CREATE INITIAL BUDGET#
The Create Inital Budget (UFBDGT) screen uses every relevant piece of existing data.
The first scenario created is referred to as the “Base” budget. Each employee’s assignment and/or position being budgeted for, becomes a budget seat. Assignment and position details become ‘Budget Seat Details’; premium and distribution information is attached to the budget seat details.
The filters in UFBDGT behave differently than in other functions. The 'Unit' filter, for example, is respected ONLY when the 'Budget Level' is UNIT. All other filters in this situation would be ignored.| Report Parameters | |
|---|---|
| Budget | Mandatory, Text This is the user-defines name of the budget being created. |
| Budget Description | Optional, Text This is the user-defined description of the budget being created. |
| Budget Level | Mandatory, LOV available This field indicates the level the budget is to be created at. |
| Org Type | Optional, LOV available This field limits the budget to the Org Type indicated. |
| Budget Interval | Mandatory, LOV available This field indicates the period of time is the budget being created for. |
| Entity | Mandatory, LOV available This field limits the budget to the entity indicated. |
| Budget Rule | Mandatory, LOV available This field indicates whether positions must be marked as budgeted or not. |
| Position Standing | Optional, LOV available This field restricts the budget to the positions with the standing indicated |
| Position Status | Optional, LOV available This field restricts the budget to the positions with the status indicated |
| Calendar | Mandatory, LOV available This field indicates the business calendar to be used |
| Starting | Mandatory, Date This is the starting date of the budget within the calendar indicated. |
| Ending | Mandatory, Date This is the ending date of the budget within the calendar indicated. |
| Exception Level | Mandatory, LOV available Do you need to see ‘trace’ information? |
| Trial | Mandatory, LOV available Run in update mode (No) or in trial (Yes) |
| Report Filters | |
|---|---|
| Unit | Mandatory, Multiple selection and LOV available This field limits the budget to the unit indicated. |
| Group | Mandatory, Multiple selection and LOV available This field limits the budget to the group indicated. |
| Department | Mandatory, Multiple selection and LOV available This field limits the budget to the department indicated. |
| Auth Area | Mandatory, Multiple selection and LOV available This field limits the budget to the Auth Area indicated. |
| Location | Mandatory, Multiple selection and LOV available This field limits the budget to the location indicated. |
