Apply Expenditure Projections

Use the Apply Expenditure Projections option to copy your expenditure and project distribution records to the Budget Preparation System and the Post to Position Control option to post your position budgeting data to the Human Resources System.

Use this option to post your expenditure and project distribution records from Personnel Budgeting to the Budget Preparation System. In copying these records, the system adds the projected personnel costs to the prepared budget.

Menu Path:  Personnel Budgeting > Entry & Processing > Personnel Budgeting > Apply Expenditure Projections

Prerequisites

Before using the Apply Expenditure Projections option, run the following Personnel Budgeting reports to verify your budget figures and account distributions: Detail Expenditure Budget Report and Distribution Detail Report.

Projection Options

The Apply Expenditure Projections page includes the following radio buttons for copying Detail Distribution records to Expenditure and Project Ledgers in the Budget Preparation System:

X - Expenditure - Copies records to Budget Preparation's Expenditure Ledger at the projection level specified.

P - Project - Copies records to the Budget Preparation's Project Ledger at the projection level specified. This selection only applies if you perform project accounting.

The page also includes a Projection Level field which enables you to apply your records to one of the following approval levels or budget years.

Current Budget Year Approval Levels

D - Requested - Lowest Approval Level
R - Recommended - Second Approval Level
A - Approved - Final Approval Level

Future Budget Projection Year Options

2 - Second Year
3 - Third Year
4 - Fourth Year
5 - Fifth Year

Apply Expenditure Budget Projection Logs

After the budget figures are applied, the system generates a log showing the personnel expense distributions applied to the Budget Preparation System. The log also lists messages identifying any errors.
The log generated and its default file name depend on the ledger selected:

If you intend to post to multiple ledgers or levels and are storing your logs in a file, be sure to change the default name to avoid overwriting a previous file.

Copying Detail Distribution records to Budget Preparation ledgers

1. Select Personnel Budgeting > Entry & Processing > Personnel Budgeting > Apply Expenditure Projections to display the Apply Expenditure Projections page.
2. In the Projection Type section, select one of the following radio buttons to identify the ledgers being copied to:
   
   X - Expenditure
   
   P - Project
   
   
3. Click OK.
4. In the Projection Level field, select an approval level or budget year. For the list of options, refer to the Projection Options section above.
5. Click OK.
6. In the Print window, specify how to generate the report, and then click OK. The report's default file name is applyexp.rpt.
7. When processing is complete, click OK to close the Salary Calculation Processing page.
8. Repeat Steps 2-7 to copy records to another ledger and projection level.
9. Click Back to close the Apply Expenditure Projections page.

Important

Any figures previously entered in Budget Preparation are overwritten by the Personnel Budgeting amounts, regardless of the Freeze field settings in your expenditure and project records.