Making mass changes to budgets

To change many records at one time, use the Budget Update (PA170) program.

To make mass changes to budget information

  1. Access Budget Update (PA170).
  2. On the Selection tab, select the information you need to change. Use the following guidelines to enter field values:
    Effective

    To update information in a range of effective dates, type the starting and ending effective dates.

    Head Count

    Select whether you want to select budget records with specific values and, if so, whether you want to select budgeted or authorized head counts.

    FTE

    Select whether you want to select budget records with specific FTE values and, if so, whether you want to select budgeted or authorized FTE.

    Salary

    Select whether you want to select budget records according to salaries and, if so, whether you want to use budgeted or authorized salaries.

    Reason

    Select whether you want to select budget records according to reason codes.

  3. On the Update tab, select the new information. Use the following guidelines to enter field values:
    Update Type

    Select the kind of change you want. If you select Position Budget Data or Job Budget Data, you need to use the data change fields to indicate the changes desired.

    End Date

    If you selected End Position Date or End Job Date in the Update Type field, you need to enter an end date.

    Update

    Select whether you want to perform the update or get a report only.

    Note: An error report automatically generates displaying any problems the application encountered while performing the update.
  4. Submit the job.