---
title: "Understanding the Budget Construction Selection Screen"
canonical: "https://kb.uconn.edu/space/FPB/10942119950/Understanding%20the%20Budget%20Construction%20Selection%20Screen"
format: markdown
---
Numerous options are available for use on the **Budget Construction Selection** screen.

## Navigation

1. On the **Left Navigation Pane**, click **Budget**.  
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2. In the **Activities** section, click **Budget Construction Selection.**  
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3. The Budget Construction Selection screen has multiple options available for use based on the action you would like to take. Below is a chart with options and the appropriate reason to use each option.

| <span style="color: #000000">**Option**</span> | <span style="color: #000000">**Reason for Use**</span> | <span style="color: #000000">**Process**</span> |
| --- | --- | --- |
| ![my accounts](media://3ccaee0d-f173-43ac-98f3-eb8b06c3a22d) | For <u>Fiscal Officers</u> or <u>Fiscal Officer Delegates</u>: use to view a list of Budget Construction documents for all budgeted accounts.<br>If not a Fiscal Officer or Fiscal Officer Delegate, the following message will be displayed: "There are no budgeted accounts where you are the account's fiscal officer or delegate." | [Opening a BC Document Using "My Accounts"](https://uconn.atlassian.net/wiki/spaces/FPB/pages/10942119971) |
| ![my organization](media://5176bafb-7e1d-466a-bf9a-1c95515a89c7) | <u>For BC Processors:</u> use to view a list of Budget Construction documents for accounts that report to any organization within the sub-tree you are assigned to. Point of View dropdown uses organization hierarchy. | [Opening a BC Document Using "My Organization"](https://uconn.atlassian.net/wiki/spaces/FPB/pages/10942119963) |
| ![load document](media://4faaec86-ce24-44e9-8b5a-1da3674e342d) | Use to open a Budget Construction document for a specific Account or Account/Sub-Account combination. Use the Account and Sub-Account fields to identify what document you wish to open. | — |
| ![org salary settings](media://a2d054d2-8cb6-475b-aa65-dd4061b8a30a) | Use to manage budget by position within a given organization. | [Budgeting by Position for an Organization](https://uconn.atlassian.net/wiki/spaces/FPB/pages/10942120020/Budgeting+for+Salaries#_Budgeting_by_Position) |
| ![org report slash dump](media://87fda4ba-45c3-4613-a1f2-eefc43c1c06f) | Use to generate a report for sub-funds within an organization.<br>Use to export budget data by sub-funds within an organization. Export information can be updated and re-uploaded to the system using **Request Import**. | [Generating a BC Canned Report](https://uconn.atlassian.net/wiki/spaces/FPB/pages/10942120098/Using+the+Lock+Monitor+Screen#_Generating_a_BC)   
  
[Exporting Funding Lines](https://uconn.atlassian.net/wiki/spaces/FPB/pages/10942119991) |
| ![request import](media://314ff05c-ef13-4d64-9063-2462234b1b70) | Use to import budget request data for non-compensation funding lines in one or more BC documents from a local data file. The tool operates under the organizational hierarchy rules of the BC security model. | [Importing Requested Amounts for Revenues, Contractuals/Commodities and Transfers](/wiki/spaces/FPB/pages/10942120007) |
| ![lock monitor](media://594f2b57-5fb0-4338-a762-22f53b0fa710) | Use to look up documents currently being locked by BC Processors/Fiscal Officers during the Budget Construction process. | [Using the "Lock Monitor" Screen](https://uconn.sharepoint.com/sites/ITSPMO/Shared%20Documents/Training/KFS%20Budget%20Construction%20Project/lock#_Using_the_)   
  
[Saving and Closing a BC Document (Session Timeout and Cleanup)](https://uconn.atlassian.net/wiki/spaces/FPB/pages/10942120096) |
| ![org pull up](media://ce211614-f0e7-4180-86d5-15a8ab98f643) | Use to navigate to the Organization Selection screen and pull up BC documents associated with the selected organization in the sub-tree user is assigned to. | [Pulling Up and Pushing Down BC Documents](https://uconn.atlassian.net/wiki/spaces/FPB/pages/10942120110) |
| ![org push down](media://d78bfe4b-4d4d-4469-b6c9-f9adc72d5ef7) | Use to navigate to the Organization Selection screen and push down BC documents associated with the selected organization in the sub-tree user is assigned to. | [Pulling Up and Pushing Down BC Documents](https://uconn.atlassian.net/wiki/spaces/FPB/pages/10942120110) |

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