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Banner Budget Planner

Navigation and How-To

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BUDGET PLANNER GENERAL INFORMATION

After reading through this presentation, you will be ready to take the

Proficiency Exam in Learning Central After achieving a passing score of 85%, you may request your Banner

o Authorization Role(s) o Request the following roles through Banner Authorization Requests at

my.unm.edu

Department Salary Planner

Department Budget Developer

Department General Inquiry (If you are already a Banner Finance user, you have this role)

o Request only highest level organization code access

College level = Level 3 Org (request this level of your org hierarchy if you oversee a Level 3 Org)

Department level = Level 5 Org (request this level if you oversee a Level 5 or lower level org)

If you are unsure of what level to request, contact your Fiscal Agent

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BUDGET PLANNER GENERAL INFORMATION

Banner Authorization Request Banner Authorization Requests are accessed under Banner Resources on

the Employee Life tab

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Salary Planner …

(For more information see Budget Office website/SOPs/Salary Planner Screen Information)

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Salary Planner Accessed through LoboWeb

Click on Finance Menu tab, link on Budget Planner Menu

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Salary Planner … then link on Salary Planner Menu

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Salary Planner Click on Edit Scenario link. (Note: Most users will not see Create Scenario or Copy Scenario links.)

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Salary Planner - Scenarios

EXTRACT ID SCENARIO DEFINITION

12FAC14 12 MO FACULTY 14 12 month contract faculty

9FAC14 9 MO FACULTY 14 9 month contract faculty

CSTAFF14 CONTRACT STAFF 14 Staff who are contract employees

CWA14 CWA BARG UNIT 14 Staff in the CWA Bargaining Unit

HSTAFF14 HOUSESTAFF 14 Resident Physicians

POLICE14 POLICE BARG UNIT 14 Staff in the Police Bargaining Unit

POOL14 POOLED POSITIONS 14 Non-Regular Staff such as On Call, Students, Temp Services, Part Time Faculty

RSTAFF14 REG STAFF 14 Exempt & Non-Exempt Staff not in a Bargaining Unit

USUNM14 USUNM BARG UNIT 14 Staff in the USUNM Bargaining Unit

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Salary Planner – Edit Scenario

Choose the employee population to be edited. Be sure to choose the scenario for the

upcoming fiscal year (scenarios from prior years will also be displayed but cannot be

edited).

For more information see Budget Office website/SOPs on the following subjects:

Apply Salary Updates-Regular Staff

Apply Salary Updates-Bargaining Units

Budgeting for Pooled Positions

Apply Salary Updates-12 Month Faculty

Apply Salary Updates-9 Month Faculty

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Salary Planner – Position Filters After selecting the scenario and clicking on the Select button, a Position

Filters page will appear.

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Salary Planner

Only organization codes that the user has access to will appear in the list Click on the down arrow to select the organization code to be edited during the

current session OR select All Include Subordinate Organizations: Check the box to display subordinate

organizations or uncheck to display only the selected organization Click the button List by Employee to display a screen listing all employees who

are associated with the chosen org code and employee class or classes

displayed in the scenario Increases to job salary are applied to all scenarios using the same method

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Salary Planner – List by Employee

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Salary Planner – List by Employee

Used to Mass Apply an increase (either percentage or amount) to

every employee record in the list OR apply increases individually

To apply a 3% increase to every employee record in the list, input the

number 3 under the heading Mass Change on the line that says Annual

Salary Increase, then click on the Mass Apply button

SAVE all changes before navigating to another page by clicking on the Save

button at the bottom of the page

Navigate around the page by scrolling OR linking on Jump to Bottom or

Return to Top

Click on the link under ID and Name to go to the Employee Detail

page

From the “Employee Detail” page, link to Job Detail, Distribution, Comments, or Position Detail (to modify the Position Budget, if necessary)

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Salary Planner – Employee Detail Page Annual Salary Increase can also be applied to an individual here using Mass Change and Mass Apply. If applied on the List by Employee page, the increase carries over to this page (as shown below).

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Salary Planner – Employee Detail Page On the far right of this page are the links referenced on page 13.

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Salary Planner – Job Detail Page The only change that can be made on this page is Appointment Percent.

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Salary Planner – Job Labor Distribution Page Make necessary changes to the way a job salary is paid on this page. To

change the index code or percentage paid against that index, simply click on

the appropriate field and edit.

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Salary Planner – Job Labor Distribution Page To add another index (or multiple indices) to distribution, click the Add New Record button

and a new row will appear. Clicking the blue down arrow will display an Index Lookup page.

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Salary Planner – Job Labor Distribution Page Add the index. Tab off the Index field and the FOPA elements will populate in the form. Add

the appropriate percentage. Continue until the distribution equals 100% and is set up as

needed.

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Salary Planner – Job Labor Distribution Page When the distribution equals 100% and is set up accurately, click on the Save button.

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Salary Planner – Job Labor Distribution Page Notice that if the distribution does not equal 100%, the record cannot be saved. (The Save

button is grayed out.)

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7,737.60

23,212.80

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Salary Planner – Job Labor Distribution Page After the Job Labor Distribution is saved successfully, then click on the Copy Job Distribution to Position button.

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Salary Planner – Job Labor Distribution Page This will budget the position against the same indices at the same percentages as the job will be

paid. (Notice the Proposed Position Distribution is the same as the Proposed Job

Distribution.)

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Salary Planner – Job Labor Distribution Page To delete an index that is part of a distribution, click in the box under the

heading Del.

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Salary Planner – Job/Position Comments Comments may be added as needed/desired. Click on the Save button. User’s name

and the date will be recorded in the fields Last Updated on: and Last Updated by: (see

page 27).

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Salary Planner – Position Detail Page Position Budget Changes and budgeted FTE can be modified on this page.

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Salary Planner – Position Detail Page When applying an increase to a job salary, the same increase is automatically applied to the

position budget IF position budget was within $1 of job salary before increase.

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Salary Planner – Position Budget

Examples of when Position Budget should be different from Job Salary: o Budgeting for incentive payments not part of contract salary

o Budgeting for career ladder or reclassification that will not be effective until later in the fiscal year

o When employee is leaving your department or UNM later in the fiscal year and it is determined that the position will not be replaced immediately

o Dollars that will not be used for the position can be budgeted elsewhere

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Salary Planner – Org Locking

In Salary Planner, each scenario must be locked separately. Go back to the

Salary Planner menu and link on Organization Lock.

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Salary Planner – Org Locking

Choose the scenario to be locked and put in your highest level organization code. Click on the Submit button.

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Salary Planner – Org Locking

Check the Lock Status. If Unlocked, check the box under the heading

Change, then click on the Update button.

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Salary Planner – Org Locking

If your highest level organization has a Lock Status of Locked * (with an asterisk after it), then a

lower level org is unlocked.

For more information see Budget Office website/SOPs/Organization Lock

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Locked*

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Budget Development …

For more information see Budget Office website/SOPs/Adjust Index Budgets

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Budget Development Accessed through LoboWeb

Click on Finance Menu tab, link on Budget Planner Menu …

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Budget Development

… then link on Create Budget Worksheet

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Budget Development

Click the button Create Query

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Budget Development

Check the box Adopted Budget, then click the button Continue.

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Budget Development

Input the Budget ID (BUDxx), Budget Phase (ADOPTD) and the Index to be budgeted. At the bottom of the page, check all boxes then click on the Submit button.

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712000

2U0224

712A

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Budget Development The Submit button will bring up the Budget Worksheet. (This is the top of the page.)

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Budget Development Input change values to each of the account codes as necessary to budget the index for the new fiscal year. Click on Calculate to view the impact of changes. If you are not satisfied with the results and have not yet clicked on Post (Save), you may return to values last posted by using the Requery button located below the Worksheet.

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Budget Development

Example: Here a change amount was input for account code 1640.

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Budget Development

Clicking Calculate added the change amount to the column Cumulative

Change and to the column New Budget so the user can evaluate the effect.

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Budget Development

Continue making necessary changes to all account codes (except labor) until

Proposed Budget for the index is accurate and in balance: Revenues minus

Expenses equal Zero.

Totals for labor account codes come from Salary Planner labor distributions and cannot

be edited in the Budget Worksheet.

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Budget Development

Account codes may be added to the Budget Worksheet by inputting the Account and

Proposed Budget, then clicking on Calculate, OR they may be added by using the account

code lookup. Click on the button Account1, Account2, etc. and then…

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Budget Development

Input lookup criteria on the Validation Code Lookup screen, then click on

Execute Query.

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Budget Development

Click the link on the desired Account code and it will take you back to the Budget Worksheet.

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Budget Development

Add the Proposed Budget amount, then click on Calculate. This will add the line item

to the worksheet.

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Budget Development

When all adjustments are completed, click on Post. Post equals Save.

Note: You can click Post and save your work at any time—you don’t have to wait until

you are completely done updating. However, the Requery button won’t bring back the

previous entry after clicking Post.

Check the Summary Totals, Proposed Budget column at the bottom of worksheet to see at a glance if index is in balance.

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Budget Development

Users can make adjustments to line items as many times as necessary.

Any necessary changes to labor account codes must be done by adjusting

labor distributions in Salary Planner.

The same process must be followed for every unrestricted index.

A department’s overall budget can be reviewed by running Budget

Development reports. Multiple reports are available.

For more information on Reports, see Budget Office website/SOPs:

Salary Planner Working Report Budgeted Account Code Report

Salary Planner Exception Report Budgeted Transfers/Allocations Report

Budget Development Working Report Budgeted Account Code Totals Report

Operating Budget Summary Report Budgeted Index Account Code

Comments Report

Index Out of Balance Exception Report Budgeted Indices Not Modified Report

Organization Summary Report

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The End

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