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  • Proposed Amounts

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  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 is not checked by default but is available to check if the adjustments should apply to the GAAP Original Estimate amount.
    2. Effective date is modifiable when selecting an adjustment transaction type.  Otherwise, it's an informational field only.  It
      1. When selecting Temporary or Permanent transaction types, the date automatically defaults to the first day of the fiscal year selected
      when selecting temporary or permanent transaction types
      1. .
      2. When selecting Adjustment transaction types, the date must be manually entered.
  3. Click on  to proceed with applying the proposed figures as the initial budget/revenue estimates for the fiscal year selected.