Budget Module

Jenzabar J1 Desktop and JICS Budget provide a collaborative tool for building and approving budgets. Budget Officers can create, review, distribute, update, and approve a budget within a secure and integrated environment. J1 Desktop and JICS Budget allow you to:  

·       Create, maintain, approve, and monitor your school's annual budget.   

·       Create a master budget and distribute line items to component worksheets that can be delegated to users assigned to specific worksheet roles. These roles determine what capabilities the user will have permission to access.

·       Utilize automatic notifications for budget events to keep selected stakeholders informed.

·       View a 'big picture' of the budget using personalized budget profiles.

·       Create various budgeting scenarios.

·       Enter proposed amounts into worksheets based on automatically calculated formulas.

·       Begin the budget process quickly by copying a prior year's budget amounts and its related worksheets and budget officer assignments.

·       Export budget data to Excel for additional data manipulation.

·       View historical data to the transaction detail level for use in forecasting future budgets.  

·       Add and access important attachments and comments facilitating easy collaboration between budget officers and providing important justification details in various formats.

·       Easily submit, review, update, cancel, and approve or deny budget adjustments to board-approved budgets for review and approval.

·       View any existing contact profile information for budget officers throughout the budget life cycle.

Capabilities vary according to whether a user is using J1 Desktop or JICS Budget, J1 Desktop Budget settings, and the role to which the user is assigned to a worksheet. For more information, see the Budget module online Help.

Configuring the Budget Module within G/L

1.    Access the G/L Configuration window.

2.    Select the Budget tab.  The Budget tab appears.

3.    From the Advanced Budget Module options, select from the following checkboxes.

o     Select Hide General Ledger Module windows and fields that display budget information

o     Select Use Budget Pools created in Budget Module to trigger spending warnings and errors

4.    Click Save.

G/L Windows Impacted by the Budget Module

Depending upon your Budget module configurations, various G/L windows and fields related to the traditional G/L budgeting capabilities may be concealed. The following tables list the windows and fields impacted with the Budget module configurations.

The following table outlines the G/L windows concealed when the Hide General Ledger Module windows and fields that display budget information checkbox is selected:

G/L Windows Hidden

·       Budget Changes By Control

·       Budget Control

·       Projected Budget Control Window

·       Projected Budget Changes Window

·       Budget Maintenance Window

·       Budget Inquiry Window

·       Projected Budget Updated Fields Window (Projected Budget Control | right-click on a row and choose Projected Budget Update Fields)

·       Variance Report Window

The following table outlines the G/L fields concealed when the Hide General Ledger Module windows and fields that display budget information checkbox is selected.