·       Select Budget

·       Select Budget Profile

·       Profile Description

·       Budget Profile Group

·       Line Items in Profile

o     Line Item Code

o     Description

o     Budget Profile Group

·       Available Line Items

o     Line Item Code

o     Description

o     Budget Profile Group

A profile can have multiple profile groups to provide additional line item groupings.

1.    From the Select Budget drop-down options, select the budget for which you are building a profile.

2.    From the Step 1 - Select a Budget Profile options, click the Plus button. The Budget Profile Name window appears.

3.    In the Budget Profile Name column, enter a name for the new budget profile.

4.    In the Description column, enter a definition for the new budget profile.

5.    Click the Save button. The Budget Profile Name window closes and profile is created.

6.    From the Step 2 - Create Line Item Groups for Profile section, click the Plus button. The Create/Edit Budget Profile Group window appears.

7.    In the Budget Profile Group Name column, enter a name for the line item group.

8.    Click the Save button. The Create/Edit Budget Profile Group window closes and the new line item group name appears.

9.    Select the newly created line item group for which you want to assign line items.

10.  From the Available Line Items section, select the checkboxes next to the line items to be added to the line item group.

To quickly locate line items, use the browse row at the top of the list.

To add all the line items, select the Select All checkbox.

11.  Click the Add to Budget Group button. The line items are assigned to the group.

To remove line items to a line item group, select them from the Line Items in All Worksheets section and click the Remove from Budget Group button.

1.    From the Select Budget drop-down options, select the budget for which you are updating a profile.

2.    From the Step 1 - Select a Budget Profile options, select the profile you are updating.

3.    To create a new line item group for the profile:

a.    From the Step 2 - Create Line Item Groups for Profile section, click the Plus button. The Create/Edit Budget Profile Group window appears.

b.    In the Budget Profile Group Name column, enter a name for the line item group.

c.     Click the Save button. The Create/Edit Budget Profile Group window closes and the new line item group name appears.

d.    Select the newly created line item group for which you want to assign line items.

e.    From the Available Line Items section, select the checkboxes next to the line items to be added to the line item group.

To quickly locate line items, use the browse row at the top of the list.

To add all the line items, select the Select All checkbox.

f.     Click the Add to Budget Group button. The line items are assigned to the group.

4.    To remove a line item group for a profile:

a.    From the Step 2 - Create Line Item Groups for Profile section, select the line item group to be removed.

b.    Click the X button. The confirm delete window appears.

c.     Click the Yes button. The line item group is deleted.

5.    To add line items to a line item group:

a.    From the Step 2 - Create Line Item Groups for Profile section, select the group to which you are adding line items.

b.    From the Available Line Items section, select the checkboxes next to the line items to be added to the line item group.

To quickly locate line items, use the browse row at the top of the list.

To add all the line items, select the Select All checkbox.

c.     Click the Add to Budget Group button. The line items are assigned to the group.

6.    To remove line items to a line item group:

a.    From the Step 2 - Create Line Item Groups for Profile section, select the group from which you are removing line items.

b.    From the Line Items in All Worksheets section, select the checkboxes next to the line items to be removed from the line item group.

To quickly locate line items, use the browse row at the top of the list.

To remove all the line items, select the Select All checkbox.

c.     Click the Remove from Budget Group button. The line items are removed to the group.

1.    From the Select Budget drop-down options, select the budget profile you are deleting.

2.    From the Step 1 - Select a Budget Profile options, click the X button. The confirm delete window appears.

3.    Click the Yes button. The budget profile is deleted.