Applying Mass Adjustments Concept Applying Mass Adjustments Applying

Applying Mass Adjustments Concept

Applying Mass Adjustments

Applying Mass Adjustments Step 1 Begin by navigating to the My Planning Workspace page. Click the Planning and Budgeting menu.

Applying Mass Adjustments Step 2 Click the Activity Preparation menu.

Applying Mass Adjustments Step 3 Click the My Planning Workspace menu.

Applying Mass Adjustments Step 4 For this example, the login ID has default field selections. Accept the default values and enter a Role Name. Enter the desired information into the Role Name field. Enter "Preparer".

Applying Mass Adjustments Step 5 Click the Search button.

Applying Mass Adjustments Step 6 Use the My Planning Workspace page to perform and monitor budgeting and planning tasks, including reviewing the approval status of a plan or budget and preparing line item, position, and asset activities.

Applying Mass Adjustments Step 7 Click the Edit Adjustment link.

Applying Mass Adjustments Step 8 Use the Mass Adjustment List page to manage adjustments. You can also perform Apply and Reverse actions to adjustment IDs using this page.

Applying Mass Adjustments Step 9 In this example, ADJ 101 has been defined, but not applied. Click the Apply button.

Applying Mass Adjustments Step 10 Click the Save button.

Applying Mass Adjustments Step 11 After applying the adjustment, you have the option of unlocking the planning center or not. Click the Unlock link.

Applying Mass Adjustments Step 12 After applying a mass adjustment, you can navigate to the Line Item Details page to verify the adjustment. Click the Edit link.

Applying Mass Adjustments Step 13 Use the Line Item Details page to view, add, and modify budget amounts. Also, use this page to manually enter budget amounts for a line item; and protect a line-item budget from mass adjustments.

Applying Mass Adjustments Step 14 Next, review the mass adjustment amounts. Click the 1, 057, 025. 43 link.

Applying Mass Adjustments Step 15 The Base Budget page displays the adjustment information based on the BASBUD method.

Applying Mass Adjustments Step 16 Click the Adjustment Details button.

Applying Mass Adjustments Step 17 The Adjustment Details page displays the adjustment information. Use this information to verify the source and detail of the adjustments.

Applying Mass Adjustments Step 18 Review the adjustment details for the mass adjustment. For this example, notice the Adjustment ID is the mass adjustment you just applied.

Applying Mass Adjustments Step 19 Click the Return button.

Applying Mass Adjustments Step 20 Click the OK button.

Applying Mass Adjustments Step 21 Click the Save button.

Applying Mass Adjustments Step 22 You have successfully applied a mass adjustment. End of Procedure.