Users have the ability to post adjustments to increase/decrease the expendable/receivable amounts on an account. There are currently two different ways to post budget adjustments in the system.
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Mass load Budget Adjustments
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When entering Adjustments the amount entered should be what the user would like the new Expendable/Receivable amount to be on the account. The system will calculate the difference between the initial amount and the entered amount and then create an adjustment for the difference. For Example, if the Initial Budget was 100.00 but the new Expendable amount should be 0.00, then the Adjustment entered in the PA-FYYY column on the spreadsheet or Proposed Amounts grid should be 0.00. When applied, the Adjustment on the account will be -100.00. |
The Budgeting Menu contains two programs:
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Once a spreadsheet is created in the scenario, it is displayed on the Budgeting Sheets grid. You can then access the spreadsheet using one or more of the following options in order to enter your new expendable/receivable amounts:
- Click on
to edit an existing spreadsheet (must use the existing PA-XXXX column to enter your new expandable/receivable amounts)- you can add (insert) or delete rows in your spreadsheet
- You can use formulas to enter your adjusted amounts
- Click on
to regenerate the sheet. You may make changes to your selected properties, filters etc. if desired. You will then save the sheet, overriding the previous sheet values and accounts. - If you prefer to enter adjusted amounts and/or make changes to your spreadsheet via Excel, click on
to download the spreadsheet into Excel. Once the spreadsheet is completed and saved, click on 
to upload/replace the spreadsheet back into the scenario - Click on
to 
to delete an existing spreadsheet you no longer want.
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- Create an expendable/receivable amount in order to add it to the existing grid
- Enter or search for an account
- Enter a fiscal year
- Enter the new expendable or receivable amount
- Click on 'Save'
- View an expandable/receivable amount
- From the grid, search the desired account and click on
to view the details of the adjusted amount.
- From the grid, search the desired account and click on
- Edit an expandable/receivable amount
- From the grid, search the desired account and click on
to edit the fiscal year or adjusted amount.
- From the grid, search the desired account and click on
- Delete an expandable/receivable amount
- Per account: From the grid, search the desired account and click on
to delete the adjusted amount for that account. Click on 'delete' to confirm deletion. - Mass Delete: From the grid, click on the checkbox for the adjusted amounts you want to delete and click on the
button to mass delete all checked accounts.
- Per account: From the grid, search the desired account and click on
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