Adding a New Chartstring

***  HYPERION WILL BE DECOMMISSIONED AS OF AUGUST 30, 2024. THESE TRAINING MATERIALS WILL BE UPDATED ONCE THE NEW BUDGET MANAGEMENT AND PLANNING SYSTEM IS LIVE. ***

   Overview   

If you need a new chartstring to which you would add budget, you can create a new chartstring by copying an existing one and editing the chartfields.

To see how you add budget to your new chartstring, please view the article "Adding Budget to a Chartstring." 

In this article, you will learn the steps to add a new chartstring.

1. Step 1

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First, log into the UGA Budget Management System. 

On the UGA Budget Management System HomePage, click the BUDDEV link in the Quick Links box.

2. Step 2

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The BUDDEV tab is displayed.

To perform line item budgeting activities, in the Form Folder section, use the following navigation:

Forms > Line Item > Personal Expenses > Line Item Position Expense .

Click the Line Item Position Expense link.

3. Step 3

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The forms associated with Line Item Position Expense are displayed in the Form section.

Click the Casual Labor form.

4. Step 4

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The Casual Labor form is displayed on the right side of the screen.

To collapse the pane on the left side of the screen and maximize your workspace, click the Collapse Pane button to the left of the Casual Labor form.

5. Step 5

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On the Casual Labor page, you will see the information by Department, Fund, Class, Program, Location, ChartField1, and Project for both the current fiscal year and the next fiscal year.

6. Step 6

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After finding a chartstring that is similar to the one you wish to add, right-click in the budget cell of the next fiscal year for that chartstring.

Example shown here: right-click the 525000 - Salaries-Casual Labor (Budget) of the 20203160 - TCB-FTMBA-Dept. Admin. (Buc) cell.

7. Step 7

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The pop-up menu is displayed.

Click the Add Chartstring menu.

8. Step 8

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The Runtime Prompts - Add Chartstring to Form dialog box is displayed.

You can either type a specific chartfield value in this form or select a field by clicking the icon to the right of the field.

Example shown here: click the Member Selection icon next to the Location field.

9. Step 9

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The Member Selection dialog box is displayed.

Only "ATH - Athens Campus" exists in Location before adding a chartstring to the budget. To add another location, expand the All Locations menu.

10. Step 10

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Click a chartfield value you wish to add.  

Example shown here: click “CAL – California”.

11. Step 11

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Click the Add button.

12. Step 12

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The selected chartfield value has been moved to the Alias box on the right.

Click the OK button.

13. Step 13

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You will return to the Runtime Prompts – Add Chartstring to Form dialog box.

Click the Add button at the bottom of the page.

14. Step 14

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A pop-up message confirms that adding the chartstring was successful.

Click the OK button.

15. Step 15

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Scroll right to view the updated information.

A chartstring has been added to the selected Department.