Budget Preparation 2021 Updates - March 12, 2020
Budget Prep – 2021 Updates
March 12, 2020
Agenda
•
Pre-Budget Prep Cleanup
•
Budget Prep Fixes
–
HCM Import
–
HCM Export
–
Update Personal Services
–
Grants Page
–
Reset Raise Effective Date
–
Fringe Update Process
–
Merit Fast Entry
–
Budget Prep Load (OneUSG)
•
New to Budget Prep
–
New Comments fields on Non-Personal Services pages
–
Raise Upload
–
Budget Prep Dashboard
–
Funding Dist by Dept/Pos
•
MCOP Issues
•
Important Dates
2
Cleanup for Budget Prep
•
Invalid Funding
•
New Departments/Combo Codes
•
Short Work Break – F, X, J pay groups
3
Budget Prep Fixes
•
HCM Import:
–
Fixed to use OneUSG Job and Position instead of
Financials tables
–
Added check for if a position was not imported
4
Budget Prep Fixes
•
HCM Export:
–
Corrected “Distributed” Flag to be ‘N’
–
Adjusted Funding End Date load to staging tables.
Export will now look up date from Combo Code
instead of pushing date from Budget Prep
5
Budget Prep Fixes
•
HCM Export:
–
Added new Export flag that locks edits but allows
Export process to run again
–
Fixed rounding for comp rates to consistently
round to six places – previously was rounding to
two places in an intermediate step
6
Budget Prep Fixes
•
Update Personal Services:
–
Corrected Splits by Date
•
Users must fund all begin/end date
combinations:
7
Budget Prep Fixes
•
Update Personal Services:
–
Added search fields for Paygroup and Jobcode
–
Fixed validation for multiple earn codes on JED
entries
•
Can now fund an earn code at 100% and REG
at 100% on Dept %
8
Budget Prep Fixes
•
Update Grants:
–
Fixed issue where the fund was resetting to
‘20000’ if the Project was viewed again after a
prior change
•
Grants Inquiry:
–
Optimized underlying view
–
Corrected totals and subtotals on page
9
Budget Prep Fixes
•
Reset Raise Effective Date:
–
Corrected 10 Month proration
•
Fringe Update:
–
Resolved “Unique Constraint” issue if JED entries
are involved
10
Budget Prep Fixes
•
Merit Fast Entry:
–
Corrected raise proration to allow for multiple raise
dates
–
Added back to the Budget Prep Data Update menu
11
Budget Prep Fixes
•
Budget Prep Load:
–
Fixed Job Entry Date and Department Entry Date
update logic
–
Fixed ABBR Update logic
–
Fixed issue where HP_USED_DISTRIBUTN was
hardcoded to ‘Y’
–
Fixed issue where DBT rows with multiple earnings
codes were not loading correctly
–
Added DBE Report to “Report Only” mode
12
New to Budget Prep
•
New Comments Fields added to:
–
Update Non-Personal Services
–
Update Grants
–
Update Revenues
13
New to Budget Prep
•
New Raise Upload process:
–
Added export query:
BOR_BP_PERS_SERV_EXPORT
–
Added Personal Service Upload page
–
Added staging query:
BOR_BP_PERS_SERV_STG
–
Added Personal Service Post page
14
New to Budget Prep
•
New Budget Prep Dashboard:
15
New to Budget Prep
•
New Report in 5.54 Release:
–
Added new Funding Dist by Dept/Pos
16
MCOP Issues
•
Import:
–
HCM Import expects JED entries by Percent, not
Amount
–
Percent Distribution will import as blank
–
These will need manually corrected
–
OneUSG Connect Query: BOR_CA_JOB_MCOP
17
MCOP Issues
•
Export:
–
Positions with the JED Flag set to ‘Y’ will not
successfully load Job data to OneUSG
–
Position and Department Budget Table will still
load correctly
18
Important Dates
•
March 15 - Financials 5.54 (fixes to
Schedules)
•
March 13 – 17 – Cohort 6 Pass 1
•
March 18 – OneUSG 6.00 available
•
March 27 – March 30 – Cohort 6 Pass 2
•
May 1 – Budget Due to BOR
•
May 12 – BOR Meeting
19
Questions?
20
Detailed updates and fixes for budget preparation in 2021, including cleanup tasks, HCM imports and exports, personal services updates, and grant management enhancements. The improvements address issues such as invalid funding, department codes, pay groups, job positions, funding distribution, and date accuracy. The fixes also include validation enhancements, search fields additions, and optimization for grants management.
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Presentation Transcript
Budget Prep 2021 Updates March 12, 2020
Agenda Pre-Budget Prep Cleanup Budget Prep Fixes HCM Import HCM Export Update Personal Services Grants Page Reset Raise Effective Date Fringe Update Process Merit Fast Entry Budget Prep Load (OneUSG) New to Budget Prep New Comments fields on Non-Personal Services pages Raise Upload Budget Prep Dashboard Funding Dist by Dept/Pos MCOP Issues Important Dates 2
Cleanup for Budget Prep Invalid Funding New Departments/Combo Codes Short Work Break F, X, J pay groups 3
Budget Prep Fixes HCM Import: Fixed to use OneUSG Job and Position instead of Financials tables Added check for if a position was not imported 4
Budget Prep Fixes HCM Export: Corrected Distributed Flag to be N Adjusted Funding End Date load to staging tables. Export will now look up date from Combo Code instead of pushing date from Budget Prep 5
Budget Prep Fixes HCM Export: Added new Export flag that locks edits but allows Export process to run again Fixed rounding for comp rates to consistently round to six places previously was rounding to two places in an intermediate step 6
Budget Prep Fixes Update Personal Services: Corrected Splits by Date Users must fund all begin/end date combinations: 7
Budget Prep Fixes Update Personal Services: Added search fields for Paygroup and Jobcode Fixed validation for multiple earn codes on JED entries Can now fund an earn code at 100% and REG at 100% on Dept % 8
Budget Prep Fixes Update Grants: Fixed issue where the fund was resetting to 20000 if the Project was viewed again after a prior change Grants Inquiry: Optimized underlying view Corrected totals and subtotals on page 9
Budget Prep Fixes Reset Raise Effective Date: Corrected 10 Month proration Fringe Update: Resolved Unique Constraint issue if JED entries are involved 10
Budget Prep Fixes Merit Fast Entry: Corrected raise proration to allow for multiple raise dates Added back to the Budget Prep Data Update menu 11
Budget Prep Fixes Budget Prep Load: Fixed Job Entry Date and Department Entry Date update logic Fixed ABBR Update logic Fixed issue where HP_USED_DISTRIBUTN was hardcoded to Y Fixed issue where DBT rows with multiple earnings codes were not loading correctly Added DBE Report to Report Only mode 12
New to Budget Prep New Comments Fields added to: Update Non-Personal Services Update Grants Update Revenues 13
New to Budget Prep New Raise Upload process: Added export query: BOR_BP_PERS_SERV_EXPORT Added Personal Service Upload page Added staging query: BOR_BP_PERS_SERV_STG Added Personal Service Post page 14
New to Budget Prep New Budget Prep Dashboard: 15
New to Budget Prep New Report in 5.54 Release: Added new Funding Dist by Dept/Pos 16
MCOP Issues Import: HCM Import expects JED entries by Percent, not Amount Percent Distribution will import as blank These will need manually corrected OneUSG Connect Query: BOR_CA_JOB_MCOP 17
MCOP Issues Export: Positions with the JED Flag set to Y will not successfully load Job data to OneUSG Position and Department Budget Table will still load correctly 18
Important Dates March 15 - Financials 5.54 (fixes to Schedules) March 13 17 Cohort 6 Pass 1 March 18 OneUSG 6.00 available March 27 March 30 Cohort 6 Pass 2 May 1 Budget Due to BOR May 12 BOR Meeting 19
Questions? 20
