Learn how University of Texas at Arlington is using the delivered Allocations process to create budget journals for the new year.  During this presentation we will be reviewing both the business process to identify funds qualified to be rolled as well as the setup required in order to get this accomplished. Worried about how to validate that the correct funds were picked up? The presentation will include a discussion into this topic and what UT Arlington is doing to confirm the amounts are correct. The University of Texas at Arlington uses PeopleSoft Portal, Campus Solutions (CS), Human Capital Management (HCM), and Financial Supply Chain Management (FSCM) applications. UT Arlington is currently on PeopleSoft 9.2 and have been recently upgraded to PeopleTools 8.59.06. This presentation will provide insight into how UT Arlington has implemented a new process for new budget year to be loaded based on current available balances based on funding roll rules. This presentation will help users answer the following questions:
• What are Allocations and how do we navigate to the pages related to this functionality?
• What are the pages in Allocations functionality that were used?
• What would we need to do to implement similar functionality?
• What was the business process used by UT Arlington to identify which budgets would be 'rolled' to the new year
• How were Allocations setup to identify and create Budget Journals that adhered to the Allocation Rules?
• How do I design Allocations for Budget Journals that benefit my organization?
• Can Allocations be updated/modified/maintained by a non-technical resource?
• What could be done better/areas of improvement?
• Delivered and customized solutions that are opportunities.

Allocations are delivered PeopleSoft functionality by Oracle. University of Texas at Arlington has implemented these rules in 9.2 for a variety of functions, however, the focus of this presentation is how these were leveraged for Budget Journal loads for a new budget year.