Dear Budget Colleagues,

New for 2023-24 is Position budgeting with HCM Position Number. The Position tab in Expenditures by Division (3000) is used to capture regular, limited and special class change requests for positions budgeted for a specific Division. Learn how to change base positions, upload special class entries and run delta projections that allow real-time reporting.

Required Training

Department and Mayor's Budget Office users must complete the Position Entries (Course Code: CON0BG102-121321) course in SF Learning if they did not attend the live event prior to gaining access to the new budget system. Check out the SF Budget Training Series on the SF Budget Academy page.

Please see attached file below for:

User Guide

Presentation Deck Required Training