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 CSUF Data Warehouse (OBIEE).
2. Click on Dashboards and select Budget Management.
- Click on the Dashboards menu in the CSUF Data Warehouse.
- Select Budget Management.
3. Click the Baseline Position Budget tab on the Budget Management dashboard.
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 (page) 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 2017-2018 = 2017). |
| 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. |
| Sub-Division/College | The specific campus sub-division(s) or college(s) for which you wish to view data. |
| 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. |
| Department | The specific department ID(s) for which you wish to view data along with the name associated with the department ID(s). |
Report Parameters and Available Column Headers
Just under the report filters are the report parameters and the available columns headers for the report results table.
Report Parameters
As of Date will show when the data was last updated with the budget data, HR data on number of FTEs and Annualized Base Salary, and PBPS data on Annualized TBH Salary.
Therefore, the report will be showing year-to-date information for the selected fiscal year from July 1st through the As of Date.
The following column headers are available for the report results table.
Use the drop-down menus to select the columns you want to see on your report results table and then click OK.
For all columns except the first one, you can choose the Hide Column option to hide the column from the 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
| 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 2.75. 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 salary of each position under this line item by twelve (12 months) and then adding them all together. |
| Annualized TBH Salary | This total is calculated by multiplying the base salary of each To Be Hired position that has been added to the PBPS system 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.
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 Description, and Employee Name for each of the positions associated with the chartfield. Depending on which hyperlink you selected on the previous screen, you may see all positions, only permanent positions, or only to be hired positions.
2. To return to the previous screen, click Return below either table.
If you use your browser's Back button, you may lose the report filter that you were working with.
Need More Help?
For technical assistance with the Data Warehouse, 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].
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