1 - Optional Priming or Prepopulating Non-Salary Plans
· NOTE- Prior to entry of Non-Salary Expenses for FY2014, ONLY Account Keys with Planned Salary for the selected Fiscal Year will show up in your Non-Salary Annual Spreading Grid. This is because the “Reference” columns in that grid (the light grey columns that cannot be edited) are populated with a summary of your planned salary expenses plus applicable benefits, OH and CSC by account key.
· There are benefits to priming and benefits to a blank slate.
o Priming
§ + Provides a starting point for data entry of Non-Salary Plans
§ + Provides the user clues or hints for planning the next fiscal year
§ + Provides more keys on the grid, less need to recall missing keys
§ - Some keys copied in may be closed and need to be deleted
§ - Priming Data is based budgets or plans from previous years that may not even closely reflect plans for FY2014 and requires a tremendous amount of edit and proofing, particularly editing budget type
o Data Entry with NO Priming
§ + Provides a clean slate for data entry of Non-Salary Plans
§ + The user can easily see what’s been entered and what remains, without the possibility of missing something and leaving old, incorrect numbers in the grid
§ - Need to identify and add keys not listed but that should have planned Non-Salary Expenses in FY2014 (Recall, all keys with planned salary expenses for FY2014 will be listed already.)
§ - May need to look at reports from the current year as a prompt to help identify keys that don’t have salary expenses and are not in the grid yet for FY2014.
o Data Entry and Partial Priming
§ In the Scenario Copy Process, you can copy select keys; you do not have to copy the entire plan. It may be helpful to copy only certain keys.
Non-Salary Copy Processes
N1 - Non Salary Planning - Copy Non Salary
N2 - Non Salary Planning - Copy Non Salary Budget or Actuals from IFAS
Summary of Scenario Management Copy Process Steps
1. From the Processes menu select Scenario Management – Copy and select the specific copy process.
2. In the Dimension Filter, click on cd_Employee and/or cd_Account to select the individual accts and employees or groups you would like to copy data to and from.
3. As applicable, select both the Source and Destination Scenarios, both Source and Destination Years and Budget Type.
4. Verify Selections.
5. Click Run Process to complete the copy.
6. Verify the Job Status – Completed or Fail in the Job Status Tab.
7. Verify results in data entry grids for the Destination Scenario.