PeopleSoft Tips and Tricks
&
Hyperion PSPB
(Public Sector Planning and Budgeting)
Mary Simon, Sr. Director
Budget Planning and Development
April 15, 2015
PeopleSoft Tips and Tricks
To view Absence history and absence balances
PeopleSoft Tips and Tricks
PeopleSoft Transactions (refer to http://www.utsa.edu/financialaffairs/accounting/)
PACxxxxxxx
PPAxxxxxxx
Accounts Payable transaction; Voucher Id = Document ID
EACxxxxxxx
EPAxxxxxxx
Travel & Expense transaction; Report ID = Document ID
UTZxxxxxxx
Banner deposit interface; also, Query for departments to use to get more details of
what makes up the balance on the Banner file: UTS_BANNER_DD_JRNL_CC_PROJ
or UTS_GL_BANNER_DD_JRNL_DTL)
TJLxxxxxxx
Treasury Journal transaction; Used to record transactions that process through the
Bank (i.e. wire payments)
HPYxxxxxxx
Payroll interface from HCM; detail does not show up on the Budget Overview, however
is part of the MFR reports. Corrections to payroll must be requested via Department
Budget Table (DBT) process
SCxxxxxxxx
Entry to record IDT expenses from Service Center (ie, mail charges; UC usage, etc)
AMxxxxxxxx
This is an entry from the Asset Management Module
Transfers between cost centers are recorded as a Budget Transfer Adjustment in Commitment Control.
PeopleSoft Tips and Tricks
Reminders:
 Departments are reminded to use speedcharts.
This will save on data entry and alleviate keying
errors.
 Transactions that hit a balance sheet account (i.e.
Housing deposits) will not show on the budget
overview screens. The budget overview reflects
revenues and expenses.
Hyperion Public Sector
Planning and Budgeting
(PSPB) Update
Hyperion PSPB
 Go Live Date postponed by one week and scheduled for Monday, April 27th
 Training for Area Budget Coordinators has been rescheduled for week of
April 27th.
 Budget Office is preparing data files for Area Budget Coordinators (approx.
60 users) to assist them in the review of Budgets and Positions being
loaded.
 Hyperion Smart View will be available for Hierarchical reporting
(department hierarchy; roll up by VP); Area Budget Coordinators will need
to install Excel 2010.
 Routing of cost center budgets will not be implemented until next year;
therefore, Area Budget Coordinators will notify VP Area Budget
Coordinator once budgets are ready for review.
Hyperion PSPB
 Position will load to Hyperion as of 4/12/15 or later.
 All A&P, Classified, Tenure (FA1) and Non-Tenure (FA2) will be loaded
based on current compensation rates.
 Unable to load Academic Rate for Faculty since data is not housed nor
maintained in HCM; therefore, only Faculty contract pay will be loaded.
 Budget Coordinators will review and adjust budgeted salary amounts as needed.
 If a position is not permanently budgeted, position will need to be removed.
 Hyperion is not a transactional based system; therefore, excel
spreadsheets will need to track detailed changes to Cost Center accounts.
 Hyperion will provide the ability to attach supporting documents, such as
excel spreadsheets.