Adding a Funding Distribution

   Overview   

This article covers how to add a funding distribution to a position including the adjusting effective dates, also known as time bands.

  1. Step 1

UGA Budget Management Planning System page displayed with the 06.05 Edit Funding Distribution button highlighted

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

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

  2. Step 2

06.05 Edit Funding Distribution page is displayed with the Funding Distribution Row 1826000DRA1036-Drake - 210XXXXX - Jason Newton highlighted

The 06.05 Edit Funding Distribution page is displayed with available position funding distributions.

Click the appropriate Funding Distribution row. 

Example shown here: Row 1826000DRA1036-Drake - 210XXXXX - Jason Newton

  3. Step 3

06.05 Edit Funding Distribution page is displayed with the Add Funding Distribution button highlighted

Click the Add Funding Distribution button. 

  4. Step 4

06.05 Edit Funding Distribution page is displayed with the Combo Code field highlighted

The Add Funding Distribution menu is displayed with the corresponding Position Comp and HR Dept ID displayed.

Enter the appropriate information in the Combo Code field. 

Example shown here: 18140040031001

  5. Step 5

06.05 Edit Funding Distribution page is displayed with the Effective Date field highlighted

The Effective Date field is also known as time band information and indicates when the funding distribution should be applied. Effective Date and Distrib % must cover the entire Fiscal Year and not exceed 100% for any time band.

Enter the appropriate information in the Effective Date field.

Example shown here: 02/01/2026

  6. Step 6

06.05 Edit Funding Distribution page is displayed with the Add Funding Distribution? checkbox field highlighted
Click the Add Funding Distribution? checkbox.

  7. Step 7

06.05 Edit Funding Distribution page is displayed with the Add Funding Distribution button highlighted

The Add Funding Distribution button is now functional.

Click the Add Funding Distribution button. 

  8. Step 8

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

The new funding distribution is added to the selected position.

Click the Minimize [>] button to see additional columns.

  9. Step 9

06.05 Edit Funding Distribution page is displayed with the Status column highlighted

If the Effective Date and Distrib % fields have the appropriate time band and percentage information, the Status column will show Funding Complete. 

  10. Step 10

06.05 Edit Funding Distribution page is 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. 

  11. Step 11

06.05 Edit Funding Distribution page is displayed with the Status Column checkboxes highlighted
The Position Funding Locked? column is updated, and all other fields are locked from edits.

  12. Step 12

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

To reset the funding distribution, first,

click the Lock Funding Distributions? checkbox to uncheck.

  13. Step 13

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

The funding distribution is unlocked and editable.

Click the Reset Funding? checkbox.

  14. Step 14

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

With the Reset Funding checkbox selected, the Reset Planned Distribution button is available.

Click the Reset Planned Distribution button. 

  15. Step 15

06.05 Edit Funding Distribution page is displayed with the original funding distribution line and a "Process Successful." message highlighted

The original funding distribution is displayed along with a "Process Successful." message. 

Additional Resources:

At this time, no additional resources are available for this topic.