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Budget Worksheet Wizard

Budget Checklists

Budget Worksheet Wizard - Introduction Panel

Access this panel using Activities>Budget Worksheet.

Use the Budget Worksheet wizard to create a budget worksheet. This wizard automates the budget entry task by gathering general budgeting information. Depending on your selections, the Budget Worksheet wizard will create either a "New Worksheet" or "Revisions Worksheet." To access this wizard, complete the following steps:

  1. Open a Budget Worksheet using Activities>Budget Worksheet.
  2. Enter a unique Worksheet Name on the Worksheet tab, and press the Tab key.
  3. The Budget Worksheet wizard automatically opens with your worksheet name displayed.

Note: After completing the Budget Worksheet wizard, a worksheet's account type can be edited; however, a worksheet's segments and budget effective dates cannot be edited. If a new segment or date is required, a new budget worksheet must be created.

 

Worksheet Name: The system displays the name entered on the Budget Worksheet tab.

Budget Version: Select a budget version from the drop-down list. These are designed to group budget worksheets together. Only budget versions with a status of Active or Inactive are available. Budget Versions were created by the Administrator using Organization>Set Up Modules>Budget>Budget Versions.

  • If entering separate budgets for funding sources that have different years (versus entering a single budget that covers the organization's fiscal year only), consider using the Organization>Set Up Modules>Budget>Primary Budget Controls>Critical Segments tab. This simplifies dealing with multiple funding time spans that have different budget beginning and ending dates.
  • After a budget worksheet is created, launch the Budget Wizard to add budget items.
  • Currency fields follow the formatting of the organization's functional currency. The functional currency was determined by the Administrator when the organization was created (File>New Organization>Functional Currency panel).
  • Decimal and grouping symbols (such as the period and comma) follow the computer's regional settings (Start>Settings>Control Panel>Regional Options or Control Panel>Change date, time, or number formats>Additional Settings Button).

Note: The parameters entered in the Budget Worksheet cannot exceed the limit of 60,000 cells. If you receive an error message, decrease the size of the worksheet by adding filters or adjusting the budget cycles.