Summary

The Export Position Budgeting tool is designed to export position budget estimates to MS Excel for manipulation. Once an estimate is finalized, it can then be imported back into the Extended Budgeting module as an active budget. This is the third step in the position budgeting process.

Step by Step

• Open the Export Position Budgeting window (EB> Utilities> Export Position Budgeting).
• Select the Year for the budget scenario you would like to export.
• Enter a Scenario or click the field label to select one from a list.
  • The budget scenario includes all of the updated position budgeting information.
  • Budget scenarios are created and maintained on the Budget Scenario Maintenance window (EB> Maintenance> Budget Scenario).
• Select a Type from the drop-down menu. All export files will display the entry name, account number, account description, detail description, detail amount and budget period. The contents of the detail description field will be determined by which type is selected.
  • Select Account if the export file should provide the total changes to the accounts included in the budget scenario.
  • Select Adjustment Type if the export file should provide the total amount of each adjustment type entry (benefit, COLA, salary, etc.) included the budget scenario.
  • Select Detail if the export file should provide amounts and descriptions for every adjustment included in the budget scenario.
• Click the Confirm icon   when complete to generate the export file immediately or enter a date and time in the field next to the Confirm icon to schedule the export file to generate at a later time. You can view the progress of the export on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
• Once the export has finished processing, the Export Settings window will open. This window is used to specify the export path for the file.
  • Check the Open toggle if you would like to open the exported file after it is saved locally.
  • Enter the export path location and click the Save icon   to export the file to the local path.
• Once the estimate has been exported, edited and finalized, it can be imported back into the Extended Budgeting process through the EB Extended Budgeting process (EB> Extended Budgeting> Budget Administration).
  • Once the position budgeting data has been imported into an extended budget, and that extended budget has been committed, the extended budgeting data will be automatically added to a GL Budget Adjustments batch (if the position budgeting data affects the current year budget) or the GL Edit New Years Budgets tool (if the position budgeting data affects a future budget).