Document/Screen

Description

Budget Construction Selection

Provides a central point of control in the BC process. Its primary function is to open an existing BC document or create a new one.

Budget Construction

Allows you to quickly perform budget construction tasks such as editing the revenue or expenditure accounting line details, viewing online reports, and exporting the budget data.

Quick Salary Setting

Used to quickly set salaries for existing funding lines associated with positions and incumbents in a particular accounting line for an account or sub-account.

Salary Setting by Position

Allows you to set (add or modify) salaries for existing funding lines associated with incumbents in a particular accounting line for an account or sub-account from the position perspective.

Salary Setting by Incumbent

Allows you to set (add or modify) salaries for existing funding lines associated with positions in a particular accounting line for an account or sub-account from the incumbent perspective.

Document Reports and Exports

Allows you to access account- or organization-based reports and export budget data.

Pay Rate Import / Export

Helps a root-level approver set the hourly pay rate of biweekly paid incumbents associated with a particular bargaining unit (union).

Lock Monitor

Allows the root-level approver (top level organization hierarchy) to release documents with hung locks.