Requirements

Before performing revisions, or whenever the baseline budget changes, copy data from the approved budget (the Budget scenario and the Final version, for example) to:

  Before creating revisions:

  1. Ensure that members for the revision exist in the Version dimension. Administrators can create as many revision members as required.

  2. Important: If adjustments in the HRMS and General Ledger affect the approved budget, load the updated data into your application using the following before copying data.

    • Version—Current

    • Scenario—Baseline Budget

  3. Select View, and then Advanced Mode.

  4. Select Administration, then Manage, and then Copy Data.

  5. In Plan Type, select HCP, and then click Go.

  6. In Static Dimensions, specify:

    • Account—IDescendants(Account)

    • Element—IDescendants(Element)

    • Period—Descendants of period, including BegBalance

    • Year—NoYear

    • Budget Item— IDescendants(Budget Item)

    • Entity—Descendants(Entity)

    • Employee—Descendants(Employee)

    • Position—Descendants(Position)

    Tip:

    Click Add Dimension to specify members for all the dimensions that you use such as Job Code.

  7. In Dimensions with Source and Destination, select:

    • Source—Scenario and version of the existing and approved budget

    • Destination—Baseline Budget (scenario) and Baseline Revision (version) members

  8. Indicate whether you want to also copy supporting details, attachments, and so on, and then click Copy Data.

  9. In Public Sector Planning and Budgeting, expand Budget Preparation, and then select Calculate compensation budget.

  10. Accept the default business rule, click Launch, and then specify:

    • Scenario—Baseline budget

    • Version—Baseline revision

    • Entity—Descendants(Total Entity)

  11. Click Launch.