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Human Resources > Utilities > PMIS > Create Forecast Positions5
This utility allows the user to create new forecast position records based on existing position records.
If updating tables, create an export using Export PMIS Tables prior to using this utility.
Create forecast positions using the following options:
Note: By default, all fields on this page are selected. You can clear a selected field by unselecting the individual check box.
Click Execute to process the records.
Notes:
All positions and supplement positions are processed through the forecast conversion tables in order to create the new forecast position records with the associated distributions.
If the Recalculate field is selected for a supplement position, and the position is not based on a regular position, the table amount for the extra duty is applied to the position record. If the Recalculate field is not selected, the salary amount in the supplement position is not changed.
The school year value for the new position records is based on the value displayed in the Next Year field on the District Administration > Options > PMIS District Options page.
If the salary concept is different in the current and next year job tables, positions with that job are not processed.
A warning message is displayed if a first pay date/calendar code, or an extra duty code does not exist for a position in the forecast conversion tables; however, the forecast position record will still be created for the position.
The following reports are available:
Click Select All to select all reports.
Click Unselect All to clear all selections so that no reports are selected.
Click Generate Reports. The system displays the first report selected.
Review the report using the following buttons:
Click
to go to the first page of the report.
Click
to go back one page.
Click
to go forward one page.
Click
to go to the last page of the report.
The report can be viewed and saved in various file formats.
Click
to save and print the report in PDF format.
Click
to save and print the report in CSV format. (This option is not available for all reports.) When a report is exported to the CSV format, the report headers may not be included.
Click X to close the report window. Some reports may have a Close Report, Exit, or Cancel button instead.
Click Continue to view the next report, or click Return to return to the reports selection page.
Click Process to process the records.
A backup is highly recommended. Click Yes to create an export. Otherwise, click No to not create the export and continue with the process.
Type a password for the archive, and then click Continue. An export spinning wheel is displayed indicating the progress of the export process.
When the export process is completed, the File Download page is displayed.
Select Save File, and then click OK. The Save As dialog box is displayed. Otherwise, click Cancel to close the dialog box.
In the Save As field, click
to navigate to the appropriate folder.
In the File name field, the file name is set to dbcccddd_pmis_mmddyyyy.rsf, where cccddd is the county-district number and mmddyyyy is the current date.
Click Save. Otherwise, click Cancel to close the Save As dialog box without saving
the file.
Click Cancel to return to the Create Forecast Positions page without creating any forecast positions.
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