See this section for a general discussion of Saving, Calculating and Aggregating in PBCS.
The approach to saving, calculating and aggregating in the Student and Fee Plan was modified at the start of Planning 2021 to enable faster data input. Saving forms no longer results in automatic calculation and aggregation of data and therefore saving is very fast.
Rules may be run from the Actions menu or by right-clicking on a dimension. The calculation and aggregation rules rules are shown on the UCD StFee Calculation menu and the Push To FinPlan rule is also available from the Actions menu on the Total form.
The most efficient approach will be to aim to perform data entry as a batch, saving as frequently as desired and with little delay, and then to calculate and aggregate data. To fully aggregate data, the following values should be selected for the variables:
In addition to the FM performing calculation and aggregation, scheduled jobs are run to automatically perform calculations and full aggregation for the university. The schedule is set out below.
The rule to push the Student and Fee Income plan to the Financial Plan can be run from the Action menu on the Detailed Input - Total form, or from the FM Budget Cycle Tasklist.
When running from the Tasklist the FM is prompted for the entity, when running from the form this is the entity selected for the form.
The calculation and aggregation rules are available on the Detailed Input My Majors input form and also on the Detailed Input Total form.
When data is input and saved on the My Majors form but not aggregated, the relevant cells in the summary top row on the form will be highlighted with orange formatting to indicate that they do not match with the detailed items. This will act as a reminder that calculation and aggregation should be performed, either now or later.
There are no business rules to be run by the user. The Save button saves the data and re-calculates fee-related expenditure data for the unit but does not aggregate it upwards to College or University level. If the user wants to aggregate to college level, caculation and aggregation should be performed for the college.
There are no business rules to be run by the user. Saving data will re-calculate and aggregate to college and university level. If the Intake Method is changed to Entered, the data will need to be Saved before the cells will be available for input.
Scheduled jobs are run during the Financial Planning Cycle. Jobs do not run outside of this period as Student and Fee Planning is not active outside of this period.
| Job | Comments | Runs |
| SF Calculate Fee Income | Calculates Fee Income and aggregates to all levels. If FM has made changes without re-calculating, this will produced updated results. If another user has made changes to Shared Majors, results will be updated to reflect this. | 06.15 11:05 16:05 22:05 |
| SF Push To FinPlan | Pushes data from Student and Fee Plan to Fin Plan. | 06.35 11:25 16:25 22:30 |
| SF Overnight Copy | Copies the Student and Fee Plan from Working to Overnight so that it may be used to compare against. | 02.00 (Overnight) |
| Sf StFee Registration and Factors | Imports Student Fee Registration and Factors from Inbox on PBCS | 06.00 |
There are currently no Student and Fee Reports scheduled for automatic production.