BUDGET PLANNER BUDGET DEVELOPMENT Organizational Lock

Similar documents
Expense Reports Users Guide - aqua

BUDGET PLANNER PROJECTED ACTUALS Create Projected Actuals Worksheet

Accounting. Training Guide

CERTIFICATES OF INSURANCE PAGE

Legend The legend, as shown below, contains all of the unique symbols that are important to help you interpret your Degree Works audit.

BUDGET PLANNER BUDGET DEVELOPMENT Create Budget Worksheet

HOW TO ENROLL IN A TOUCHNET PAYMENT PLAN

What to Do Who How to Do It Purchasing Card Procedures: Purchase to Reconciliation

Account Inquiry - Funds User Guide

IRS 2016 FEDERAL TAX TRANSCRIPT INFORMATION

This document is intended to provide information to staff using the following School Management functions within the Curriculum Management System:

myproduct: Cost User guide A guide to walk you through how to use myproduct: Cost to view, amend and approve cost price changes. March 2018 V1.

Job Aide: VPAA_ONBOARDING_COMPLETION Report - Use this to check onboarding status for a group of employees. To Begin:

Topic: SAP PPM Close Project. Contents

Budget Planning. Accessing Budget Planning Section. Select Click Here for Budget Planning button located close to the bottom of Program Review screen.

1. Accounts Payable > Tasks > Transactions > Recurring Bills

1.1 Introduction Completing a Probation period - appointment confirmed Extending Probation Termination Considered...

Early Payment Offers (EPOs)

Setting up the Creative Pension Trust - Moneysoft User Guide

TaxAid. Your Personal Tax Account Filing Your Tax Return

WinTen² Tenant Accounts Receivable User Manual

Scribing Notes and Routing to Providers User Guide November 11, 2016

University of Pittsburgh Office of the Controller General Accounting

Create/Modify a Position Description for Benefits Eligible Staff (ONLY)

All three reports include the following fields: BE Budget entity code for the selected position record

Payroll Checklists 02/01/2017

equote Practical Exercise Lawn Equipment

Insurance Tracking Roll Prep - Job Aid

Obtaining and Configuring UCDP Direct Integration Credentials

ProCard Transactions. Module: Finance Data Warehouse. Table of Contents. Overview Step 1: Log into Finance Data Warehouse...

Campus Planning Interface (CPI)

InformationNOW Billing Reports Guide

Agency Reorganization Process

Understanding and Running Research Financial Reports in PeopleSoft. Overview... 1

Overview. Procedure. ERP Replacement Program Non Contract Hourly (NCH) Form July 26, 2018

RFQ with Negotiation

Training Manual of E-Billing

QUICK GUIDE. Contract Management in LRM

Finance Orientation Accounts Payable. Last Updated: March 2, 2012

Instruction Page. Verification of 2014 Income Information for Individuals with Unusual Circumstances

OSSmosis 5 User Guide. Basic Auto Attendants. DCT Telecom Group, Inc

MAKING TAX DIGITAL SET UP GUIDE

STEP-BY-STEP INSTRUCTIONS For the Online Assessment Tool

ONLINE OPEN ENROLLMENT INSTRUCTIONS. **All Current Employees** NEW THIS YEAR

Online Sanctions for Contest Directors

BANK STATEMENT IMPORT (CSV FILE IMPORT)

Quality Assurance Program Independent Student Verification Worksheet

E l e c t r o n i c A p p l i c a t i o n S y s t e m ( E A S Y ) P e o p l e A d m i n

Professional Web Portal Tutorial. Revised 5/11/17

Guide to Reporting Income Changes Online

Change of PI Principal Investigator (PI), Additional Contact, Study Staff How to submit a Modification to change the PI of an approved study

Condominium Authority of Ontario

PROCESS FOR NATIONAL CAPITOL AREA GARDEN DISTRICTS, CLUBS AND COUNCILS CHOOSING TO FILE FOR 501(C)3 GROUP EXEMPTION

/PeopleSoft. Financial Management Solutions. FMS User Guide Budget and Senior Administrator Processes Version 8.9. Revision Date: May 8, 2007

Checking and Savings Account Application

WinStabs- NMR 2019 Explained

Billing Program Billing Information for Agents

Denver Public Schools. Financial Services. Full Time Ledger. Financial Services Manual

Integrated equote Practical Exercise Staff Augmentation

MD Collection Agency License Amendment Checklist (Company)

UNIVERSITY OF NORTH TEXAS. Friday, July 1, 2016 FULL VERSION

TaxSlayer Basics Guide

Smart Accounting 1099-MISC and ICR Notes: 2017 Table of Contents

ECU Online Safety Induction

The Lockwood Foundation Grant Application Instructions

Changes to the Sterilization Consent Form and Instructions, Approval Process, and Denial Letter

From the Main Menu, click on REPORTS then select REPORTS AND MAINTENANCE.

USER MANUAL DIGITAL APPLICATION FORM MOBILITY GRANTS

address: Driver license number: Date of birth: Occupation:

Card Holder ACT204. Last Updated 3/11/15

Startup for Fund Accounting

April 20, 2017 IMPORTANT: THESE GUIDELINES START ON THE NEXT PAGE: Go to

InfoPorte System Updates

Systemwide or User Options User Guide IEPPLUS 4.3

FOR PLAN ADMINISTRATORS

NO LATE ENTRIES WILL BE ACCEPTED.

Payment Policy Ambulance

Innovations Fair Registration Instructions for the 2016 Land Conference

Introduction and Summary

You can get help from government organizations that are not connected with us

1098T FAQs. How do I get the details for the amount in Box 5? o Log into GWEB o Select Student Records and Registration

MD Sales Finance License Amendment Checklist (Company)

Transfer Account Instructions

TWU OFFICE OF RESEARCH & SPONSORED PROGRAMS INSTRUCTIONS FOR USING THE TWU PROPOSAL APPROVAL ROUTING FORM

RAMS Deposits FAQs RAMS Action

PQRS Individual Measures Data Entry Guide

Tips for Creating an Account, Applying for and Enrolling in Health Coverage

FORM 2. INDEPENDENT REGULATORY BOARD FOR AUDITORS (Established under Section 3 of Act 26 of 2005)

COGNOS REPORTS USING IR CUBES ILLUSTRATIONS

SAP CERTIFIED APPLICATION ASSOCIATE - SAP S/4HANA FOR MANAGEMENT ACCOUNTING ASSOCIATES (SAP S/4HANA 1610)

Joining SportsWareOnLine

ACCOUNTING GUIDELINES INTERNAL TRANSFERS

PREPARING TO TERMINATE DROP

SWCAA TITLE III BUDGET and APPLICATION GLOSSARY

WinTen² General Ledger User Manual

Stage 2 Meaningful Use - Core Measure 14 Medication Reconciliation Configuration Guide

Alternative Exam Arrangements

Setup Earnings Distribution in Job Data

REFERENCE NUMBER: PFS.PDS.115. TITLE: Patient Billing and Collections CURRENT EFFECTIVE DATE: 01/01/2018. PAGE 1 of 8 SCOPE:

NUMBER: BUSF 3.30 Business and Finance. Other Educational and General Program Accounts ("E" Funds) Date: October 18, 2006 I. PURPOSE OF THE POLICY

Transcription:

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 http://budgetffice.unm.edu/. 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

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

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

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

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