Deleting a Funding Distribution

   Overview   

This article covers how to delete a funding distribution in the Anaplan system. 

  1. Step 1

First, log into the UGA Budget Managment System (Anaplan).

Under the Position Planning section, click the 06.05 Edit Funding Distribution button. 

 

  2. Step 2

The 06.05 Edit Funding Distribution page is displayed along with the funding information.

To expand the viewable area, click the Minimize Sidebar [>] button. 

  3. Step 3

In order to delete a funding distribution, there must be a minimum of two funding lines present.

Note: If funding Effective dates (also known as Time Bands) overlap or the total Distrib % is more than 100%, Status will show as incomplete.

Example shown here: Distrib % for both lines is 100% (totaling 200%)

  4. Step 4

Click the Delete checkbox for the appropriate funding distribution.

Example shown here: 1826000EID1003 distribution line

  5. Step 5

Click the Expand Sidebar [<] button. 

  6. Step 6

The sidebar is displayed with the Delete Funding Distribution button available.

Click the Delete Funding Distribution button. 

  7. Step 7

The funding distribution line is deleted, and a "Process Successful" pop-up is displayed.

  8. Step 8

Funding Distribution Lines are processed daily.  Any changes to a distribution line must be locked to prevent being overwritten.

Click the Lock Funding Distributions? checkbox. 

  9. Step 9

The Position Funding Locked? column is updated and greyed out as well as the Status column.  

  10. Step 10

To make additional edits to the Funding Distribution line, 

click to uncheck the Lock Funding Distributions? checkbox.

  11. Step 11

The Funding Distribution line is now editable.

To return the Funding Distribution lines to their original information,

click the Reset Funding? checkbox.

  12. Step 12

The Reset Funding Distribution option is now available.

Click the Reset Planned Distribution button. 

  13. Step 13

The Reset Planned Distribution popup window is displayed.

Note: You can use the Cancel button

  14. Step 14

The Funding Distribution line is reset to the original value, and a "Process Successful." message is displayed. 

Additional Resources:

At this time, no additional resources are available for this topic.