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Budget Preparation Department Entry FY 2010

Budget Preparation Department Entry FY 2010. Summary. Discuss Budget Process Discuss Process Changes View FY 2010 Budget Manual Complete Departmental Summary Complete Budget Entry Complete Decision Package Execute Reports Execute Department Mtg Reports View QRCs. Process Changes.

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Budget Preparation Department Entry FY 2010

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  1. Budget PreparationDepartment Entry FY 2010

  2. Summary • Discuss Budget Process • Discuss Process Changes • View FY 2010 Budget Manual • Complete Departmental Summary • Complete Budget Entry • Complete Decision Package • Execute Reports • Execute Department Mtg Reports • View QRCs

  3. Process Changes

  4. 2010 Budget Manual • Budget manual contains • Salary Structure • Fund and Fund Center List • Grants Listing • Commitment Item Account codes • Revenue Account Codes • Purchasing Guidelines • Instructions for Budget Entry • The budget manual is available on the portal.

  5. New Application Overview

  6. Summary Application

  7. Budget Entry Application

  8. Decision Package Application

  9. QRC – HELP • Each application has access to all of the QRCs, Purchasing Guidelines, HR/PDQ and Facilities forms

  10. General Key Points for Planning Functions • Ensure Excel application is closed • Exit application to change Budgeting Fund Centers • Confirm header information is correct • Save data often • Text justifications are entered by highlighting the row

  11. Summary Key Points • Summary entered once per department • Summary documents are now pre-populated from previous year (mission statement, accomplishments and objectives) • Workload Measures can be copied into current year from previous year by clicking on • All reports related to Summary can be viewed by clicking on • The reports are for your information only. They are not the printed reports for the department meetings

  12. Budget Entry - Budget Request • Dollar amounts for 2010 will default from 2009 amounts • 2010 will pre-populate with 2009 justifications • New commitment items can be added by using the pick list in the cell

  13. Budget Entry - Revenues • Revenues will available the week of April 20th and can then be entered by the department generating the revenue • Revenues require a justification • You must enter all of your revenue requests

  14. Budget Entry – Reports • All reports related to budget entry can be viewed by clicking on • These reports are for your information only. They are not the printed reports for the department meetings

  15. Decision Package – Summary • To create a decision package you click on the Package Summary to title the package and generate the package number

  16. Decision Package – New Position • You will use the package number generated in previous step • Create the new position by clicking on

  17. Decision Package – Package Request • Enter any related items to the new position or the capital bundling here (ex: new position 521011-supplies, capital 569011-professional services)

  18. Decision Package - Capital • Enter the new position capital request or the new program capital here

  19. Decision Package - Reports • All reports related to the decision package requests can be viewed by clicking on • These reports are for your information only. They are not the printed reports for the department meetings

  20. Dept Mtg Reports • You no longer will access MOBIUS for reports • Dept Mtg Reports are accessed on the Portal

  21. Need Help? • Review your training materials and notes • Ask your peers for assistance • Call Help Desk: 817-884-3507 • Contact the Budget Office: 817-884-2640

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