Deleting a Funding Distribution

   Overview   

This article covers how to delete a funding distribution in the Anaplan system. 

  1. Step 1

Anaplan Campus homepage displayed with the 06.05 Edit Funding Distribution button highlighted

First, log into the UGA Budget Managment System (Anaplan).

Under the Position Planning section, click the 06.05 Edit Funding Distribution button. 

 

  2. Step 2

06.05 Edit Funding Distribution page displayed with the Minimize Sidebar [>] button highlighted

The 06.05 Edit Funding Distribution page is displayed along with the funding information.

To expand the viewable area, click the Minimize Sidebar [>] button. 

  3. Step 3

06.05 Edit Funding Distribution page displayed with the Distrib % for both lines highlighted

In order to delete a funding distribution, there must be a minimum of two funding lines present.

Note: If funding Effective dates (also known as Time Bands) overlap or the total Distrib % is more than 100%, Status will show as incomplete.

Example shown here: Distrib % for both lines is 100% (totaling 200%)

  4. Step 4

06.05 Edit Funding Distribution page displayed with the Delete checkbox highlighted

Click the Delete checkbox for the appropriate funding distribution.

Example shown here: 1826000EID1003 distribution line

  5. Step 5

06.05 Edit Funding Distribution page displayed with the Expand Sidebar [<] button highlighted

Click the Expand Sidebar [<] button. 

  6. Step 6

06.05 Edit Funding Distribution page displayed with the Delete Funding Distribution button highlighted

The sidebar is displayed with the Delete Funding Distribution button available.

Click the Delete Funding Distribution button. 

  7. Step 7

06.05 Edit Funding Distribution page displayed with the funding distribution line and a "Process Successful" pop-up highlighted

The funding distribution line is deleted, and a "Process Successful" pop-up is displayed.

  8. Step 8

06.05 Edit Funding Distribution page displayed with the Lock Funding Distributions? checkbox highlighted

Funding Distribution Lines are processed daily.  Any changes to a distribution line must be locked to prevent being overwritten.

Click the Lock Funding Distributions? checkbox. 

  9. Step 9

06.05 Edit Funding Distribution page displayed with the Position Funding Locked? column highlighted

The Position Funding Locked? column is updated and greyed out as well as the Status column.  

  10. Step 10

06.05 Edit Funding Distribution page displayed with the Lock Funding Distributions? checkbox highlighted

To make additional edits to the Funding Distribution line, 

click to uncheck the Lock Funding Distributions? checkbox.

  11. Step 11

06.05 Edit Funding Distribution page displayed with the Reset Funding? checkbox highlighted

The Funding Distribution line is now editable.

To return the Funding Distribution lines to their original information,

click the Reset Funding? checkbox.

  12. Step 12

06.05 Edit Funding Distribution page displayed with the Reset Funding Distribution button highlighted

The Reset Funding Distribution option is now available.

Click the Reset Planned Distribution button. 

  13. Step 13

 Reset Planned Distribution popup window displayed and highlighted

The Reset Planned Distribution popup window is displayed.

Note: You can use the Cancel button

  14. Step 14

06.05 Edit Funding Distribution page displayed with the Funding Distribution line and Process Successful message highlighted

The Funding Distribution line is reset to the original value, and a "Process Successful." message is displayed. 

Additional Resources:

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