| New Year Budget
PAYROLL..............................Reports
Needed:
APPROVED-NEW-FISCAL-YEAR (‘09) Budget Sheet
NEW- FISCAL-YEAR (‘09) BOB
CURRENT-FISCAL-YEAR (‘08) BOB
Grants
(Ledger 5/Fund Code begins with ‘5’)
-positions are not loaded—will need to do a PRF for
each employee and position.
Employees:
Compare APPROVED-NEW-FISCAL-YEAR (‘09) Budget Sheet
(Budget Funding Section Only) to NEW- FISCAL-YEAR
(‘09) BOB:
1 - (‘09) Budget Sheet—Descr.
Col. = (‘09) BOB
o
position number
o
employee(s) within position number
2 - (‘09) Budget Sheet—New
Amt Col. = (‘09) BOB—
Base Budget
o
Yearly salary listed for each employee is correct
3 - (‘09) Budget Sheet—FTE
New Col. = (‘09) BOB—
Base FTE
o
FTE for each employee is correct (so that encumbrance will
calculate correctly)
Temp Workers:
Look at CURRENT-FISCAL-YEAR (‘08) BOB for any
temp workers employed now that will be employed in the new FY(‘09).
(These are not budgeted or automatically brought forward.)
You will need to compare the CURRENT-FISCAL-YEAR (‘08) BOB
to NEW- FISCAL-YEAR (‘09) BOB:
1 - If Position Number showing on
NEW- FISCAL-YEAR BOB WITH Funding (Base Budget),
no action necessary
2 - If Position Number showing on
NEW- FISCAL-YEAR BOB WITHOUT Funding (Base Budget),
will need to do a Budget Journal to move $ from another
position or cost center (see Job Aid: 84 Journal Budget For
Positon Transfer Funds Same CC.doc).
3 - If NO Position Number or
Funding (Base Budget) showing on NEW- FISCAL-YEAR BOB,
will need to do:
• PRF to get position number set up
• Budget Journal to move $ from
another position or cost center (see Job Aid: 84 Journal Budget
for Position Transfer Funds Same CC.doc).
OTHER BUDGET Lines.........Reports Needed:
APPROVED-NEW-FISCAL-YEAR (‘09) Budget Sheet
NEW- FISCAL-YEAR (‘09) 1074.1
Compare APPROVED-NEW-FISCAL-YEAR (‘09) Budget
Sheet to NEW- FISCAL-YEAR (‘09) 1074.1 to make
sure all other budget lines/accounts are correct.
1 - (‘09) Budget
Sheet—account number/Descr. = (‘09) 1074.1—Budget
Node/Descr.
2 - (‘09) Budget
Sheet—amount = (‘09) 1074.1—
Base/(Original)
IF ANY DISCREPANCIES, PLEASE CONTACT THE BUDGET
OFFICE.
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