FAQ (Budget Tools)
Please call your Management Center:
|Management Center||Contact Office||Phone|
|Central Administration||University Budget Office||919-684-5804|
|Provost Management Center||Academic Budget Office||919-684-3501|
|School of Medicine||SOM Finance||919-681-8225|
Current fringe benefit rates can be found on the Financial Services Reports & Documents page.
That is a running total for a particular fund, including position and non-position dollars. As you add dollars, it will change. To see another fund total, go to the area of a different fund (cost center or WBS element) and click on a radio button. Also, remember that you'll need to hit the "Calc Fringes" button to see fringes included with positions in that total.
You can be locked for several reasons: a) you didn't type either "work.duke.edu" or "*.duke.edu" in your popup settings to allow websites from OIT (see page 6 in the manual for the IE steps or page 109 for the Mozilla steps); b) you have multiple popup blockers due to having a yahoo or Google toolbar (you will have to disable those popup blockers); c) you are working in the same Org Unit as someone else or someone is using a higher Org Unit which includes the one you're trying to use or d) you have created a maximum number of sessions by not exiting properly.
Read the message and then wait 30 minutes to try again. If you are locked by another person working in the Org Unit, call that person.
Scroll to the bottom of the screen, enter the total number of rows in the white box and hit Enter. Remember, you will lose the column headings on subsequent pages.
Commitment Item is another name for G/L Account: a six digit number that designates the type of revenue or expense.
Fund can mean a Cost Center or WBS Element in the Budget tool.
Call your Management Center with those requests.
Contact your SAP Security Administrator. They will need to request this additional Org Unit via the SAP Account Request (using the HR/Payroll section of your account).
It will need to be changed in the Position section of iForms.
The position master data in the Budget system were held as of November 30 to allow for consistency in budgeting. Run a position report in iForms or contact your HR manager or Management Center to verify that the Org Unit's position list is correct in SAP.
Yes, you can add a new position in the budget and it will create a dummy number. To add a position in SAP, use iForms (Position section).
Yes, but you first need to run the report for a single org unit. Once the data in the report is there, you can then select the filter icon next to the org unit in the header of the report and this will provide the ability to multi-select any of the org units in the hierarchy to which you have authorization.
No, but you can download to Excel and adjust the columns.
In some cases, yes. You will need to right click on the column heading that you want the description for and choose Properties. Under display, choose Key and Text to give you the number and name, Key for just the number and Text for just the name.