Dear Budget Colleagues,

Managing positions sometimes require complex actions to achieve budget goals. In Position Entries Deep Dive 1, you will learn through examples how to:

  • Split fund a position

  • Change the Status of a base position

  • Split a base position into two or more sub-positions with different Statuses

  • Reassign a base position to a new Division

Please see attached file below for

User Guide

Presentation Deck Required Training

Recommended Training

All Users who completed Position Entries should  complete the Position Entries Deep Dive 1 (Course Code: CON0BG109-121521) 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