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CORE Budget - News News ItemsBudget to Actual/Year-to-Date Summary Revised - June 23, 2009The Budget-to-Actual/Year-to-Date Summary report has been recently revised. An option to run the report for your class funds has been added. The report breaks down your budget/expenses, listed by account per class, per department. If you want to run the report to show your classes, as in the example below, first go to the Main Menu, the Commitment Control menu and then the Budget Reports menu (as shown below). Then choose the link for Bud/Actual (YTD Summaries).
On the Bud/Actuals (YTD) screen, choose the choose the radio button for Class Field and enter a range of classes in the parameters. The range may include only one class (i.e. From Class Fund: 20000, To Class Fund: 20000).
After choosing the Run option, the report will be generated. Below is an example of the generated report.
Budget Access will be Limited - June 17, 2009Access to the processes, Reporting Data Extract and Composite Budget, will be removed from all Preparer and Reviewer roles this evening (17 June, 2009) unless your budget model has a small structure or your agency does not currently have an agency coordinator. If you do not have access to these processes, please (a) log out and log back in using your AC userid (i.e. BUSERAC); or, if you do not have an AC userid, (b) call the help desk (521-2444) and request that the processes be run for you - be sure to include the budget model in your request. Lapse Date (Nov. 15) is Fast Approaching ...If you have appropriated funds from FY 2008 that will be carried over to FY 2009, please have both fiscal year revisions entered into the CORE PeopleSoft budget system and allotment letters for the FY 2008 revision and the FY 2009 revision submitted to your budget analyst by Friday, Nov 7. This gives us ample time to review and approve both revisions. Please note this is the first year that both the prior year and current year revisions must be approved and processed by Nov14 (Nov. 15 falls on Saturday), otherwise the funds will be lapsed on Nov. 15. If you have any questions, please contact your budget analyst. Communication Liaison and Budget Users - June 12, 2008Do not run (nor request to have run) the Model Recalculation process, which syncs 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 Help Desk at (405) 521-2444 or your budget analyst. Communication Liaison and Budget Users - May 14, 2008The 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.
Brown Bag Lunch - Feb. 4, 2008It is time once again to prepare for the next fiscal year. CORE Budget will be holding a Brown Bag Lunch series at the Office of Juvenile Affairs (OJA) building during the months of March and April, in the CORE Training Room (Suite 100). These series of 1-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. Topics covered will include a couple of new functions that will roll out next fiscal year, including "line item mass adjustments," an option that gives users 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 1-hour session for a demonstration 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. Users will have the option to “sum” the original budget and all subsequent revisions, and use this in the 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 2 new user P124 Budget Course Sessions in March and May at the Office of State Finance Office, 4545 N. Lincoln, Suite 297, Oklahoma City, OK 73107. These courses are intended for new users to the system who do not currently have a User ID. Pre-registration is required. Brown bag lunches are 1-hour sessions targeted to the intermediate/advanced user. All lunches, except the 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 and 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). Two full days of training are planned for new users (March 25 and May 20 - see below). These training sessions are only for the users that do not currently have a User ID. Users who have id’s are encouraged to come to the Q&A, Historical, and Mass Adjustment sessions. Brown Bag Q&A Lunch
Q&A: Bring any questions you have, and/or print the budget cycle flowcharts from the back of the P124 Manual found on the CORE - Budget page. 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
Historical Analysis: Print and bring a list of any private queries you have in the system, otherwise bring only note paper. Agency Coordinator Brown Bag Lunch
Print and bring P224 Manual found on the CORE - Budget page. Line Item Mass Adjustments Training (attend 1 hour, optionally)
Line Item Mass Adjustment: Print and bring Line Item Mass Adjustment Guide, Path: Budget Application: Budgeting Home >> Budget Preparation >> Prepare Budgets >> Guidelines and Documentation P124 Budget End User Training (New Users Only) To enroll, please send an e-mail to Jeanie Robards at jeanie.robards@osf.ok.gov. Print and bring P124 Manual found on the CORE - Budget page. Budget to Actuals – Revenue Report – Aug. 2, 2007A 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 – Higher Ed Report – Aug. 2, 2007A 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. CORE - Budget System OutageThe 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. Agencies Electing to Use Position Budgeting for FY 2008 Budget - May 1, 2007 The "snapshot" for loading positions to the Budget System from the Human Resource Management System is Saturday, May 5. Any changes to the HRMS system after this date, e.g., salary changes, new or filled vacancies, etc., will not be reflected in the Position Budget data. Please make adjustments to positions as required. |
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