Submitting Plans and Budgets Concept Submitting Plans and
Submitting Plans and Budgets Concept
Submitting Plans and Budgets
Submitting Plans and Budgets Step 1 Begin by navigating to the My Planning Workspace page. Click the Planning and Budgeting menu.
Submitting Plans and Budgets Step 2 Click the Activity Preparation menu.
Submitting Plans and Budgets Step 3 Click the My Planning Workspace link.
Submitting Plans and Budgets Step 4 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 Plans and Budgets Step 5 In this example, the User Preferences had been set, which enables you to directly access the My Planning Workspace page. This saved you steps since you did not have to navigate through the My Planning Workspace search page.
Submitting Plans and Budgets Step 6 Select the check box next to each planning center that you want to submit. For example, if you entered your entire budget into working versions 1 for planning centers 12000 and 13000, select the check box next to working version 1 for both planning centers, then click the Submit button above the grid. If you clicked the Submit button when the base version was selected, you would submit the base version that would contain none of your changes. For this example, select Version 1 of the 12000 planning center. Click the Select option.
Submitting Plans and Budgets Step 7 The preparer submits all planning centers for activity scenarios assigned to them when the plan or budget is complete and ready for review. Clicking the Submit button for a selected working version simultaneously submits working version 1 and copies all budget data into the master version. Click the Submit button.
Submitting Plans and Budgets Step 8 Use the Submit Confirmation page to verify and approve or cancel your submission.
Submitting Plans and Budgets Step 9 Click the OK button.
Submitting Plans and Budgets Step 10 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 Plans and Budgets Step 11 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 Plans and Budgets Step 12 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 Plans and Budgets Step 13 You have successfully submitted a budget for review. End of Procedure.
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