Loading Position FTE Information

  To load position FTEs:

  1. Identify the member and entry names associated with FTE-related Smart Lists. See Frequently Used Public Sector Planning and Budgeting Smart Lists.

  2. Create a file in a tool such as Microsoft Excel. Note: Although you can use a text editor, it is best to use a spreadsheet program to customize the sample code, because some text editors may not maintain the necessary line breaks.

  3. Copy this code into the file:

    Budget Item,Data Load Cube Name,Point-of-View,Proposed FTE,FTE Start Date,FTE End Date
<LINEITEM("FTE and Status Assignments")>,HCP,"BegBalance,Local,Unspecified Element,Budget,Stage 1,Unspecified Entity,No Year,Vacancy,Mrk_3",1,01-01-2011,12-31-2012

  4. In the Point-of-View column replace Entity1, Position1, Budget, and Stage 1 with the name of the positions whose FTEs to load, and the budget stage and version to which to load the position FTEs.

  5. Specify the proposed FTE , dates during which it is effective, and applicable position.

    Example: You want to load a proposed FTE of 7 to the Senior Marketer position (Mrk_3). The FTE is effective July 1, 2011 and does not have an end date. To load the FTE, specify:

    Budget Item,Data Load Cube Name,Point-of-View,Proposed FTE,FTE Start Date,FTE End Date
<LINEITEM("FTE and Status Assignments")>,HCP,"BegBalance,Local,Unspecified Element,Budget,Stage 1,Unspecified Entity,No Year,Vacancy,Mrk_3",7,01-07-2011,

  6. Save the file in CSV format.

  7. Perform a test run of the CSV file to confirm that the correct FTE data is loaded to the specified position. See Verifying Data Loads and Testing Load Files.

  8. After ensuring that the file loads data correctly, run it in the production environment. See Running Load Files .