How to Generate OSPB-LegTrack-001 - Analyst Version with Extra Views Report from infoAdvantage

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Summary:  Steps on how to generate OSPB-LegTrack-001 - Analyst Version with Extra Views from infoAdvantage to aid departments in bill load process. This report is an export of PB Form Data. This report can be generated for Supplemental (100_CY_LEGISLATION), Long Bill (105_RY_LONG_BILL), and Special Bill (110_RY_LEGISLATION) bill tracking once departments enter data into PB.  The report is a direct export of the budget lines in the forms in PB with additional name detail next to codes to aid in proofing. This report also provides the appropriation unit rollup codes assigned by the OSC (appropriation group, type, class, and category).

Highlight logging in to CORE

2. Go to infoAdvantage/ Folders / Statewide Reports / Performance Budgeting / OSPB-LegTrack-001 - Analyst Version with Extra Views.

highlight selecting infoadvantage on left navigation bar
highlight arrow showing the choice of infoAdvantage and then the next step of choosing Reports and Dashboards and then infoadvantage again
Highlight selecting infoadvantage under Reports and Dashboard section
highlight selecting Statewide Reports, Performance Budgeting and the OSPB-LegTrack-001 - Analyst Version with Extra Views report
highlight selecting Performance Budgeting from the Statewide Reports section

3. Select Query

highlight selecting the Query icon

4. You will be provided with prompts such as bill number, budget layout, header org, stage number, and fiscal year. The prompt for Budget Layout Code and  Fiscal year are required.  You can narrow your search by  adding Bill Number(s), Header Org, and or, Stage Number.

highlight the prompts available like bill number, budget layout code, header org, stage number and fiscal year

5. InfoAdvantage will generate a report that has this information:

highlight report generation result
highlight report generated information
highlight report fields for reappropriated funds, constr funds

6. To export the report, click on the icon as seen below and choose Excel and choose “Reports”

highlight export icon for report
highlight Excel and reports options

7. Once you download and open the Excel file, the most important tab / information to focus on this report will be the CORE Check tab. This will tell you if you have any additional errors that PB did not identify. You will need to correct errors before the data in PB will interface with CORE.

highlight the excel download result, selecting the CORE Check tab

QUESTIONS:

If you have any problems or questions regarding this process, please contact the PB Help Desk at core.help@state.co.us