Budget Development Step-by-Step Guide

Budget Development Guide

This document provides step-by-step guidance for developing budgets via the Budget tab in Duke@Work. 

Review the entire document or use the links below to reference specific sections. 

Contents

1. Non-Position (Non-Personnel) Budgeting
   • Accessing the Non- Position Layout and Loading Data
   • Entering Budget Data in the Layout
     • Populate the New Budget Using Inflate
     • Manually Enter or Adjust the New Budget
   • Create a New Line
   • Enter the New Budget by Unit and Rate
   • Change Spread Codes and Manually Spread New Year Budget
   • Enter Transfers/Offsets for Appropriations
2. Non-Position Upload
   • Accessing the Non-Position Upload in the Budget Tool
   • Using a Template to Enter Budget Data
   • Uploading
3. Position (Personnel) Budgeting
   • Accessing the Position Layout and Loading Data
   • Navigating the Funded, Owned, and Student Layouts
     • Funded Tab
     • Owned Tab
     • Student Tab
   • Entering the Budget for Positions
     • Inflate Salary
     • Manually Enter or Adjust Any New Year Budget Input Columns
   • Create a New Position
   • Change a Single Salary
   • Add New Funding
   • Adding or Changing Supplements/Provisions
   • Copy Current to New Cost Distribution
   • Copy All Funded Salaries to Owned Layout
   • Change Position Master Data (Owned Layout)
4. Funded Position Upload
   • Accessing the Funded Position Upload in the Budget Tool
   • Using a Template to Enter Budget Data
   • Uploading
5. Owned Position Upload
   • Accessing the Owned Position Upload in the Budget Tool
   • Using a Template to Enter Budget Data
   • Uploading

Budget Training - Development