‘The webform will help the department compare the State Appropriations against budgeted expenses. askin State a eiitd-sdeyoovatrezomm | eet taco pem a en strate ose a, | tnd enon ani Review Budget Planning Report You now need to log into PeopleSoft HCM to run the HSC_DEPT_BUD_PLANNING_RPT or HSC_DEPT_BUD_PLAN_RPT_FUND_OWN query fora listing ofall positions within your Deptid. It is best to run these queries in an Excel format at the beginning of the budget planning process, then save the files to refer back to at a later time. Query name: HSC_DEPT_BUD_PLANNING_RPT (Will list all positions OWNED by a specific area). Query name: HSC_DEPT_BUD_PLAN_RPT_FUND_OWN (Will list all positions FUNDED by a specific area). Hyperion Process Guide 61Review Current Year Projections Use the BegEndBal form to review or update departmental projections of the beginning balance for next year's budget. 1. Click HYPPBR SEE aa 2. Click |= next to My Task List ORACLE centers Neenah Fe Hyperion Process Guide 623. Click [next to task lst (ex: EC Admins or Dept User) ORACLE? tremioe Peformance Honegenent Sytem Worn Fain ih Face orate recog Incorpae, tn ios Sac aabae "euibaces is rearah PaRaNTE ina iB. 4. Click on Review Current Year Projections Praakust state Taal Uist Status EC admins aurea TRL 1 rence ee inci i Preven Blt nae Homie, Incompes. 100% Took ist Stati EC Acris Yaak Unt Tanks “FE An Tae 18) Gran Corected Bad Recep sr Fund 1 Promote ee Hyperion Process Guide 635. Select Entity (ex: M1501), Fund (ex: 22100) and PID (ex: 126892). Click GO 6. The Actual View tab will pull in the actual current year activity from PeopleSoft Financials for September through December. Frakes stata pantie | wpe Beara Beara aad Steed [Ba tel opera eee 2503 rein use reo Ben I 5274 | ae itt [Scnminesters | amos eseros RAS = roteacrasevss 59.0 12 te eid Seve Ze Be : 7. The Projection View tab will allow you to project out the current year ending balance which will become the beginning balance for the next fiscal year. lee et Ye roti eH Ea BFP Tt eto ROR AENEL | SOMITE fel lap eenes tert oe hoeoe Hyperion Process Guide 648 Right click below the Projection View tab and select Copy Actual to Projection. ey emnonsin rn 1B) ornare marae IS cer setaenae IG, covowosvoze 9. Click on the Member Selector icon (“2>_) at the end of the first row asking you to select the proper account hierarchy. arte Proms Copy Actual to aCEO ro.23s 10. In the Member Selection window, click on the AC_890000 Account then click the add icon to move this account to the right. This will replace the existing account that is currently in the box. ‘AC_890000 needs to be selected so that all Accounts in the Projection View tab get updated. ah (Eee ae eT Sse) — = 8 taal Hyperion Process Guide 65