Instructions

For a more detailed explanation and to view the actual screen, click the screen name underlined in blue.

Since the data included in this section will roll to the financial section on a periodic basis, you must begin with this section. This section is composed of eight screens, as follows:

Screen BT1 Position Budget Detail

This screen is a summary of all positions in the department. It contains comment field, position number and title, job code, fiscal years 2003 and 2004 budget and position funding. It contains full and part time positions as well as all pooled positions. This screen is used to add new positions and positions created after February 28, 2003. All pooled positions will be budgeted on this screen.

Screen BT2 Salary Changes

This screen enables Budget Manager to apply a percent merit increase or decrease to an employee’s rate of pay. It contains employee name, position number, assignment start/end dates, fiscal year 2004 assignment encumbrance, fiscal year 2003 pay rate, percentage increase and fiscal year 2004 pay rate.

Screen BT3 Position Funding Detail

This screen indicates appropriate funding for each specific position. It contains a sequence number, account number, distribution percentage, funding begin/end dates and fiscal year 2004 funded amounts. If funding source changes enter appropriate funding source and percentage of distribution.

Screen BT4 Employee Assignment Detail

This screen indicates appropriate assignment information for each position. It contains employee name, social security number, position number, base pay rate, minimum grade amount, adjusted base pay rate, Merit Raise, Other Raise %, total raise %, new pay rate, FTE/budget hours, assignment start/end date, number of workdays, salary grade, un-funded minimum grade, VA FTE, encumbrance amount, and performance rating. If the employee is not the same as listed, please correct the social security number and name. This screen is also used to change the FTE percentage, budgeted hours and assignment begin/end dates.

BT5 Position Comments

This screen enables you to make comments for individual positions, i.e. moving position, closing positions, split positions, VA salary information, explanation of other raise %, etc.

This screen enables Budget Manager to enter the fiscal year 2004 pay rate. It contains employee name, position number, assignment start/end dates, fiscal year 2004 assignment encumbrance, fiscal year 2003 pay rate, percentage increase and fiscal year 2004 pay rate.

Screen BT7 Employee Assignment Detail – By Position

This screen indicates appropriate assignment information for each position. It contains employee name, social security number, position number, base pay rate, minimum grade amount, adjusted base pay rate, Merit Raise, Other Raise %, Total Raise %, new pay rate, FTE/budget hours, assignment start/end date, number of work days, salary grade, un-funded minimum grade, VA FTE, encumbrance amount, and performance rating. If the employee is not the same as listed, please correct the social security number and name. This screen is also used to change the FTE percentage, budgeted hours and assignment begin/end dates.

This screen lists focus report information. It enables Budget Manager to enter a report request and to print reports.

The attached instructions reflect the key strokes necessary to operate the system. The system tends to be unforgiving and the instructions must be followed exactly. Please see detailed information. The appendix contains details of the screens with explanations of all fields.

* WebFOCUS Budget Reports coming soon.

Financial Section

Personnel data (including fringe benefits) will feed to this section continually (every 8 minutes) from 7:00 a.m. to 9:00 p.m.

APS Account Projection Summary

This screen is a summary of account information. It enables Budget Manager to project account for FY03. All object codes must be entered and fringe benefits will calculate. The ending fund balance will be automatically updated as beginning fund balance on ABS Screen. Financial Planning and Budgeting requires projection only to determine the beginning fund balances for designated and restricted accounts.

ABS Account Budget Summary

This screen is a summary of account information. It enables Budget Manager to enter non-salary expense by object codes for General Unrestricted, Designated and Restricted (excluding grants). Personnel Services including fringe benefits will be fed from Personnel budget screens. This screen also enables you to budget revenues for Designated and Restricted Accounts (excluding grants). Fund balance will automatically carry forward from APS screens.

AFR Account Focus Report Menu

This screen lists focus report information. It enables Budget Manager to enter a report request for an executive level, division, or a specific account number and to print reports.

F8 lists available requests. Reports may be printed by division for ledgers 2, 3, 4, 6 and 8.

WebFocus Budget Reports

WebFocus is available to print Budget System reports. Those users who have been trained should sign on to WebFocus and go to Financial Records/Budgets. Follow instructions for FRS WebFocus Budget Reports.

Revised