---
title: "Budget Construction Glossary"
canonical: "https://kb.uconn.edu/space/FPB/10942120150/Budget%20Construction%20Glossary"
format: markdown
---
There may be terms you come across when navigating the Budget Construction document that you are unsure of. This table lists all relevant terms you may need explanations for. Scroll down for commonly-used acronyms.

| Term | Definition |
| --- | --- |
| Account Lock | Occurs when a user displays a Budget Construction document in edit mode. |
| Account Transaction Lock | Issued for each funding line when a user submits Salary Setting by Position/Incumbent change; only exists during the time it takes to update the associated pending accounting lines contained in the Budget Construction document for the account. |
| Accounting Period | Periods to which financial transactions of any type are posted; used to define the accounting year, its subdivisions, and their attributes. Usually correspond to calendar months but may include special processing periods, such as period "thirteen" for processing year-end closing transactions. |
| Adjust by Percent | Gives the user the ability to adjust the funding by percentage or flat amount in one step; can only be used for funding lines on the Revenue tab and Contractual/Commodities funding lines on the Expenditure tab. |
| Approved Budget | Amount loaded into Budget Construction on July 1 into both BB and CB balance types. |
| Balance Type | The type of balance associated within a given transaction. The types most commonly referred to in the Budget Construction module are Base Budget (BB) and Actuals (AC). |
| Base Budget | Permanent budget (balance type BB) posted to the General Ledger in Prior Fiscal Year. |
| Current Budget | Balance type CB, used to track all budget changes throughout the fiscal year. The Current Budget balance for an account is not used during the following budget cycle. |
| Contractuals / Commodities | Non-salary expense object codes pre-populated with prior year base budget amounts. |
| Controls | Third tab in System Information section; allows for BC Processors to pull up or push down a BC document within the related organization hierarchy. |
| Current YTD Actuals | Displays the accumulated total for Actuals posted to the General Ledger in the Current Fiscal Year-to-Date for the object code. |
| Expenditure Tab | Where most of the work is done during the budget cycle; made up of six budget columns: Prior Year Actuals, Current YTD Actuals, Base Budget, Requested, % Change, and Total Requested FTE. |
| Forecast | When adjustments are made to the Approved Budget, the new balance becomes the year-end projection or the forecast for the year. |
| FTE | Full-Time Equivalent (FTE) –  a way to measure a worker's time and effort. An FTE of 1.0 means that the person is equivalent to a full-time worker, while an FTE of 0.5 means that the worker is only half-time. |
| Funding Lock | Issued for accounts associated with the displayed funding lines where the user has edit access and is using the Budget Construction Salary Setting by Position or Budget Construction Salary Setting by Incumbent screen. |
| Incumbent | An employee who occupies a position. |
| Level Chart/Org | Represents the Office of Budget & Planning regardless of the Current Level value listed. |
| Lock Monitor | For Office of Budget & Planning use only; used to look up documents currently locked by Budget Construction Processors / Fiscal Officers during the Budget Construction Process.<br>You may want to contact the person to release the document. The lock is only in effect until the nightly processing is completed, and then all locks will be released. The Office of Budget & Planning is authorized to release the lock as a last resort. |
| My Accounts | List of Budget Construction documents for accounts assigned to a Fiscal Officer or Fiscal Officer Delegate. |
| My Organization | List of Budget Construction documents for accounts that report to any organization within the sub-tree you are assigned to; provides an option to load a BC document. |
| Object 4100 | Object code used to load the permanent budget into University-Supported (Ledger 2) accounts; treated as Revenue. This field is pre-loaded by the Office of Budget & Planning. |
| Object 4101 | Object code used to load the permanent fringe changes into University-Supported (Ledger 2) accounts; treated as Revenue. This field is pre-loaded by the Office of Budget & Planning |
| Object Type | Defines the general use of an object code; most commonly referred to within the Budget Construction module are Expense Expenditure (EX) and Income-Cash (IN). |
| Org Report/Dump | Used to generate a report for sub-funds within an organization or to export data to your desktop. Exported information can be updated and re-uploaded into the system using the **Request Import **button. |
| Org Salary Setting | Used to manage budget by position within a given organization; allows you to quickly get to the Position or Incumbent Salary Settings Screens without having to go through the Budget Construction document. |
| Pooled Salaries | Type of salary entry; includes all salary object codes except for 5110, 5111, and 5112, which are budgeted by position. Graduate assistants and hourly salaries are entered as an aggregate amount |
| Position Lock | Issued when a user displays the Budget Construction Salary Setting by Position or the Budget Construction by Incumbent Screen. |
| Posn Salset | Takes the user to the Salary Setting by Position Screen for object codes 5110, 5111, and 5112. |
| Prior Year Actuals | Displays the total for Actuals posted to the General Ledger in the Prior Fiscal Year for the object code. |
| Pull Up | Used to change edit access for a Budget Construction document within an organization up a level by a person who has a high level of approval or authority. |
| Push Down | Used to change edit access for a Budget Construction document down within an organization to a person lower in the hierarchy who will be responsible for budgeting a specific amount. |
| Requested | The amount you would like to budget for the next fiscal year. This field is pre-populated with the amount displayed in the Base Budget amount field. To update the amount, click into the Requested field, and enter the new amount (must be a whole number). |
| Request Import | Used to import budget request data for non-compensation funding lines in one or more BC documents from a local data file. |
| Revenue Tab | Used to display, create, update, and delete Budget Construction revenue lines. Used by the Office of Budget & Planning to load the budget control amount to the 2 Ledger accounts using object code 4100; also used to record transfer-ins from other accounts.<br>Made up of five budget columns: Prior Year Actuals, Current YTD Actuals, Base Budget, Requested, and % Change. Your task is to complete the Requested amount based on new year expectations and review of prior year actuals. |
| Salary Setting | Only displayed for object code 5110, 5111, and 5112 funding lines. Enables the user to identify how each person on your staff will be funded; information is rolled up to the summary (budget pool object) level so you can see how the dollars aggregate into your accounts. |
| System Information Tab | Summarizes the account from the current and future year, the organization where the account resides, and the level where the document currently resides within the organization hierarchy. You may push down or pull up the document as necessary. |
| TBA Position | Identify a new position created within the Budget Construction module. For budgeting purposes, you must enter the position to show how it will be funded.<br>A TBA record is indicated by the presence of a "Z" in the first character of the Position Number. TBA positions added should not be interpreted as *approved**** ***and do not replace the need for entry in Recruitment Solutions. |
| Total Requested FTE | FTEs for salary object codes. Accessible only for "group" position object codes; mandatory for salary and pooled salaries. Blank for non-salary budget types. |
| 2PLG | Pronounced "two plug." Temporary BC Salary Offset; displays the total net amount of all changes to salary object codes. As you make changes to your salary funding lines, the system will add offsetting adjustment lines to the account's expenditure budget. Must be deleted prior to completion. |

## Commonly Used Acronyms

| Acronym | Full Term |
| --- | --- |
| AC | Actual |
| BB | Beginning Balance (Accounting Period) |
| BB | Base Budget (Balance Type) |
| BC | Budget Construction |
| BO | Office of Budget & Planning |
| CB | Current Budget |
| CBI | Collective Bargaining Increases CSF – Calculated Salary Foundation Emplid – Employee ID |
| FO | Fiscal Officer |
| FTE | Full Time Equivalent |
| KFS | Kuali Financial System |
| OPAUX | Operating Fund – Auxiliary Enterprises |
| OPOTF | Operating Fund – Non-State / Tuition Fiscal Accounts |
| OPTUI | Operating Fund – State / Tuition Funded 2-L |
| RSNSF | Restricted – Non-Sponsored Program Fiscal Accounts |
| TBA | To Be Announced |

## Related Articles

> Macro (contentbylabel)