Enter Budget Tab
This tab is used to review worksheets, enter proposed preliminary amounts as a baseline, enter or update proposed amounts, quickly see your budgeted, actuals, and variance amounts for revenues and expenses at the top of the worksheet, and review amounts for budgets.
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Current & Historical Details
By default, the columns that will appear on the Enter Budget tab do not include actuals adjustments, variances, or historical intial budgets. If you would like to see additional information, will need to click the Column Selector button and add the content you want to see on the worksheet using the checkboxes.
Tip
Historical budget data is only available if it was related during the copy budget process.
If historical budget information exists, you can add or remove columns with details from previous budget years. Reviewing historical information can aid in determining what caused spending to be over or under budget in previous years, what a budget should be in a future year, or whether to approve a current year budget. You can chose to view the following:
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Note
Budget information shown in the Current and Historical actuals sections varies according to your school's GL configuration year and not the budget's start or end dates.
Worksheets and line items are added to the Enter Budget datasheet from the Set Up Worksheets tab. There you can add or remove from the worksheets.
Click the Comments icon
. From the Comment popup, you can read the existing comments, mark them all as read, and add your own comments.
Click New comment and enter your text.
If you want to upload an attachment, click Attach, locate the file, then click Open.
Click Add to save your text and/or attachment.
If historical budget information exists, this feature can be used to add or remove columns with historical budget information.
Tip
Reviewing historical information can aid in determining what caused spending to be over or under budget in previous years, what a budget should be in a future year, or whether to approve a current year budget.
Click the Column Selector icon above the worksheet.
Select the checkboxes of the columns to be added. The columns are automatically added window.
You can remove columns by deselecting the checkboxes next to the columns you wish to remove.
When you are finished, you can click the X button to close the Column Selector menu.
Select the checkboxes next to the rows you want to export.
From the Options drop-down, select Download to Excel. The Download to Excel pop-up opens.
Select options for the Excel format and data columns.
Click Download. Your .xlsx or .zip file is saved in the file location that you have set in your browser settings.