Working with Vacant Positions in Anaplan

Summary

This article explains how to add and remove a vacant position to a funding distribution.

Body

   Overview   

This article explains how to add and delete a vacant position from a Departmental Budget.

 

  1. Step 1

UGA Budget Management Planning System page displayed with the 06.02 Position Planning Roster - Vacant Position button highlighted

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

Under the Position Planning Roster section, click the 06.02 Position Planning Roster - Vacant Position button. 

 

  2. Step 2

Position Planning Roster - Vacant Positions page displayed with the Instructions link highlighted

The Position Planning Roster - Vacant Positions page is displayed.

To view more information, click the Instructions link.

  3. Step 3

Position Planning Roster - Vacant Positions page displayed with the Instructions window and the Include in Budget? link highlighted

The Instructions window is displayed at the bottom of the page.

To begin working with a vacant position, click the Include in Budget? link.

  4. Step 4

Position Planning Roster - Vacant Positions page displayed with the Row 11813499 - Public Relations Coordinator highlighted

Click the appropriate Position Row.

Example shown here: Row 11813499 - Public Relations Coordinator

  5. Step 5

Position Planning Roster - Vacant Positions page displayed with the Include in Budget? window highlighted

The Include in Budget? window is pre-populated with information available in the system.

  6. Step 6

Position Planning Roster - Vacant Positions page displayed with the Start Date and Budgeted Amount fields highlighted

Enter the appropriate information in the Budgeted Amount field.

Note: The Start Date field is automatically populated with the start of the next fiscal year. This can be edited on a separate page.

Example shown here: 65,000

  7. Step 7

Position Planning Roster - Vacant Positions page displayed with the Combo field highlighted

Enter the appropriate information in the Combo Code field.

Note: Entering partial data in a field will populate all matching values.

Example shown here: 181725000

   Step 8

Position Planning Roster - Vacant Positions page displayed with the Combo field highlighted

Click the appropriate value from the Combo Code field results.

Example shown here: 18172500011004

  9. Step 9

Position Planning Roster - Vacant Positions page displayed with the Include Budget? checkbox highlighted

Once all information is entered, click the Include in Budget? checkbox.

Note: The Dist % defaults to 100%.  This can be edited on a separate page.

  10. Step 10

Position Planning Roster - Vacant Positions page displayed with the Include in Budget button highlighted

Click the Include In Budget button.

  11. Step 11

Include in Budget Processing pop-up displayed with the Cancel button highlighted

The Include in Budget Processing pop-up is displayed.

Note: If necessary, you can click the Cancel button to stop the process.

  12. Step 12

Position Planning Roster - Vacant Positions page displayed with the Include in Budget? column and "Process Successful" pop-up highlighted

The Include in budget? column is updated for the selected vacant position, and a "Process Successful" pop-up is displayed.

  13. Step 13

Position Planning Roster - Vacant Positions page displayed with the 06.01 Position Planning Roster link highlighted

To confirm the vacant position's addition, right click the 06.01 Position Planning Roster link.

  14. Step 14

Position Planning Roster - Vacant Positions page displayed with the Open Link in New Tab option highlighted

From the context menu, click the Open Link in New Tab option.

  15. Step 15

Position Planning Roster - Vacant Positions page displayed with the 06.01 Position Planning Roster tab highlighted

Click the 06.01 Position Planning Roster tab.

  16. Step 16

06.01 Position Planning Roster page displayed with the (full or partial) Position Number in the Find... field highlighted

The 06.01 Position Planning Roster page is displayed.

To narrow the search results, enter the (full or partial) Position Number in the Find... field.

Example shown here: 11813499

  17. Step 17

06.01 Position Planning Roster page displayed with the 11813499 - Vacant link highlighted

Click the appropriate link from the Search results. 

Example shown here: 11813499 - Vacant link

  18. Step 18

06.01 Position Planning Roster page displayed with the selected position information highlighted

The selected position information is displayed including, Position, HR Home Dept ID, Funding Validation, etc.

  19. Step 19

06.01 Position Planning Roster page displayed with the 06.01 Position Planning Roster Tab Close [X] button highlighted

To return to the Vacant Position page, click the 06.01 Position Planning Roster Tab Close [X] button.

  20. Step 20

Vacant Positions page displayed with the 06.05 Edit Funding Distribution link highlighted

The Vacant Positions page is displayed.

To review or edit, right click the 06.05 Edit Funding Distribution link.

  21. Step 21

Vacant Positions page displayed with the Open Link in New Tab option highlighted
From the Context menu, click the Open Link in New Tab option.

  22. Step 22

Vacant Positions page displayed with the 06.05 Edit Funding Distribution tab highlighted

Click the 06.05 Edit Funding Distribution tab.

  23. Step 23

dit Funding Distribution page displayed with the (full or partial) Vacant Position ID in the Find... field highlighted

The Edit Funding Distribution page is displayed.

To narrow results, enter the (full or partial) Vacant Position ID in the Find... field.

Example shown here: 11813499

  24. Step 24

Edit Funding Distribution page displayed with the 11913499 - Public Relations Coordinator link highlighted

Click the appropriate link from the Search results. 

Example shown here: 11913499 - Public Relations Coordinator

  25. Step 25

Edit Funding Distribution page displayed with the selected position information highlighted

The selected position information is displayed including full chartstring, Effective Date, Comp Code, Comp Rate Code, etc.

If necessary, scroll right to view additional information.

  26. Step 26

Edit Funding Distribution page displayed with the 06.05 Edit Funding Distribution Tab Close [X] button highlighted
To return to the Vacant Position page, click the 06.05 Edit Funding Distribution Tab Close [X] button.

  27. Step 27

Vacant Positions page displayed with the Remove from Budget? checkbox highlighted

The Vacant Positions page is displayed.

To remove the vacant position, select the appropriate row and click the Remove from Budget? checkbox.

Example shown here: 11813499 - Public Relations Coordinator

  28. Step 28

Vacant Positions page displayed with the Remove from Budget button highlighted

Click the Remove from Budget button.

  29. Step 29

Vacant Positions page displayed with the Budget checkbox and a "Process successful." pop up highlighted

The Include in Budget checkbox is removed, and a "Process successful." pop up is displayed.

Additional Resources:

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

Details

Details

Article ID: 166518
Created
Mon 3/24/25 2:03 PM
Modified
Thu 11/5/26 2:19 PM