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.

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Notes #

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