Search Tags: Budget, HR. Position Management, transfer

JIRA Reference:   DM-17 - pm Budget + Transfers BI Tool BI-3 - HR Reports for BI tool Open

Report Purpose

This report provides a list of positions with salary and wages, fringes, account, fund, and other information by fiscal year, business unit, and fund code. It excludes positions whose Base budget, Current budget, Base Fringe, and Current Fringe are all $0.

Since this report replaces one containing subtotals, the query will be flagged for replacement when a new BI tool is available. In the meantime, please use the subtotal function in ExcelAdditional instructions for creating pivot tables is here.

Report Location

MyCampus > MaineStreet > Enterprise Applications > Human Resources - Production > NavBar (compass icon, top right) > Navigator > Reporting Tools > Query > Query Manager or Query Viewer

Report Name

UMS_DTS_PM_BUDGET_TRANSFERS 

Report Type

Query

Prompts Required

For information on field values to enter, click the name of the prompt.

Data Fields Generated

FUND_CODEDEPT_DESCRDEPTIDACCOUNTACCT_DESCRCLASS_FLDOPERATING_UNITPROJECT_IDPROGRAM_CODEACCT_CDPOS_TITLENAMEPOSITION_NBRCLASS_INDCDEPTID_HRBASEBB_FRINGECURRENTCB_FRINGEPOSN_STATUSACCT_CD_FRINGEPOS_BUD_BAS_AMT_SUMPOS_BUD_FRB_AMT_SUMPOS_BUD_PER_AMT_SUMPOS_BUD_FRP_AMT_SUM

Tables Used

UM_F_POS_BUD_VW - view of Posi & Budger extract

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Click on Getting Started and begin with the Query Basics video

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Click on Running Reports with Query Viewer & Query Manager or How to Run an SQR for simple how-to guides for running reports. If you've followed the path to an SQR location and cannot see the report,  your PeopleSoft settings may need adjustments. Please see Security Questions (PS Query/Discoverer).

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