Submitting Line Item Activities Concept Submitting Line Item

Submitting Line Item Activities Concept

Submitting Line Item Activities

Submitting Line Item Activities Step 1 Begin by navigating to the My Planning Workspace page. Click the Planning and Budgeting menu.

Submitting Line Item Activities Step 2 Click the Activity Preparation menu.

Submitting Line Item Activities Step 3 Click the My Planning Workspace menu.

Submitting Line Item Activities Step 4 Enter the desired information into the Role Name field. Enter "Preparer".

Submitting Line Item Activities Step 5 Click the Search button.

Submitting Line Item Activities Step 6 Use the My Planning Workspace page to perform and monitor budgeting and planning tasks, including reviewing the approval status of a plan or budget and preparing line item, position, and asset activities.

Submitting Line Item Activities Step 7 For this example, submit Version 1 for Planning Center 12000. Click the Select option.

Submitting Line Item Activities Step 8 When the budget is submitted, the system checks and validates two rules, if defined: 1. Verifies that there are no rows marked in error that may have resulted from the enforcement of combination edits or, when using control budget, commitment control rules. 2. Verifies that planning targets are within tolerance rules when controls are set to active. If the planning center for an activity scenarios fails any of the two rules listed above, the budget cannot be submitted until the rule is satisfied.

Submitting Line Item Activities Step 9 The Master version is updated when you click the Submit button for a working version or manually copy the working version into the master version.

Submitting Line Item Activities Step 10 Click the Submit button.

Submitting Line Item Activities Step 11 Review the Planning Center information to confirm you are submitting the correct items. Click the OK button.

Submitting Line Item Activities Step 12 Notice the status of the Master Version and Version 1 for planning center 12000 is now of Submitted.

Submitting Line Item Activities Step 13 If the preparer needs to update the working version of a budget after it is submitted, the reviewer, analyst, or coordinator must reject the budget to make it available, because the status of a planning center must be Open or Rejected to be editable.

Submitting Line Item Activities Step 14 After the planning centers for activity scenarios have been submitted, the budgets are forwarded to the next level in the budget hierarchy. The user ID and role at the next level up cannot update their planning centers until all the lower-level planning centers that make up their higher-level planning center have been submitted.

Submitting Line Item Activities Step 15 You have successfully submitted line item activities. End of Procedure.