Human Resource Services
Managerial Budgets
|
|
|
|
|
|
What are Managerial Budgets?
- The ability to analyze non-control budgets against the associated expenditures and commitments
- Drill through to the underlying transactional details
- Compare Budget Ledger to GL and KK
- Use Enterprise Reporting PowerPlay tools to answer questions…
- What did my [college/department/unit] spend on [travel]?
- Who did I pay in my [college/department/unit]]?
- How much does my [college/department/unit] have left?
- What is encumbered for my [college/department/unit]?
- What are the payroll projections for my [college/department/unit]?
- How did I do compared with last year? Quarter?
|
Web Simulations
LAUNCH PLAYER (Not working? Click here.)
NOTE: After launching the player, you may choose from the following topics:
- Entering Managerial Budgets in myUFL
- Using the Excel Spreadsheet Import Option
- Step 1: Download the Files
- Step 2: Completing the Spreadsheet
- Step 3: Importing the file in myUFL
Instruction Guides
Entering Managerial Budgets
- Entering Managerial Budgets in myUFL
- Save Search Criteria
- Customize ChartField Lines
- Entering Managerial Budgets Using the Excel Import
- Excel Macro Settings
- Review Your Excel Default Settings
Financial Information Tools (Enterprise Reporting)
Classroom Training
To register for classes, click here, log in and click Request Training Enrollment. Search by Course Name or Course Number and select a session that fits your schedule.
- PST010 Reporting: Basics
In this hands-on session, we explore the basic concepts associated with Enterprise Reporting and review the available reporting content. Designed for the end user on campus who needs to generate basic reports for his or her financial or HR-related transactions, this session will cover:
- Navigation
- Folder structures and how to find what you need The financial and HR-related content available
- How to find delivered reports and download the informatio
- PST117 Reporting: PowerPlay (Prereq: PST010 Reporting: Basics)
In this hands-on session, we explore PowerPlay Cubes and review the available content. Designed for the end user on campus who needs to generate reports for his or her financial transactions, this session will cover:- How to generate meaningful reports, including using functions such as filtering, sorting, nesting, and suppressing
- The financial and HR-related content that is available to UF Departments
- Find the details you need
- How to run reports and download the information
Security Roles
- UF_GL_JOURNAL_BUDGET
- Forces Ledger Group to BUDGETS
- Prevents users from entering journals to ACTUALS
- Conflicts with UF_GL_JOURNAL_AUTHOR
- Role approval requires training certification
Other Helpful Information
System status information and warehouse updates are noted on the Alert Notices Page.
Contact Information
Please contact the UF Help Desk (392-HELP) for assistance. When contacting the Help Desk by about Managerial Budgets, please include your UFID or GatorLink username, browser and operating system information, any error messages you received and detailed information about what you experienced, or what you expected to experience. The more detail you provide, the better the UF Help Desk can assist you.
March 14, 2008 9:09 AM
