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Budget Navigations

Step-By-Step Navigation

Use this page to better understand the pages within Budget, including possible actions and navigation paths.

Looking for a different set of actions? Checkout the UCPath Navigations Home.

Vacant Budgeted Positions

Within this page, you are able to do the following action:

  • View summary data for a department’s vacant Positions, including Position number, description, Position status, and report to Position.
  • Navigating in Fluid Navigation
  • Homepage: General Ledger Administration

    Tile: General Ledger Tasks

    Folder: Position Data

    Page: Vacant Budgeted Positions

  • Navigating in Classic View
  • Organizational Development > Position Management > Review Positions/ Budget Info > Vacant Budgeted Positions

Budget Status

Within this page, you are able to do the following actions:

  • View summary of the selected Position’s budgeted and actual figures. This page displays the total budgeted FTE and salary.
  • Note: When the Position is filled, the Current Incumbents section displays incumbent employee information
  • Navigating in Fluid Navigation
  • Homepage: General Ledger Administration

    Tile: General Ledger Tasks

    Folder: Position Data

    Page: Budget Status

  • Navigating in Classic View
  • Organizational Development > Position Management > Review Positions/ Budget Info > Budget Status

Budget Distribution

Within this page, you are able to do the following actions:

  • View and/or enter budget distribution for Positions. The editable fields of this page depend on security access.
  • Inquiry Access: View budget distribution data for a Position.
  • Initiator Access: Set up and update budget distribution information.
  • Historical, current, and future-dated rows of data can be viewed by selecting the Include History check box in the Search Criteria.
  • Navigating in Fluid Navigation
  • Homepage: General Ledger Administration

    Tile: General Ledger Tasks

    Folder: Budget

    Page: Budget Distribution

  • Navigating in Classic View
  • Set Up HCM > Product Related > Commitment Accounting > Budget Information > UC Customizations > Budget Distribution


Snapshot Review

Within this page, you are able to do the following action:

  • Review position budget distribution data in the snapshot and set the status on individual lines during the budgeting event.
  • Navigating in Fluid Navigation
  • Homepage: General Ledger Administration

    Tile: General Ledger Tasks

    Folder: Budget

    Page: Snapshot Review

  • Navigating in Classic View
  • Payroll for North America > Payroll Distribution > Commitment Accounting > UC Customizations > Snapshot Review

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