Kuali for Stevens - Stevens Institute of Technology for Stevens Budget Construction (BC) Guide 2 6.28.12

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Kuali for Stevens

Budget Construction Training Guide

6.28.12 working draft version

This guide is available on the Kuali for Stevens website (www.stevens.edu/kfs) in the Guides section.

http://www.stevens.edu/kfs

Kuali for Stevens Budget Construction (BC) Guide

1 6.28.12 version

Table of Contents

SECTION 1 INTRODUCTION TO BUDGET CONSTRUCTION ........................................................................................................... 3

ACCESSING BUDGET CONSTRUCTION IN KFS ............................................................................................................................................. 3

Testing to See if You Have Access ............................................................................................................................................... 4

GENERAL CONCEPTS WHEN USING BUDGET CONSTRUCTION ........................................................................................................................ 6

Saving Your Work ....................................................................................................................................................................... 6

Closing the Document ................................................................................................................................................................ 6

Session Timeout and Cleanup ..................................................................................................................................................... 7

Budget Construction Selection Screen ........................................................................................................................................ 8

Loading Budget Construction Document .................................................................................................................................... 8 1 By Organization ................................................................................................................................................................................ 9 2 By Account ...................................................................................................................................................................................... 12

ORGANIZATION HIERARCHY ................................................................................................................................................................. 13 Finding Your Level .................................................................................................................................................................................... 14

PULL-UP AND PUSH-DOWN ................................................................................................................................................................ 15

Org Push-Down and Org Pull-Up .............................................................................................................................................. 15 Org Push Down ........................................................................................................................................................................................ 16 Org Pull Up ............................................................................................................................................................................................... 17

Pushing Down and Pulling Up Documents Individually ............................................................................................................ 18 Pushing Down the Document .................................................................................................................................................................. 18 Pulling Up the Document ......................................................................................................................................................................... 19

EDIT VS. VIEW ONLY ACCESS ............................................................................................................................................................... 21

FINDING OUT WHO HAS YOUR DOCUMENT LOCK MONITOR .................................................................................................................. 22

SECTION 2 BC DOCUMENT ........................................................................................................................................................ 24

How Do I Get to the BC Document? ......................................................................................................................................... 24 Selecting the Account from an organization listing .................................................................................................................................. 24 Entering the Account Directly: ................................................................................................................................................................. 24

What Do I Use the BC Document for? ...................................................................................................................................... 24

WHAT IS ON THE BUDGET CONSTRUCTION DOCUMENT? ........................................................................................................................... 25

System Information Tab ........................................................................................................................................................... 26

Revenue Tab ............................................................................................................................................................................. 27

Expenditure Tab ....................................................................................................................................................................... 28 Labor Object Codes .................................................................................................................................................................................. 29 Benefits Object Codes (5401, 5402, 5403) ............................................................................................................................................... 29 Interdepartmental Income Object Codes................................................................................................................................................. 30

ENTER REQUESTED AMOUNT ............................................................................................................................................................... 30

ADD A BUDGET LINE .......................................................................................................................................................................... 32

Non-Salary Object Codes .......................................................................................................................................................... 32

Salary Object Codes .................................................................................................................................................................. 32

SECTION 3 ORG SALARY SETTING ............................................................................................................................................. 34

Kuali for Stevens Budget Construction (BC) Guide

2 6.28.12 version

SECTION 4 BUDGETING SUB-ACCOUNT, SUB-OBJECT CODE OR A NEW ACCOUNT .................................................................... 35

BUDGETING SUB-ACCOUNT ................................................................................................................................................................. 35

Check Before You Begin ............................................................................................................................................................ 35

Does the Sub Account Exist? ....................................................................................................................................................... 35 Do You Have Access to Account? ............................................................................................................................................................. 36

Creating a Sub-Account BC Document ? ................................................................................................................................... 36 View Only Access Granted ....................................................................................................................................................................... 37

BUDGETING SUB -OBJECT CODE ........................................................................................................................................................... 38

Check Before You Begin ............................................................................................................................................................ 38

Does the Sub-Object Code Exist? ................................................................................................................................................. 38

Creating a sub-object code BC document ................................................................................................................................. 39

BUDGETING NEW ACCOUNT ....................................