Adding a Funding Distribution

   Overview   

This article covers how to add a funding distribution to a position including the adjusting effective dates, also known as time bands.

 

  1. Step 1

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

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

 

  2. Step 2

The 06.05 Edit Funding Distribution page is displayed with available position funding distributions.

Click the appropriate Funding Distribution row. 

Example shown here: Row 1826000DRA1036-Drake - 210XXXXX - Jason Newton

  3. Step 3

Click the Add Funding Distribution button. 

  4. Step 4

The Add Funding Distribution menu is displayed with the corresponding Position Comp and HR Dept ID displayed.

Enter the appropriate information in the Combo Code field. 

Example shown here: 18140040031001

  5. Step 5

The Effective Date field is also known as time band information and indicates when the funding distribution should be applied. Effective Date and Distrib % must cover the entire Fiscal Year and not exceed 100% for any time band.

Enter the appropriate information in the Effective Date field.

Example shown here: 02/01/2026

  6. Step 6

Click the Add Funding Distribution? checkbox.

  7. Step 7

The Add Funding Distribution button is now functional.

Click the Add Funding Distribution button. 

  8. Step 8

The new funding distribution is added to the selected position.

Click the Minimize [>] button to see additional columns.

  9. Step 9

If the Effective Date and Distrib % fields have the appropriate time band and percentage information, the Status column will show Funding Complete. 

  10. Step 10

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. 

  11. Step 11

The Position Funding Locked? column is updated, and all other fields are locked from edits.

  12. Step 12

To reset the funding distribution, first,

click the Lock Funding Distributions? checkbox to uncheck.

  13. Step 13

The funding distribution is unlocked and editable.

Click the Reset Funding? checkbox.

  14. Step 14

With the Reset Funding checkbox selected, the Reset Planned Distribution button is available.

Click the Reset Planned Distribution button. 

  15. Step 15

The original funding distribution is displayed along with a "Process Successful." message. 

Additional Resources:

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