Budgeting Process Overview:

This process enables boards to compare actual FTE’s to budget FTE’s and apply budgeting controls to employee groups.  The budget is provided by categories that are made up of specific positions as defined on the Position Control Screen.

Setting Up the Budget Categories Module: 

Use the following steps to complete the Budget Categories Setup process:

1. How to Add/Modify Budget Categories

2. How to Assign Budget Category Codes to Positions

3. How to Import Budgets for Multiple Positions

4. How Run a Budget Categories Report

5. How to Enable/Disable the Budget Categories Module