All Positions
In Allovue Balance Budget (1.0) the All Positions displays all available positions within an organization.
Upload Positions
In Allovue Balance Budget (1.0), select Budget.
Select All Positions.
Select Upload Positions.
Select Download CSV Template.
Modify your template.
Select Upload Your CSV.
Upload Positions Details
Field | Examples |
|---|---|
budget | Name of Budget |
position_code | 569930 |
employee_code | 138930 |
job_code | 12345 |
fte | .75 |
notes | Notes about the position |
Export Positions
In Allovue Balance Budget (1.0), select Budget.
Select All Positions.
Select Export Positions.
Select Download CSV Template.
Choose CSV or Excel (XLSX).
Export Positions Details
Export | Fields | Format |
|---|---|---|
Positions |
| CSV | Excel (XLSX) |
Filter Positions
Users can filter the positions available to them on the All Positions page. The following fields are available to use as a filter:
Field | Details |
|---|---|
Position ID | |
Job Title | |
Employee | |
Budget | |
Position Type | |
FTE | |
Funded | |
Notes | |
Created at |
Edit Position
In Allovue Balance Budget (1.0), select Budget.
Select All Positions.
Choose the position you would like to edit and select the gear icon.
Select Edit Position.
If desired, modify the funding source and select Next.
If desired, modify the Allocation Details and select Next.
Select Save to apply your changes.
Delete a position.
In Allovue Balance Budget (1.0), select Budget.
Select All Positions.
Choose the position you would like to delete and select the gear icon.
Select Delete Position.
Confirm that you would like to delete the position by selecting Delete.
Change Log
In Allovue Balance Budget (1.0), select Budget.
Select All Positions.
Choose the position you would like to delete and select the gear icon.
Select Delete Position.
Confirm that you would like to delete the position by selecting Delete.