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Council Budgeting Tools in PeopleSoft

Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

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Page 1: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Council Budgeting Tools in PeopleSoft

Page 2: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft
Page 3: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft
Page 4: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Budget Upload Tool Zip

Page 5: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

PeopleSoft Budget Upload Spreadsheet

Page 6: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Budget Upload Flat-File Instructions

Page 7: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

LC_BUDGET_SPREADSHEET_FIS_YR

Page 8: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft
Page 9: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft
Page 10: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Detailed budget by line and by month

Page 11: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Budget Upload Gathering Spreadsheet

Page 12: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Budget Upload Gathering Spreadsheet

Page 13: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Budget Upload Gathering Spreadsheet

Page 14: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Budget Upload Gathering Spreadsheet

Page 15: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Spreadsheet Journal Import

Page 16: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Spreadsheet Journal Import

Page 17: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Spreadsheet Journal Import

Page 18: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Spreadsheet Journal Import

Page 19: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Spreadsheet Journal Import

Page 20: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Spreadsheet Journal Import

Page 21: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Spreadsheet Journal Import

Page 22: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Spreadsheet Journal Import

Page 23: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Spreadsheet Journal Import

Page 24: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Spreadsheet Journal Import

Page 25: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Spreadsheet Journal Import

Page 26: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Spreadsheet Journal Import

Page 27: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Spreadsheet Journal Import

Page 28: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Open Accounting Periods

Page 29: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

LC Budget Upload Request

Page 30: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

LC Budget Upload Request

Page 31: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

LC Budget Upload Request

Page 32: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

LC Budget Upload Request

Page 33: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

LC Budget Upload Request

Page 34: Council Budgeting tools in PS 2019 - Boy Scouts of America · 2019-10-17 · Council Budgeting Tools in PeopleSoft. Budget Upload Tool Zip. ... Loading budget data into PeopleSoft

Journal Upload Pitfalls• Formatting of cells from cut and paste

• Typo on the chartfield numbersX-XXXX-XXX-XX

• Journal Date – using the incorrect date for budget journals

• Each month budget needs to be that correct month of the budget

• Incorrect number of lines of data