Budget Worksheets

Use the Budget Worksheet to generate or enter budget amounts for specific budget versions and periods. Build as many worksheets as needed, all of which can exist simultaneously or at different points in the fiscal year.

 

From this page, you can:

 

 

Budget Worksheets Grid

The Budget Worksheets grid includes the following columns:

Name: The name of the worksheet

Version Name: The worksheet version name

Worksheet Type: The type of worksheet

Begin Date: The budget worksheet begin date

Ending Date: The budget worksheet ending date

Budget Type: The type of budget worksheet

Transferred: The budget worksheet transfer status

Session ID: The transferred budget worksheet session ID

Posted: The budget worksheet posting status


You can create an exact duplicate of an existing worksheet, even those that have already been transferred. Simply select the worksheet to copy from and enter a new name to copy to. Once you select Copy, you'll be directed to the budget worksheet editor.

 


Before deleting a record, ensure you’ve selected the correct record you want to remove from the system. Deletion is permanent and cannot be undone.