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Budget Planning and Management - Delphi Planning - Web Forms in the Planning Applications

This article explains the web forms within Delphi.

There are many web forms within Delphi Planning where you can submit budget, forecast, or variance analysis. Web forms allow the budget office and units to enter their data in Delphi.

UCBUD Web Forms

Web Form

Description

1. Unit – Create Target

The unit can inflate launch budget by % and then make manual adjustments.

2. Unit – Enter Account10 Budget by Acct6

The unit enters Acct10 budget by selecting Acct6 and entering the budget with sub-accounts in the rows (with actuals).

3. Unit – Enter Account10 Budget by Acct6 (No Actuals)

The unit enters Acct10 budget by selecting Acct6 and entering the budget with sub-accounts in the rows (without actuals). This may display fewer rows.

4. Unit – Enter Account10 Budget by SubAccount

The unit enters Acct10 budget by selecting SubAccount and entering budget with the Acct6 in the rows (with actuals)

5. Unit – Enter Account10 Budget by SubAccount

The unit enters Acct10 budget by selecting Acct6 and entering sub-accounts in the rows (without actuals). This may display fewer rows.

6. Unit – Enter Account10 Budget by Account6 & SubAccount

The unit enters Acct10 budget by selecting Acct6 and entering sub-accounts in the rows (with actuals)

Note: This can be a very large form and may take a few minutes to load.

7. Unit – Enter Account10 Budget by Account6 & SubAccount (No Actuals)

The unit enters Acct10 budget by selecting Acct6 and entering sub-accounts in the rows (without actuals). This may display fewer rows.

Note: This can be a very large form and may take a few minutes to be displayed

8. Unit – Transfer Offset Input

The unit reviews this form to ensure all of their budgeted transfers are allocated.

9. Unit – Gift & Endowment Fund Balance Input

The unit reviews their current fund balances and enters additional expenses and revenues calculate the current year end balance on one tab. On the second tab, they enter the Ron K. numbers and make a final entry for additional gift revenues not included in the Ron K. numbers to estimate their year-end balance for the budget year.

2. Unit – Enter Account 10 Forecast Q2 by Account6

The unit enters Acct10 Q2 forecast by selecting Acct6 and then entering the forecast with sub-accounts in the rows. Columns have actuals broken out by expense and revenue.

3. Unit – Enter Account 10 Forecast Q2 by SubAccount

The unit enters Acct10 Q2 forecast by selecting SubAccount and entering the forecast with sub-accounts in the rows. Columns have actuals broken out by expense and revenue.

4. Unit – Enter Account 10 Forecast Q2 by Account6 & SubAccount

The unit enters Acct10 Q2 forecast by selecting Acct6 and entering the forecast with sub-accounts in the rows. Columns have actuals broken out by expense and revenue.

2. Unit – Enter Account 10 Forecast Q3 by Account6

The unit enters Acct10 Q3 forecast by selecting Acct6 and entering the forecast with sub-accounts in the rows. Columns have actuals broken out by expense and revenue.

3. Unit – Enter Account 10 Forecast Q3 by SubAccount

The unit enters Acct10 Q3 forecast by selecting SubAccount and then entering the forecast with sub-accounts in the rows. Columns have actuals broken out by expense and revenue.

4. Unit – Enter Account 10 Forecast Q3 by Account6 & SubAccount

The unit enters Acct10 Q3 forecast by selecting Acct6 and entering the sub-accounts in the rows. Columns have actuals broken out by expense and revenue.

UCSAL Web Forms

Budget Employee by Account6

The unit selects Acct6 and enters compensation budgets for employees who are part of the selected Acct6. Remove or add new data or rows as necessary. This form contains 1st Draft and 2nd Draft tabs for the annual view where users enter data, and a tab for the monthly view, which calculates compensation and benefits.

Budget Employee by Individual

The unit selects an employee name and enters compensation budgets for all Acct6 and sub-accounts for that employee. Remove or add new data or rows as necessary. This form contains 1st Draft and 2nd Draft tabs for the annual view where entries are made, and a tab for the monthly view, which calculates compensation and benefits.

Budget Employee by Job Title

The unit selects by job title and enters compensation budgets for all employees who have the selected job title. Remove or add new data or rows as necessary. This form contains 1st Draft and 2nd Draft tabs for the annual view where entries are made, and a tab for the monthly view, which calculates compensation and benefits.

Budget Employee by SubAccount

The unit selects by sub-account and enters compensation budgets for all employees who are part of the selected sub-account. Remove or add new data or rows as necessary. This form contains 1st Draft and 2nd Draft tabs for the annual view where entries are made, and a tab for the monthly view, which calculates compensation and benefits.

Q2 Forecast Employee by Account6

The unit selects by Acct6 and enters Q2 Forecast compensation for employees who are part of the selected Account6. Remove or add new data or rows as necessary. This form contains 1st Draft and 2nd Draft tabs for the annual view where entries are made, and a tab for the monthly view, which calculates compensation and benefits.

Q2 Forecast Employee by Individual

The unit selects by employee name and enters Q2 Forecast compensation budgets for all Acct6 and sub-accounts for that employee. Removing or Adding new data/rows as necessary. This form contains 1st Draft and 2ndDraft tabs for the Annual view where entries are made, a tab for the monthly view, which calculates compensation and benefits. Remove or add new data or rows as necessary. This form contains 1st Draft and 2nd Draft tabs for the annual view where entries are made, and a tab for the monthly view, which calculates compensation and benefits.

Q2 Forecast Employee by Job Title

The unit selects by job title and enters Q2 Forecast compensation for all employees who have the selected job title. Remove or add new data or rows as necessary. This form contains 1st Draft and 2nd Draft tabs for the annual view where entries are made, and a tab for the monthly view, which calculates compensation and benefits.

Q2 Forecast Employee by SubAccount

The unit selects by sub-account and enters Q2 Forecast compensation for all employees who are part of the selected sub-account. Remove or add new data or rows as necessary. This form contains 1st Draft and 2nd Draft tabs for the annual view where entries are made, and a tab for the monthly view, which calculates compensation and benefits.

Q3 Forecast Employee by Account6

The unit selects by Acct6 and enters Q3 Forecast compensation for employees who are part of the selected Acct6. Remove or add new data or rows as necessary. This form contains 1st Draft and 2nd Draft tabs for the annual view where entries are made, and a tab for the monthly view, which calculates compensation and benefits.

Q3 Forecast Employee by Individual

The unit selects by employee name and enters Q3 Forecast compensation budgets for all Acct6 and sub-accounts for that employee. Remove or add new data or rows as necessary. This form contains 1st Draft and 2nd Draft tabs for the annual view where entries are made, and a tab for the monthly view, which calculates compensation and benefits.

Q3 Forecast Employee by Job Title

The unit selects by job title and enters Q3 Forecast compensation for all employees that have the selected job title. Remove or add new data or rows as necessary. This form contains 1st Draft and 2nd Draft tabs for the annual view where entries are made, and a tab for the monthly view, which calculates compensation and benefits.

Q3 Forecast Employee by SubAccount

Unit selects by sub-account and enters Q3 Forecast compensation for all employees that are part of the selected sub-account. Remove or add new data or rows as necessary. This form contains 1st Draft and 2nd Draft tabs for the annual view where entries are made, and a tab for the monthly view, which calculates compensation and benefits.

1. Transfer Budget Data to UCBUD

The unit selects the appropriate Acct6 level and clicks Save button to aggregate and transfer budget compensation data from the UCSAL application to the UCBUD application

2. Transfer Forecast Data to UCBUD

The unit selects the appropriate Acct6 level and clicks Save to aggregate and transfer forecast compensation data from the UCSAL application to the UCBUD application. The forecast transfer is set by a system variable.

3. Aggregate Budget Data

The unit selects the appropriate Acct6 level and clicks Save to aggregate the budget compensation data in the UCSAL application, but not transfer it to the UCBUD application.

4. Aggregate Forecast Data

The unit selects the appropriate Acct6 level and clicks Save to aggregate the forecast compensation data in the UCSAL application, but not transfer it to the UCBUD application.




Keywords:Hyperion, UCSAL, UCBUD, Budget_Office, Executive, workspace   Doc ID:28605
Owner:Levita G.Group:University of Chicago
Created:2013-02-12 16:29 CDTUpdated:2017-03-15 16:17 CDT
Sites:University of Chicago, University of Chicago - Sandbox
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