Rules - Fin Plan

UBud Input

Save

Saving data also re-calculates and aggregates the data. Totals for Net Fee Income and Net Direct Expenditure are calculated and aggregated upwards e.g. to College and University level. Variances against Target are also calculated and are are saved for viewing on the Impact on Reserves form and report. These are also aggregated.

Creating and Editing Data

• Move a Row
• AddRow
• Allocate to months based on University Actuals (not yet in full use - contact EON)

Addrow automatically sets values for each month in Year1 of 1. This means that when an amount is entered to the YearTotal that it will by default be phased evenly. The amounts maybe adjusted to produce different phasing.

Incentive Input

Save

Saving data in the form does not result in any re-calculation or re-aggregation. If necessary, the user can then use the Save functionality on UBud Input to force re-calculation and aggregation.

Impact On Reserves

Save

There is no Save functionality enabled as this form is read only.

• Calculate Impact On Reserves

A rule will shortly be added to this form to enable a re-calculation and aggregation to be triggered from this form. At the moment, the user should navigate to the UBud Input form and save data there to trigger calculation.

Opening Balance

Save

Saving the data on this form causes re-calculation and aggregation of the Impact On Reserves.

Operating Budget Input Rules

Save

Saving data on this form causes re-calculation and aggregation to higher levels such as College and University. In the re-calculation the balancing amounts to be posted to the Q cost centre are calculated.

Creating and Editing Data

The rules are available from the Actions menu or by right-clicking. The rules are on the UCD Operating Budget menu item.

• Add a Row

  • A new row (a cost centre and account combination) may be added using the Add a Row command from the Actions menu. A default value of 1 is entered for each of the periods 1-12. This means that when you enter an amount in the YearTotal field, it will by default be spread evenly over the 12 months.

• Move A Row
  • This rule allows you to specify a different cost centre (Entity) and/or account for a row, thereby ‘moving’ the row from the Source to the Target.

A maximum of 6 rows may be created for the same cost centre and account combination.