Products

Personnel Budgeting

Bulk Upload for Allocations

Personnel Budgeting’s Allocations now support bulk upload (I.e., import) via CSV! To get started with bulk upload of allocations, please follow these steps after clicking the “Bulk Upload” button on the Data Model Manager > Allocations tab:

• Step 1: Download the ClearGov Allocations Template (via in-app Bulk Upload menu).
• Step 2: Open the CSV template and populate with your allocation information.
• Step 3: Click “Start” and upload your allocation information file.

If split allocations are needed, add rows for each split directly below the job that requires split allocations. Each row for a job’s split allocations must include the Job Title and Job Code. All splits for a given allocation need to add up to and not exceed 100%.

In the template, if a Percent (%) column is blank, then that indicates that the Job is not eligible for that Additional Pay or Benefit and should not be allocated (leave the ineligible Account ID and Percent (%) columns blank for that Job's row).

Please note partial imports are not supported. All eligible allocations must have Account ID and Percent (%) values. In addition, any changes made to allocations in the uploaded template will overwrite existing allocations in Personnel Budgeting.

Applications

Statement Builder

MD&A Multi-Year Statements

Users can create the required MD&A statements of Net Position and Changes in Net Position that compare multiple years from Statement Builder. These statements are grouped in the MD&A Section.
 

Additional Columns within Budgetary Comparisons

Users can now add columns to Budgetary Comparison statements in the Governmental and Proprietary section. To add additional columns, click the Statement Settings button. Next, select the + icon beside a row. Provide a description and drag it wherever you want it positioned within the statement. Commonly, users will add a Prior Year column to these statements.