--- title: "Pulling Up and Pushing Down BC Documents" canonical: "https://kb.uconn.edu/space/FPB/10942120110/Pulling%20Up%20and%20Pushing%20Down%20BC%20Documents" format: markdown --- > ℹ️ See [Understanding the Budget Construction Selection Screen](https://uconn.atlassian.net/wiki/spaces/FPB/pages/10942119950) and [Navigating the Budget Construction Document](https://uconn.atlassian.net/wiki/spaces/FPB/pages/10942119974) before reading this process. As a reminder, documents within the Budget Construction module do not go through workflow; thus, BC documents do not route for approval. Instead of workflow, a BC document for the given account will go through a process of being pushed down to a lower level or pulled up to a higher level within the organization hierarchy in order to give edit access to the appropriate BC Processor or Fiscal Officer. When the budget cycle opens, the Office of Budget & Planning will push down all BC documents to the organization level. At that point, it will be the BC Processor(s) decision on whether BC documents will be pushed down to the individual organizational levels within the organization hierarchy. You can pull up and push down individual BC documents by account as well as multiple BC documents by organizations. ## > Macro (anchor) Pushing Down by Account To gain edit access to a BC document, the document must be at the Level Chart/Org that matches the BC Processor chart/organization assignment. Thus, you would use the push down functionality to give edit access to BC documents currently at your level to BC Processor(s) at a lower level in the organization hierarchy. 1. Open the Budget Construction Document you would like to push down. 2. Verify the message **"*****Edit access granted*****"** is at the top of the screen. 3. In the **System Information** tab, select the level you would like to push the document down to. 4. Click **Push Down**. 5. Verify the message **"*****View only access granted*****"** is at the top of the screen. # > Macro (anchor) Pulling Up by Account As a BC Processor, you will be able to pull up BC documents for accounts at a lower level in the organization hierarchy you are assigned to. 1. Open the Budget Construction Document you would like to pull up. 2. Verify the message **"*****View only access granted*****"** is at the top of the screen. 3. On the **System Information** tab, click **Pull Up**. 4. Verify the message **"*****Edit access granted*****"** is at the top of the screen. ## > Macro (anchor) > Macro (anchor) Pushing Down by Organization To gain edit access to a BC document, the document must be at the Level Chart/Org that matches the BC Processor chart/organization assignment. Thus, you would use the push down functionality to give edit access to BC documents currently at your level to BC Processor(s) at a lower level in the organization hierarchy. 1. On the **Budget Construction Selection** screen, click **Org Push Down**. 2. On the **Organization Selection** screen, use the **Select Point of View** dropdown to select the organization you would like to view. The organization(s) you are assigned to as a BC Processor will be listed in the dropdown. 3. Use the **Action** arrow(s) in the **Organization Sub-Tree** section on the **Organization Selection** screen to drill down and find the organization(s) whose documents you wish to push down. :warning: Note: The Organization Sub-Tree follows the Organization Hierarchy defined on the Chart of Accounts module. 4. Use the **Selected** dropdown to the left of the organization to select an option or use the buttons at the bottom of the **BC Pull Up Organization Selection** tab to set all the organizations within the view to the same option. 5. For the purpose of this example, click **Set Org**. Under the **Push Down Candidates** tab, click **View** for the **List Pushdown Candidate Documents** option. Click **Push Down** to review the documents that will be pulled up. > Macro (inline-media-image) :warning: Note: There may be a message at the top of the screen saying "There are no budgeted accounts for the selected organization(s) at the point of view level: UC ####.()" This means that the BC documents for the accounts within the organization hierarchy are already at your level or above your level, and you are unable to pull up the documents to your level at this time. You can only pull up documents below your level within the organization hierarchy. 6. The **Budget Construction Account Select Lookup** screen will display with the list of documents that are push down candidates. 7. Click **Cancel **to return to the **Organization Selection** screen. 8. Click **Push Down** at the bottom of the **Organization Selection** screen. 9. Verify that the message at the top of the screen reads "The selected Push Down was successful." ## > Macro (anchor) > Macro (anchor) Pulling Up by Organization As a BC Processor, you can pull up BC documents for accounts at a lower level in the organization hierarchy you are assigned to. In this example, if you are the BC Processor for Organization *1247 – Fine Arts*, you can pull up BC documents for accounts assigned to any organizations that report to organization 1247 in the organization hierarchy. See the chart below. | | | | | --- | --- | --- | | **Organization Code** | **Organization Name** | **Reports to Organization** | | **1247** | Fine Arts Dean | 1052 | | **1249** | Benton Museum of Art | 1247 | | **1250** | Art and Art History | 1247 | | **1252** | Dramatic Arts | 1247 | | **1255** | Music | 1247 | | **1577** | Jorgensen Performing Arts Center | 1247 | | **1726** | Digital Media Center | 1247 | | **1835** | Digital Media and Design | 1247 | | **1858** | Ballard Institute and Museum of Puppetry | 1247 | :warning: Note: When you have completed budgeting for your account(s)/organizations, it is your responsibility to notify the BC Processor above you in the organization hierarchy. At that time, they will pull up the BC documents within your organization in order to perform reconciliation and make any necessary changes. 1. On the **Budget Construction Selection** screen, click **Org Pull Up**. 2. On the **Organization Selection screen**, use the **Select Point of View** drop-down to select the organization you would like to view. The organization(s) you are assigned to as a BC Processor will be listed. 3. Use the **Action** arrow(s) in the **Organization Sub-Tree** section on the **Organization Selection** screen to drill-down and find the organization(s) whose documents you wish to pull up. Note: The Organization Sub-Tree follows the Organization Hierarchy defined on the Chart of Accounts module. 4. Use the **Selected** dropdown to the left of the organization to select an option, or use the buttons at the bottom of the **BC Pull Up Organization Selection** tab to set all the organizations within the view to the same option. 5. Select the **Set Org & Sub Org** button next to the Org you are trying to pull up. 6. Under the **Pull Up Candidates** tab, click **View** for the **List Pullup Candidate Documents** option. This will allow you to review the documents that will be pulled up if you click the **Pull Up** button. > Macro (inline-media-image) :warning: Note: There may be a message at the top of the screen saying "There are no budgeted accounts for the selected organization(s) at the point of view level: UC ####.()" This means that the BC documents for the accounts within the organization hierarchy are already at your level or above your level, and you are unable to pull up the documents to your level at this time. You can only pull up documents below your level within the organization hierarchy. 7. The Budget Construction Account Select Lookup screen will display the list of documents that are pull-up candidates. Click **Cancel** to return to the Organization Selection screen. 8. Click **pull up** at the bottom of the **Organization Selection** screen. 9. Verify the message at the top of the screen reads: "The selected Pull Up was successful." ## Related Articles > Macro (contentbylabel)