Setting Up User Preferences for BUDDEV

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* 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

When you first log in, you will need to set up the default chartfields used in the BUDDEV application in the UGA Budget Management System, including default Finance and HR Departments.

In this article, you will learn the steps to set up your preferences for using the BUDDEV application in the UGA Budget Management System.

Note: Data has been redacted to protect employee information.

1. Step 1

First, log into the Budget Management System

On the UGA Budget Management System HomePage, navigate to the BUDDEV application as follows:

Navigate > Applications > Planning > BUDDEV

Or, click on BUDDEV application in the Quick Links box.

2. Step 2

The BUDDEV tab is displayed.

Navigate to Preferences using the following navigation:

Main Menu > File > Preferences .

Click the Preferences... link.

3. Step 3

The Preferences dialog box is displayed.

Click the Planning button to set your preferences.

4. Step 4

On the Application Settings tab, check the Use Application Default option in the Alias Setting section.

Note: This enables the ability to see descriptions when looking for and choosing Member Selections in the application.

5. Step 5

Click the Save button before moving to the next tab.

6. Step 6

A pop-up message confirms that your preferences were saved.

Click the OK button.

7. Step 7

Click the Display Options tab to set any formatting you may want (e.g., Thousands Separator, Decimal Separator, Negative Color, etc.).

8. Step 8

Click on the down arrow for each and choose which option you desire.

For example, you can adjust how number in the thousands are displayed.

Click the Thousands Separator list.

9. Step 9

You can display with a comma, a space, or with no separator.

Example shown here: Comma option.

12. Step 12

Click the Save button before moving to the next tab.

13. Step 13

A pop-up message confirms that your preferences were saved.

Click the OK button.

14. Step 14

Click the User Variable Options tab. This is where you will set all your variables.

15. Step 15

You can set defaults for various chartfields on this tab.

All Dimensions, except for BUnit Fund, Account, My HR Department, My Financial Department, and Filter Department, will be set to upper Dimension level. Set these to the BUnit and Departments that you use more frequently.

16. Step 16

To select your variables for BUnitFund, click the [...] icon next to the BUnitFund field.

17. Step 17

You can select All Fund Types or BUnit Funds to default.

Example shown here: " BUnit Funds" .

18. Step 18

The BUnit Funds tree is expanded. Select the appropriate BUnit Fund.

Example shown here: " CES ".

19. Step 19

Click the Add button.

20. Step 20

The selected variable is displayed in the Alias section on the right.

The grey OK button accepts the selected changes.

Click the grey OK button.

21. Step 21

To select your variables for the HR Department, click the [...] icon next to the My HR Department field.

22. Step 22

Expand All HR Depts under Department to find the appropriate HR Department.

Example shown here: " H1000007 – Sr VP Acad Affrs & Provost" .

23. Step 23

You can scroll through the list to find the appropriate HR Department.

Example shown here: " H1000080 - SPIA Deans Office ".

24. Step 24

Click the Add button.

25. Step 25

Click the grey OK button.

26. Step 26

To select your variables for Financial Department, click the [...] icon next to My Financial Department field.

27. Step 27

Expand Institutional Departments under Department to find the appropriate Financial Department.

Example shown here: " 14000000 - SR VP for Acad Affrs & Provost ".

28. Step 28

You can scroll through the list to find the appropriate Financial Department.

Example shown here: " 32000000 - Sch of Public & Intl Affairs ".

29. Step 29

Click the Add button.

30. Step 30

The selected Financial Department is displayed in the Alias section on the right.

Click the grey OK button.

31. Step 31

To select your variables for Filter Department, click the [...] icon next to the Filter Department field.

32. Step 32

Expand Institutional Departments under Department to find the appropriate Filter Department.

Example shown here: " 14000000 - SR VP for Acad Affrs & Provost ".

33. Step 33

You can scroll through the list to find the appropriate Filter Department.

Example shown here: " 32000000 - Sch of Public & Intl Affairs ".

34. Step 34

To select your variables for Filter Fund, click the [...] icon next to the Filter Fund field.

Click the Add button.

35. Step 35

The selected Filter Department is displayed in the Alias section on the right.

Click the grey OK button.

36. Step 36

To select your variables for Filter Fund, click the [...] icon next to the Filter Fund field.

37. Step 37

Expand All Fund Types under Fund to find the appropriate Filter Fund.

Examle shown here: " All Fund Types" .

38. Step 38

To select your variables for Filter Class, click the [...] icon next to the Filter Class field.

39. Step 39

Click the grey OK button.

40. Step 40

To select your variables for Filter Class, click the [...] icon next to the Filter Class field.

41. Step 41

Expand All Classes under Class to find the appropriate Filter Class.

Example shown here: " All Classes" .

42. Step 42

To select your variables for Filter Program, click the [...] icon next to the Filter Program field.

Click the Add button.

43. Step 43

Click the grey OK button.

44. Step 44

To select your variables for Filter Program, click the [...] icon next to the Filter Program field.

45. Step 45

Expand All Programs under Program to find the appropriate Filter Program.

Example shown here:" All Programs" .

46. Step 46

To select your variables for Filter Chartfield1, click the [...] icon next to the Filter CF1 field.

Click the Add button.

47. Step 47

Click the grey OK button.

48. Step 48

To select your variables for Filter Chartfield1, click the [...] icon next to the Filter CF1 field.

49. Step 49

Expand All CF1 under Chartfield1 to find the appropriate Filter Chartfield1.

Examplw shown here: " All CF1".

50. Step 50

Click the Add button.

51. Step 51

Click the grey OK button.

52. Step 52

To select your variables for Filter Location, click the [...] icon next to the Filter Location field.

53. Step 53

Expand All Locations under Location to find the appropriate Filter Location.

Examplw shonw here: " All Locations" .

54. Step 54

Click the Add button.

55. Step 55

Expand All Projects under Project to find the appropriate Filter Project.

Click the grey OK button.

56. Step 56

To select your variables for Filter Project, click the [...] icon next to the Filter Project field.

57. Step 57

Expand All Projects under Project to find the appropriate Filter Project.

Examplw shown here: " All Projects" .

58. Step 58

To select your variables for Filter Account, click the [...] icon next to the Filter Account field.

Click the Add button.

59. Step 59

Click the grey OK button.

60. Step 60

To select your variables for Filter Account, click the [...] icon next to the Filter Account field.

61. Step 61

Expand Financial Accounts under Account to find the appropriate Filter Account. You can scroll through the list to select the appropriate Filter Account.

Examplw shown here: " 400000 - Revenue" .