Budget Development

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Budget Development Banner System Entry
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Instructions

• VIEWING
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Instructions

• NOTES
• It is recommended that you have a copy of the
  FY-2010 Budget Development Manual viewing this
  presentation. We encourage you to take notes as
  necessary.
• This tutorial is comprised of four sections
• Basic Banner information (purple slides)
• Entering revenue/expense budget (orange slides)
• Entering labor budgets (blue slides)
• Review budget entries (green slides)
• The step by step instructions will appear in the
  colored box at the bottom of each slide.
• CONTACTS
• Contact Bob Youngblood, Helen Robinson or Palace
  Reid if you require additional assistance.

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How To Create A Budget Using Banner

• INTRODUCTION
• FY 2010 Budget Development will allow users to
  enter budget data directly into a planning phase
  and query the budget information.
•  
• The access to the forms and queries granted to
  each user is controlled by the users Banner
  password to identify the Fund/Organization and
  Rule Class Security.
•  

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How To Create A Budget Using Banner

• Training for Banner can be obtained by going to
  the Banner/WebFOCUS portal and clicking on the
  MMC Training schedule to register for Banner
  Navigation.

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How To Create A Budget Using Banner

• DOCUMENT COMPLETION
• The successful completion of a document created
  through Budget Development will require the form
  to be saved prior to exiting the form. If the
  form is not saved, all information will be lost.
•  
• BUDGET DEVELOPMENT FORMS
• FBABDRA
• For unrestricted revenue development
• For special pay and special pay fringe benefits
  development
• For non-personnel development
• NBAMMCB
• For personnel budget development
• FBIBUDG
• For querying budget development entries
• NBAJOBS
• For labor distribution development

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Accessing Budget Development In Banner
Key Budget Development Field Values

• Budget ID FY2010
• Phases
• Unrestricted Revenue UREV10
• Restricted Revenue RREV10
• Non-Labor (including Special Pay) NLAB10
• Labor LAB10

Make a note of the Key Field Values because you
will need them during budget development
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Accessing Budget Development In Banner

• Open your web browser and enter banner in the
  URL address box

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Accessing Budget Development In Banner

• Click on the Banner QUAL under the Banner
  Production Testing section when
  training/practicing

Click on the Banner PROD under the Banner
Production Login section when entering FY2010 data
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Accessing Budget Development In Banner

• Enter your Banner username and password assigned
  to you by the Office of Information Technology,
  and click Connect. Do not make an entry into
  the Database field

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Entering Revenue/Expense Budget

• Enter the Banner form in the Go To.. field

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Entering Revenue/Expense Budget

• A warning message will pop up, click Continue to
  get rid of the message

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Entering Revenue/Expense Budget

• Enter the appropriate values in the fields then
  click on the Next Block icon
• Leave the following fields blank Index, Account,
  Activity, Location and Period

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Entering Revenue/Expense Budget

• Budget amounts should be entered in the Current
  Amount column

Enter the Account number and the corresponding
budget amounts

• Fringe benefits must be calculated on the Special
  Pay accounts (over time, shift-differential,
  etc.). Enter budgets for special pay accounts
  into the non-labor phase

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Entering Revenue/Expense Budget

• Budget amounts should be entered in the Current
  Amount column

To correct the Current Amount, type in the
revised amount in the Current Amount column
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Entering Revenue/Expense Budget

• Budget amounts should be entered in the Current
  Amount column

• You can also correct the Current Amount by typing
  the decrease/increase amount in the Change
  Amount column

• Press the down arrow on your key board or click
  on the Save icon to make the change permanent

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Entering Revenue/Expense Budget

• Budget amounts should be entered in the Current
  Amount column

To remove an unwanted record (Account and Current
Amount), click on Record, then Click Remove.
Note Do not click Record, Clear. The clear
button will only temporarily remove the record.
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Entering Labor Budget
Go to the General Menu Form in Banner and type
NBAMMCB in to the Go TO.. box, then hit enter
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Entering Labor Budget Position Budget Tab
Enter the designated budget development year 2XXX
in the Fiscal Year box. Enter the position number
in the Position No. box, then hit Next Block icon
in the Banner toolbar.
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Entering Labor Budget Salary Budgets Tab
The Fiscal Year should correspond to the
designated Fiscal Year The Status should be
Working COA should be 1
Enter the Home Org (the Organization that owns
the position) in the Organization field Enter the
assigned Budget ID Enter the designated Phase
The Create Date data will default if it is an
existing position. If it is a new position enter
the first date of the new fiscal year The Salary
Group data will also default. It should be blank
if it is a new position
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Entering Labor Budget Salary Budgets Tab
Enter 0 in the following fields Base Units,
Position Budget Basis and Budget Appointment
Percent Enter 1 in the Budget FTE field
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Entering Labor Budget Salary Budgets Tab
Enter the salary budget into the Budgeted Amount
field
Note Enter a prorated budget amount if the
position will not be occupied during the entire
fiscal year due to termination, the hire date is
after the beginning of the fiscal year or there
is a union related increase
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Entering Labor Budget Salary Budgets Tab
The Encumbered Amount, Expended Amount and
Remaining Amount fields should default to
zero Click on the save icon
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Entering Labor Budget Comments Tab
Click on the Comments tab to enter notes
regarding the position An entry is mandatory if a
prorated Budget Amount is entered
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Entering Labor Budget Comments Tab
An entry is mandatory if a prorated Budget Amount
is entered Enter your comment and your name along
with the date you entered the comment Click the
save icon
Once a comment is saved DO NOT DELETE Enter an
additional comment if you need to correct a
previous comment Click the save icon
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Entering Labor Budget Labor Distributions Tab
To enter the budget funding, click on the Labor
Distributions tab
Enter the funding in the respective Fund, Orgn,
Account, Program and Salary Budget fields You
can enter as many funding FOAPALs as
desired
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Entering Labor Budget Labor Distributions Tab
If you run out of funding space, then put the
cursor in the last Index Box Then go to Record in
the Banner toolbar and select Insert from the
drop down menu A blank funding line will appear
at the bottom
Changes will not be saved if the total percent is
not 100 Changes will not be saved if a funding
line is incomplete Changes will not be saved if
the Salary Budget Total does not equal to the
Budget Amount
Click on the Save icon when all the changes have
been completed
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Reviewing Budget Entries
The following Banner form is used to review
budget entries for all phases. The form allows
you to review up to three phases simultaneously.
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Reviewing Budget Entries
Go to the General Menu Form in Banner and type
FBIBUDG in to the Go TO.. box, then hit enter
Click Continue on the pop-up box
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Reviewing Budget Entries
Enter the Budget ID, and the desired phase(s).
You can also use the drop down menu to enter your
information For a detailed report, enter the
Fund, Organization, Account and/or Program code
For a comprehensive report only enter a Fund,
Organization, Account or Program code, then
select one or two components of the FOAPAL in
the Selection Criteria section
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Reviewing Budget Entries
After entering the desired fields hit next block
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Reviewing Budget Entries
This is an example of a comprehensive report
using only one component (Organization) of the
FOAPAL and using Account in the Selection
Criteria
This query displays all Account codes for
Organization 5000XX in Phases LABXX and NLABXX.
Note You can review up to 3 phases
simultaneously and up to 2 FOAPAL components in
the Selection Criteria
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The End

• If you have any questions regarding Budget
  Development please contact a member of the
  Financial Planning and Analysis team
• Helen Bailey-HarneyBudget Analyst  (615)
  327-6240  hrobinson_at_mmc.edu 
• Bob YoungbloodAssociate Director of Financial
  Planning and Analysis(615) 327-6858 
  byoungblood_at_mmc.edu
• Palace ReidDirector of Financial Planning
  Analysis  [phone]  preid_at_mmc.edu
• Alexis DeanSenior Budget Analyst  (615)
  327-6871  adean_at_mmc.edu
• Note
• Contact Jared Orr in the Accounting Department
  regarding Labor Distribution