Levels

 

Organizational levels are built automatically from your chart of accounts based on the Reports To field in the Organization table. Each user of Budget Construction is placed somewhere in the organization hierarchy when the user's role is assigned. As soon as a user opens a document, his or her level is displayed in the Budget Construction Document, and this indicates how many levels he or she can pull up or push down the document.

 

For example, if the BL-1031400 account belongs to the Psychology (PSY) department, which reports to the Arts and Science School (ARSC), which reports to the Bloomington campus (BL), which ultimately reports to IN-UNIV (Indiana University), you may place Budget Construction processors at each level of the organization as shown in the organization tree on the right.

 

Then each Budget Construction processor can pull up and push down the Budget Construction Document for the levels they are assigned to.

 

The following chart summarizes the activities each user shown in the figure above can perform based on the organization hierarchy.

 

User capabilities at each level of the sample organization

Level	Description	Role	Actions
0	Account Level Update Access	Fiscal Officer or Account Delegate	Can use my accounts Can update the budget for the accounts Can use account reports Can import non-compensation budget
1	BL-PSY: Psychology	BC Processor (BL-PSY)	Can use my organization Can pull up from Fiscal Officer. Can import non-compensation budget Can use organization reports
2	BL-ARSC: Arts and Science	BC Processor (BL-ARSC)	Can use my organization Can pull up from or push down to Fiscal Officer or BC Processors below this level. Can import non-compensation budget Can use organization reports
3	BL-BL: Bloomington Campus	BC Processor (BL-BL)	Can use my organization Can pull up from or push down to Fiscal Officer or BC Processors below this level. Can import non-compensation budget Can use organization reports
4	IU-UNIV: University Level	BC Processor (IU-UNIV)	Can use my organization Can pull up from or push down to Fiscal Officer or BC Processors below this level. Can import non-compensation budget Can use organization reports Can unlock documents Can load union pay rates

More:

Budget Construction Security Model (Locking)