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.
| 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. |
