ROLL-UP TABLE OVERVIEW
Tables are the hierarchical relationships in the management
reporting trees. The Roll-Up Table Maintenance Document
(AC2304) is the authorization issued by an Agency and
Division of Budget (DOB), for the Office of the State
Comptroller (OSC) to enter the 'Reports
to Unit Number' in the system. These 'Reports to
Unit Numbers' begin with the cost center number at the
bottom of the reporting tree, and point to the next level
in the reporting tree. The second level then points
to the third and so on.
Table Maintenance Document provides information to change
the fund, organization, program and project hierarchies
in the following ways:
- add a reporting level.
- change the 'Unit Description' or
'Report to Unit Number'.
- delete a reporting level.
ROLL-UP TABLE FLOW
Roll-Up Table Maintenance Documents are completed by agencies.
After the documents are completed, they are batched and
sent to DOB. DOB reviews and authorizes the document,
and sends the batch to OSC for log-in, review and data
entry. The approved Roll-Up Table Maintenance Document
is the authorization for OSC action.
Roll-Up Tables are established they continue to exist
year after year, unless a delete action is initiated by
the originating agency.