Baseline Position Budget Report
This article covers how to run and interpret the Baseline Position Budget report on the Budget Management dashboard.
What does this report show?
Updated nightly, this report is the Baseline Salary Budget Roster which takes permanent budget by organization and identifies all permanent employees. It can be used to verify if there are enough funds to cover salaries of existing employees, replacements or new positions in an organization. It pulls baseline salary budget and compares with official employee compensation rate that translates to annual salaries and gives a budget plan. This report identifies budget need of an organization from a Multi-Year Planning perspective. It represents an approved annualized funding plan for salary of permanent employees and identifies permanent structural deficits, if any. This report can also be called Annual Permanent Positions Roster. It includes: Budgeted FTE, Baseline Budget, Annualized Base Salary, Annualized TBH (To Be Hired) Salary, and Base Available.
1. Log in to the campus portal and access TitanInsights.
2. Click Shared folders to access dashboards/reports.
3. Click on the Finance folder.
4. Select the Budget Management folder.
5. Select the Budget Management dashboard.
6. Then click on the Baseline Position Budget tab.
Report Overview
The Baseline Position Budget report is a year-to-date report by fiscal year.
When you access the report, your personal settings for the report appear. If you have not set up your personal settings, the system defaults will automatically populate.
Report Filters
The first section of the report contains the available filters. Utilize the filters to narrow down your report results or find specific values.
| Filter | Description |
|---|---|
| Fiscal Year | The beginning calendar year of the Fiscal Year for which you wish to view data (i.e., FY 2024-2025 = 2024). |
| Fund | The specific fund code(s) for which you wish to view data. |
| Account Description | The specific account code(s) for which you wish to view data along with the name associated with the account code(s). |
| Program | The specific program code(s) for which you wish to view data along with the name associated with the program code(s). |
| Class | The specific class code(s) for which you wish to view data along with the name associated with the class code(s). |
| Project | The specific project code(s) for which you wish to view data along with the name associated with the project code(s). |
| Division | The specific campus division(s) for which you wish to view data. Selections subject to the user’s department
level security access. |
| Sub-Division/College | The specific campus sub-division(s) or college(s) for which you wish to view data. Selections subject to the user’s department
level security access. |
| Master Department | A Master Department groups several departments together. Use this to select one or more specific master departments for which you wish to view data. Selections subject to the user’s department
level security access. |
| Department | The specific department ID(s) for which you wish to view data along with the name associated with the department ID(s). Selections subject to the user’s department
level security access. |
Report Parameters and Available Column Headers
Just under the report filters are the report parameters and the available column headers for the report results table.
Report Parameters
The Fiscal Year and Accounting Period indicates your selections from the report filters at the top of the report. The report will be showing year-to-date information for the selected fiscal year from July 1st through the selected Accounting Period.
Available Column Headers
Use the drop-down menus to select the columns you want to see on your report results table. The data will automatically update when you make a selection.
The following column headers are available for the report results table.
| Column | Description |
|---|---|
| Division | The campus division associated with the line item. |
| Sub-Division/College | The sub-division/college associated with the line item. |
| Master Department | The master department associated with the line item. |
| Department | The department ID and department name associated with the line item. |
| Account Description | The account code and name associated with the line item. |
| Fund | The fund code associated with the line item. |
| Program | The program code and name associated with the line item. |
| Class | The class code and name associated with the line item. |
| Project | The project code and name associated with the line item. |
Report Results Table
The second section of the report contains the report results table.
Column Descriptions Table
| Column | Description |
|---|---|
| Budgeted FTE | This column indicates the total Full-Time Equivalency (FTE) of all of the positions in the line item. Note that when there are positions that have less than full-time equivalency (1.00), you may see partial FTE such as 0.75. It is also possible to see 1.00 in the FTE column when there are two part-time .50 FTE positions. |
| Baseline Budget | The total amount of the baseline budget allocated for the line item as of the fiscal year and closed period. |
| Annualized Base Salary | This total is calculated by multiplying the base monthly salary of each position under this line item by twelve (12 months) and then adding them all together. Only applicable to regular positions with a monthly rate and not positions that are paid hourly. |
| Annualized TBH Salary | This total is calculated by multiplying the monthly base salary of each To Be Hired position that has been submitted to the Budget Office under this line item by twelve (12 months) and then adding them all together. |
| Base Available | This total is calculated based on your baseline budget minus your annualized base salary and annualized TBH salary. |
Additional Detail
You can click on hyperlinks in the Baseline Budget, Annualized Base Salary, Annualized TBH Salary, or Base Available totals to view the specific employees whose salaries are included in the total.
1. Click on a hyperlink to view additional details.
2. Select the type of details you would like to view.
With the exception of the Annualized TBH Salary Drill Report, each of these options will take you to the same detail report.
Baseline Position Budget Detail Report
The table at the top shows the report result information from the previous screen.
The table on the bottom shows the same chartfield but with the Jobcode Description, Position Number, Position Number Legacy, Employee ID, CHRIS ID, Position Description, Employee Name, Employee Class, Union Code, Position Status, Actual FTE, and Annualized Base Salary for each of the positions associated with the chartfield. Depending on which report drill down you selected on the previous screen, you may see all positions, only permanent positions, or only to be hired positions.
3. To go back to the main report, simply click on the Budget Management tab.
Need More Help?
For technical assistance with TitanInsights, please contact the IT Help Desk at [email protected] or 657-278-7777.
For assistance with the Budget Management reports and data, please email [email protected] or visit the Resource Planning & Budget website to submit an inquiry.