Creating an authorized budget

Authorized budgets are a type of position assignment used to specify the allowed headcount for a position in a unit. Authorized budgets contain the allowed headcount and FTE for the specified dates. This data is used to calculate the vacant positions.

Vacant positions are the difference between the headcount in the authorized budget and the assigned positions. For example, if there are five authorized positions and only three positions are assigned, vacancies are calculated for the two additional positions. Authorized budget data can be imported or specified manually.

Authorized budgets can have distributions but distributions are not calculated for authorized budgets. The vacant position assignment inherits the distribution and only the costs from the vacant position are distributed.

To create an authorized budget:

  1. Open the Position Assignments page.
  2. Click Add Authorized Budget.
  3. From the Unit list, select a primary dimension member.
  4. From the Position Name list, select a position.
  5. Specify all other required fields. Required fields are indicated with an asterisk (*).
  6. Optionally, specify values for non-required fields.
  7. Click Save. Saving creates the required Base Salary action.
  8. Click the Actions tab to assign additional actions.
  9. Click Calculate. Calculating saves the data and calculates the actions.