Budget Worksheet - Properties Tab

Access this tab using Activities>Budget Worksheet.

Use this tab to review and modify the information set up on the Budget Worksheet>Worksheet tab. The information displayed was created using the Budget Worksheet wizard.

It contains both editable and non-editable information about the current budget worksheet.

• You can view but not edit the Version ID, status, effective dates, and last filter used.
• You can edit the general ledger account types to validate on transfer and save those allowed on the worksheets.
• You can edit the comparative column headings available on new worksheets.

Note: Since the worksheet's segments and budget effective dates cannot be edited, if changes are required a new budget worksheet must be created.

 

Version ID: The system displays the budget version ID for the current worksheet, and it's Display Name.

Status

• Last Modified: The system displays the last date that the worksheet was modified and saved.
• Modified By: The system displays the user who last modified and saved the worksheet.
• Transferred On: The system displays the date that the worksheet was transferred. If the current worksheet has not been transferred, this field is blank.
• Transferred By: The system displays the user who transferred the worksheet. If the current worksheet has not been transferred, this field is blank.

Comparative Columns Column Type, Begin Year, Column Heading: The system displays the budget's comparative Column Type and Begin Year, as they were entered in the Budget Worksheet wizard. The Column Heading can be changed, if needed. If this is a "Revisions Worksheet," this field is blank.

Account Types To Validate on Transfer and Save: The system displays the type of G/L codes selected in the Budget Worksheet wizard. If the worksheet is modified using the Budget wizard or through manual entries, the Account Types to Validate must be manually updated to reflect the modification to the G/L codes on the worksheet and to have a successful validation.

Effective Dates Period, Date: The system displays the budget's effective date by period, as it was entered in the Budget Worksheet wizard.

Last Filter Used: The system displays the budget's last filter used in the Budget Worksheet wizard.

Ignore Account Code Combination Validations: By default, this check box is selected for a "Revisions Worksheet" type budget, when the Ignore Account Code Combination Validation during the creation of this Revisions Worksheet check box was selected on the Budget Wizard - Segment Filter Panel of the Activities>Budget Worksheet> Budget Wizard.

• However, when this check box is selected, the system will ignore account code combination validations when Validate Worksheet is selected, and/or during the Save or Transfer process.
• To resume the system's automatic validation process for the budget worksheet, you will need to clear this check box.

This feature is only available if (1) the Verify Account Code Combinations check box is selected by the Administrator using the Organization>Organization Preferences form and (2) the "Revisions Worksheet" type is selected on the Activities>Budget Worksheet>Budget Worksheet Wizard - Budget and Worksheet Type Panel. Note that this feature is not available for a "New Worksheet" type budget.

If the Worksheet Properties form is used to change account types, click Save to have the system automatically validate the worksheet after making changes. This will ensure that the worksheet's new properties do not create any errors. Note that on a "Revisions Worksheet" type budget, be sure to clear the Ignore Account Code Combination Validations check box, otherwise, the system will ignore account code combination validations when Validate Worksheet is selected, and/or during the Save or Transfer process.