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Existing proposed budget and anticipated revenue amounts appear on the grid based on the fiscal year selected.     

Create Proposed Amounts

To enter proposed amounts manually, use the  option.

  1. From the menu, select 'Budgeting' and click on 'Proposed Amounts'.
  2. Click on  
    1. Click on the down arrow to select a budget account or start entering the budget account.  You can filter the accounts by entering '-' between dimensions.  
    2. Enter a fiscal year.
    3. Enter an Amount.
    4. To save the proposed amount, click on .  The account with its proposed amount will be added to the grid.

View a Proposed Amount

  1. From the grid, search the desired account and click on  to view the details of the proposed amount.

Edit a Proposed Amount

  1. From the grid, search the desired account and click on to edit the fiscal year or proposed amount.

Delete a Proposed Amount

  1. Per account: From the grid, search the desired account and click on to delete the proposed amount for that account.  Click on 'delete' to confirm deletion.
  2. Mass Delete: From the grid, click on the checkbox for the proposed amounts you want to delete and click on the  button to mass delete all checkmarked accounts.

Applying Proposed Amounts

Once all of the proposed amounts are set and ready to be applied as the initial budget and/or revenue figures for a particular fiscal year, click on the  option. 

You cannot choose specific accounts to apply amounts to. It will apply the amounts to all accounts on your proposed amounts grid.

  1. Select the Fiscal Year (from the grid) you want the figures applied to.
  2. Click on .  The following box will appear:

    1. Transaction Types include:
      1. If 'Temporary' is selected, checkmarking 'full year' indicates the temporary initial budgets hold true for the entire year.
        1. If 'Temporary' is selected and 'full year' is not checkmarked, this indicates the temporary initial budgets could change during the fiscal year
      2. If 'Permanent' is selected, 'full year' is checkmarked automatically and cannot be unchecked.  This indicates these are permanent initial budgets.
      3. If 'Adjustment' is selected, it adjusts the existing budgets via additions/deductions.  The 'Update the GAAP Original Estimate' amounts box defaults to being checked but you have the option to uncheck it.
    2. Effective date is modifiable when selecting an adjustment transaction type.  Otherwise, it's an informational field only.  It automatically defaults to the first day of the fiscal year selected when selecting temporary or permanent transaction types.
  3. Click on  to proceed with applying the proposed figures as the initial budget/revenue estimates for the fiscal year selected.

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