Communication Liaison and Budget Users, 6/12/08
Do not run (nor request to have run) the Model Recalculation process which synchs position budgeting data with line item details until after you have completed editing all your positions and run the "Calc Position Distributions" in each budget center.
If you have any questions, please call the helpdesk or your Budget Analyst.
Position Budgeting Tax Calculation FY09, 5/29/08
FY-2009 BWP Instructions, 5/27/2008
Communication Liaison and Budget Users, 5/14/08
The Budget Staff is offering Budget Work Sessions to provide assistance with FY-09 Budget entry. These sessions will be "just-show-up" events. No registration is required.
Session Location:
Department of Central Services Training Room
Will Rogers Building - Capitol Complex
2401 N. Lincoln, Blvd.
In the Basement - Room C-06
Budget Work Session Schedule:
Tuesday, June 3, 2008 9:00 AM - 2:00 PM
Thursday, June 5, 2008 9:00 AM - 2:00 PM
Tuesday, June 10, 2008 9:00 AM - 2:00 PM
Thursday, June 12, 2008 9:00 AM - 2:00 PM
Tuesday, June 17,2008 9:00 AM - 2:00 PM
Thursday, June 19, 2008 9:00 AM - 2:00 PM
Tuesday, June 24, 2008 9:00 AM - 2:00 PM
Thursday, June 26, 2008 9:00 AM - 2:00 PM
Line Item 'Add Budget Entry' Screen Instructions, 4/28/08 (pdf)
FY-2009 Budget Model Survey
February 4, 2008
It is time once again to prepare for the next fiscal year. CORE Budget will be holding a Brown Bag Lunch series at the OJA Building during the months of March and April, in the CORE Training Room (Suite 100). These series of one-hour sessions will include some training for intermediate/advanced users of the PeopleSoft Budgeting application and some question and answer sessions. Pre-registration is not required.
We have a couple of new functions that we plan to roll out this next fiscal year, one of which is called “line item mass adjustments”. This is an option that users have which will give them the ability to adjust multiple line items by increasing or decreasing the items by either a percentage or a fixed amount. The user will have to file an amended security form for access and attend the one-hour session for a demonstrative training. Look for the Line Item Mass Adjustment Guide to be posted in the Budget Application >> Budget Documentation.
The second function will give the users a historical analysis option. You will have the option to “sum” your original budget and all subsequent revisions and use this in your current budget as a history. If you are interested in choosing this option on your budget model survey, we encourage you to attend the Historical Analysis New Information Sessions.
So that you may be able to plan ahead, we plan to offer two (2) new-user P124 Budget Course Sessions in March and May at the Office of State Finance Office - 4545 N. Lincoln, Suite 297. (see below). These courses are intended for new users to the system who do not currently have a userid. Pre-registration is required.
See the following schedule of events.
Training Announcement for Budget Users:
Brown bag lunches are 1 hour sessions targeted to the intermediate/advanced user. All lunches, except the two (2) Agency Coordinator days, will be Question and Answer (refresher) with a main topic. There will be time on these days to discuss the main topic as well as any questions attendees may have. The Agency Coordinator & Line-Item Mass Adjustments sessions will be used to constitute training to get access in the Budgeting system (keep in mind that the agency must file an amended 301 BUD security form for either of these security access roles).
We have scheduled two full days of training for new users, (March 25th and May 20th - see below).
These training sessions are only for the users that do not currently have a userid.
Users who have id’s are encouraged to come to the Q&A, Historical, and Mass Adjustment sessions.
Brown Bag Q&A Lunch Dates/Time: 11:30 AM – 12:30 PM
Where: CORE Office
3812 N. Santa Fe, Suite 100
Tuesday, March 04 Q&A/Line Item Mass Adjustments
Thursday, March 06 Q&A/Line Item Mass Adjustments
Tuesday, March 11 Q&A/Line Item Mass Adjustments
Thursday, March 20 Q&A/Line Item Mass Adjustments
Thursday, March 27 Q&A/Line Item Mass Adjustments
Tuesday, April 01 Q&A/Line Item Mass Adjustments
Tuesday, April 08 Q&A/Line Item Mass Adjustments
Q&A: Bring any questions you have, and/or print the budget cycle flowcharts from the back of the P124 Manual found at
http://www.ok.gov/OSF/CORE/Budget/index.html
Also, print and bring Line Item Mass Adjustment Guide
Path: Budget Application: Budgeting Home >> Budget Preparation >> Prepare Budgets >>Guidelines and Documentation
Historical Analysis Brown Bag Lunch Dates/Time: 11:30 AM – 12:30 PM
Where: CORE Office
3812 N. Santa Fe, Suite 100
Thursday, March 13 Q&A/Historical Analysis New Information
Tuesday, March 18 Q&A/Historical Analysis New Information
Historical Analysis: Print and bring a list of any private queries you have in the system, otherwise bring only notepaper.
Agency Coordinator Brown Bag Lunch Dates/Time: 11:30 AM – 12:30 PM
Where: CORE Office
3812 N. Santa Fe, Suite 100
Thursday, April 03 Agency Coordinator demonstration/training
Thursday, April 10 Agency Coordinator demonstration/training
Print and bring P224 Manual found on the CORE Website Link
http://www.ok.gov/OSF/CORE/Budget/index.html
Line Item Mass Adjustments Training (attend one hour, optionally)
Where: CORE Office
3812 N. Santa Fe, Suite 100
Wednesday, March 12 8:30 – 9:30 AM
9:45 – 10:45 AM
11:00 AM – 12:00 PM
1:00 – 2:00 PM
2:15 – 3:15 PM
3:30 – 4:30 PM
Line Item Mass Adjustment: Print and bring Line Item Mass Adjustment Guide
Path: Budget Application: Budgeting Home >> Budget Preparation >> Prepare Budgets >>Guidelines and Documentation
WHAT: P124 Budget End User Training, (New Users Only)
DATE: Tuesday, March 25th, 2008 or
Tuesday, May 20th, 2008
TIME: 9:00 AM - 4:00 PM Non-Higher Education Agencies
12:30 PM - 4:00 PM Higher Education
WHERE: Office of State Finance
Lincoln Plaza
4545 N. Lincoln Blvd., Suite 297
To enroll: jeanie.robards@osf.ok.gov
Print and bring P124 Manual found on the CORE Website Link
http://www.ok.gov/OSF/CORE/Budget/index.html
Budget to Actuals – Revenue Report – 08/02/2007
A new, specialized Budget To Actuals report is available for all agencies.
Navigation is similar to other Budget to Actual reports:
Financials >> Commitment Control >> Review Budget Activities >> Budget Reports >> Bud/Act - Revenue … enter a Run Control ID
On the Run Control page, after entering the desired parameters, click the Run button. Choose the PSNT server. The user has the option to run the report in any format listed in the FORMAT drop-down box. “PDF” is the default for a printed report layout. Agencies may choose to run in a “CSV” or “LP” format to open in an Excel worksheet for further data manipulation to meet the agency’s needs.
Press the OK button to run the report.
Budget to Actuals - Revenue(pdf)
Budget to Actuals – Higher Ed Report – 08/02/2007
A new, specialized Budget To Actuals report is available for the Higher Ed agencies budgeting at the major account level, 5x0000.
Navigation is similar to other Budget to Actual reports:
Financials >> Commitment Control >> Review Budget Activities >> Budget Reports >> Budget/Actuals - Higher Ed … enter a Run Control ID
On the Run Control page, after entering the desired parameters, click the Run button. Choose the PSNT server. The user has the option to run the report in any format listed in the FORMAT drop-down box. “PDF” is the default for a printed report layout. Agencies may choose to run in a “CSV” or “LP” format to open in an Excel worksheet for further data manipulation to meet the agency’s needs.
Press the OK button to run the report.
Budget to Actuals HE(pdf)
Tips and Tricks for Efficient Processing in Budget, 6/27/07
Line Item ‘Add Budget Entry’ Screen Instructions, 6/6/07 (pdf)
The CORE Budget system will be down beginning Tuesday, May 8, through Thursday, May 10, to update the Financial and Human Resources data to build the FY2008 Budget models.
