create Budget Wrksheet lck/unlck all f the rganizatin ABC subrdinate rgs hwever, he cannt lck/unlck the ABC rganizatin cde An asterisk (*) next t a lcked rganizatin status indicates that a subrdinate rganizatin is unlcked Lcks/unlcks cascade dwnward Lck r Unlck an Organizatin 1. Lgin t myunm 2. Lgin t LbWeb using ne f the three ptins listed belw: Click n ENTER LOBOWEB in the LbWeb (Emplyees) sectin. Then select the Finance tab Click n Finance in the Quick links Click n LbWeb in the UNM Business Applicatins sectin. Then select the Finance tab

2 3. Click n the Budget Planner Menu 4. Click n Maintain Organizatin Lck 5. Chart f Accunts: enter U 6. Budget: enter BUDxx (the new fiscal year t be lcked r unlcked) 7. Phase 1: enter ADOPTD (the budget phase t be lcked r unlcked) 8. Current Status: Click n the dwn arrw t select the apprpriate lck status a. All = Lists all rganizatins, lcked and unlcked b. Lcked = List nly lcked rganizatins c. Unlcked = List nly unlcked rganizatins 9. Organizatin: Enter the rganizatin cde t be lcked/unlcked r leave the field null 2

3 Chart f Accunts will always be: U Budget: BUDxx (new fiscal year) Phase 1: ADOPTD Select All, Lcked r Unlcked frm the drp dwn bx Phase 2 and Phase 3 shuld be left empty If the Organizatin field is left null, it returns the highest rganizatin authrized t be lcked and/r unlcked 10. Click Submit 11. Review the Parameters sectin a. Ensure the crrect infrmatin displays in the upper left hand sectin f the screen Review the parameters 12. In the Organizatin Lck Status sectin, if an rganizatin cde is underlined and displayed in blue, it allws fr drill dwn t the next set f subrdinate rganizatins and displays the rganizatin lck/unlck Current Status 3

4 Check the bx t make lck/unlck changes Drill dwn ptin Status An asterisk n a Lcked * recrd indicates at least ne subrdinate rganizatin is Unlcked 13. T make lck/unlck changes, check the bx f the rganizatin in Change Status. Select Review t see the recrds marked fr change r Update t change the status f marked recrds a. Lcking r unlcking an rganizatin will lck r unlck all subrdinate rganizatins. Applying Lck/Unlck status cascades dwnward. Nte: See a message display indicating that the changes submitted have been applied b. An asterisk n a Lcked * rganizatin indicates at least ne subrdinate rganizatin is unlcked 4

5 14. Click Return T Parameters a. Enter the same infrmatin again t review the status and ensure the lcks/unlcks have been placed successfully b. Select anther rganizatin cde t be lcked/unlcked 15. T exit the Budget Develpment Organizatin Lck screen, click n RETURN TO BUDGET DEVELOPMENT MENU at the tp right f the screen * * * E N D * * * 5