Submitting and Rejecting Plans and Budgets

Data in the Budget Reviewer's Versions

Budget reviewers and analysts typically have responsibility for more than one planning center, so you require broader access to budget data than that required by a preparer. When you select the planning center you want to work with, the system retrieves line items at the detailed ChartField level just as if you were the budget preparer. The difference is that you have more line item budgets to work with because your planning center consists of all the line items that comprise all the lower planning center levels. If you want to view the line item budgets at a summarized level use the analysis reports, or to edit and work with line item budgets use views such as public (when defined) or private.

Your planning center consists of all lower-level planning centers to which you are assigned. For example, suppose that you are responsible for the western region budget. You require each operating unit within the organization to prepare its own detailed budget. The western region office is planning center 1000. Planning center 1100 is administration; 1200 is information services; and so on. The budget for the western region comprises 1100, 1200, and the remaining lower-level planning centers. Planning center 1000 does not have its own specific line item budgets. Suppose the administration's budget has 250 line items, information services has 700 line items, and the remaining lower-level planning centers add up to 2,000 line items. When these planning centers submit their budget plans, the western region has a master version with 2,950 unique lines.

Activities at the Budget Reviewer Level

As a budget reviewer and budget analyst, you can perform activities similar to those performed at the budget preparer level. Although the line items you access reside at the detailed ChartField level, you cannot modify some of the details. You can, however, modify line items across planning centers because your planning center consists of all lower-level planning centers. The following lists the activities and the types of actions you can perform at the reviewer and analyst levels.

You can perform the following with the line item mass adjustment activity:

• Modify a budget using an amount or percentage change. Use this modification to increase or decrease one or many line item budgets at once.

• Modify personnel line item budgets that were created using data entered in position budgeting. When you make changes to personnel line items, these changes are not reflected in the position budgeting details entered at the budget preparer level.

• Modify operating and maintenance line item budgets that were created using data populated from asset budgeting. When you make changes to asset line items, these changes are not reflected in the asset budgeting details entered at the budget preparer level.

Perform the following with the budget allocations activity:

• Allocate line item budgets across planning centers to which you have access.

• Allocate personnel line item budgets that were created using data entered in position budgeting. When you make allocations to personnel line items, these changes are not reflected in the position budgeting details entered at the budget preparer level.

• Allocate operating and maintenance line item budgets that were created from data populated from asset budgeting. When you make allocations to asset line items, these changes are not reflected in the asset budgeting details entered at the budget preparer level.

Perform the following with the line item budgeting activity:

• Modify a budget using an adjustment amount to decrease or increase one line item budget row at a time. The total amount will reflect the incremental adjustment, but not change the underlying details or amount of the defined method for the budget

• Modify personnel-related costs at the line item row level. When you make changes to personnel line items, the changes are not updated in position budgeting but appear as adjustment amounts on the personnel line item budgets you modify.

• Modify asset-related costs at the line item row level. When you make changes to asset line items, the changes are not updated in asset budgeting but appear as adjustment amounts on the asset line item budgets you modify.

• View the method and method details associated with each line item budget.

  Note: PeopleSoft Planning and Budgeting does not include the ability to change line item method and method details directly at the reviewer level. This is because your planning centers are potentially associated with much larger volumes of budget data, and providing this functionality would negatively affect performance.

With position budgeting, you can view position budgeting details that make up the personnel line item budgets when you have access.

With asset budgeting, you can view asset budgeting details that make up the asset line item budgets when you have access.