A Budget Development Worksheet—RRC Managers
This job aid describes how to use the financial system to complete a Budget Development Worksheet. The Budget Office will post instructions once the worksheets have been compiled and are ready for entry. Navigate to: UM Budgeting > UM Budget Developmnt Worksheet > UM RRC Managers > UM Budget Dev Worksheet – RRC.
Find a Budget development Worksheet
1. Enter or select Business Unit “UMN01.” 2. Enter or select the Resource Responsibility Center. 3. Enter or select the Budget Year (e.g., 2010). 4. Click
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Enterprise Systems Training, Organizational Effectiveness/OHR • 612-626-1373 www.umn.edu/ohr/est
Budget Development Worksheet–RRC Managers 9-1-08
B Budget Development Worksheet—RRC Managers (cont.)
Complete and suBmit a Budget development Worksheet
1. Enter estimated year-end revenues and expenses for the current fiscal year in the Forecast (year) fields. Leave blank if zero. 2. Enter the preliminary budget forecast for the next fiscal year in the Budget (year) fields. Leave blank if zero. Note: Do not enter or change any fields in the Cost Allocation section. Do not enter anything in the fields for O&M Allocation. 3. Add notes as appropriate. See the instructions for using the note function later in this document. 4. Click to have the worksheet calculate (or recalculate) the Totals fields. This will update the calculated totals to reflect any additions or changes. 5. Click . A saved worksheet may be modified as long as it hasn’t been submitted. 6. Click , when appropriate. A submitted worksheet is locked and no longer may be modified by the department or RRC unless the Budget Office unlocks it.
Enterprise Systems Training, Organizational Effectiveness/OHR • 612-626-1373 www.umn.edu/ohr/est
Budget Development Worksheet–RRC Managers 9-1-08
C Budget Development Worksheet—RRC Managers (cont.)
add notes
Each line has an associated note field that may be used to explain the entered data for that line by clicking on the corresponding note icon. Notes do not get submitted to the Budget Office when the worksheet is submitted. The icon will display differently depending on whether there already is a note for the line.
No notes exist for the line blank note There is at least one note for the line complete note
enter a note
1. Click the note icon. 2. Enter the note text in the Comments field. 3. Click . 4. Click .
Enterprise Systems Training, Organizational Effectiveness/OHR • 612-626-1373 www.umn.edu/ohr/est
Budget Development Worksheet–RRC Managers 9-1-08
D Budget Development Worksheet—RRC Managers (cont.)
delete a note
The Notes Log section displays the user ID of the person who entered the note. You may delete notes that are associated with your user ID only. 1. Click the note icon. 2. Locate the note to be deleted. If there is more than one note, the Note Log section will display the number of notes associated with the line. Use the arrow to scroll through the notes or click . 3. In the Notes Log region, click to select the note to be deleted. 4. In the Enter Notes region, click . 5. Click .
doWnload a Worksheet to exCel
The Budget Development Worksheet may be downloaded to Excel for analysis and adjustment; however, entry into the financial system is a manual process. Note: In order to allow downloads of financial data to Excel when working in the financial system, you must make sure your computer is configured properly. For instructions on how to configure your computer, refer to: www.finsys.umn.edu/systemrequirements.html. Once your computer is set up properly, this method will allow you to quickly move data to Excel anytime you see the download icon. 1. Click the download icon. 2. Click or . If you choose , the worksheet displays in a new Web browser window. In order to save this file as an Excel worksheet you will need to select the .xls file type from the drop-down menu.
Enterprise Systems Training, Organizational Effectiveness/OHR • 612-626-1373 www.umn.edu/ohr/est
Budget Development Worksheet–RRC Managers 9-1-08
E Budget Development Worksheet—RRC Managers (cont.)
Customize a Worksheet
It is possible to customize the appearance of the screen and remove unused/unwanted fields in order to minimize the need to scroll to the right or left. Customizations are user-specific and do not carry forward when worksheets are submitted. Note: The system will not prevent you from hiding required fields.
hide a Column
1. Click . 2. Select the column to be hidden, and then select the checkbox. 3. Repeat for each column to be hidden. 4. Click . Columns may be unhidden by selecting the column and deselecting the checkbox.
Change Column order
Click the up and down arrows to rearrange the order in which columns display. The button may be used to view the results before saving the changes.
Freezing Columns
Freezing applies when the same columns display on more than one tab and does not work in this situation.
Enterprise Systems Training, Organizational Effectiveness/OHR • 612-626-1373 www.umn.edu/ohr/est Budget Development Worksheet–RRC Managers 9-1-08