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How can I budget the salary of someone if I don't own the position, but I pay part of their salary?

Most panels in the Position Planning path are organized based on the org which owns the position in Peoplesoft. If you don't have access to the position which owns the person you would like to budget, you have two options:

  1. Communicate with the department who owns the position you'd like to budget. Ask if they are planning to budget this position in Tidemark. If they are, they will be able to allocate the employee's salary to any PTA in the university, including yours. Once they budget the salary and assign the Labor Distribution for the position you're working on, you will be able to see the LD allocation on the "Approve charges for Positions in another department" panel. Here you can put a "1" in the "Labor Distribution PTA Approved Indicator" column. This will approve the salary to be added to your PTA. If you do not want to coordinate with the position owning department, or that department is not doing position planning in Tidemark, use the second option.
  2. Budget your expense as a salary reserve. Go to the "Monthly Reserve Adjustment" panel in Compensation planning. Click on the itemization icon on the left side of the screen then click on the   "New" button in the lower left corner to create a new itemization. Double-click in each itemization field to select values. In the description or notes field, enter information about the position you are budgeting.   You can enter separate itemizations for each position you would like to budget. These will be aggregated and included in your budget as soon as you click Apply.