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Budget

Note

This functionality is also available on the J1 Web Budget Activity page. If your school has migrated from using the Campus Portal feature to working in J1 Web, see the following topic: Budget Activity.

The Budget portlet is accessible from any web-enabled device and works in conjunction with Budget. The Budget portlet can be used to:

View budgets and worksheets and verify their status

  • Enter and update budget amounts

  • View two years of prior actuals (if available)

  • Export budget data to Excel·

  • View, add, and delete comments to worksheets and line items

  • View, add, and delete attachments to worksheets

  • Automatically receive notifications

  • Email other users working with the budget

  • Submit worksheets for approval

  • Approve and deny budget worksheets·

  • Monitor a budget

  • Submit or cancel adjustments you have made to board-approved budgets

  • Approve and deny adjustments to board-approved budgets

  • Make direct adjustments to board-approved budgets

Various settings established in the Budget module determine several Budget portlet capabilities. For more information, see the Budget module online Help and Understanding Worksheet Roles.