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Mon, 2015-02-02 10:20 — adas
Overview
The Budget Plan form allows the user to prepare the budget data, or budget plan records, for a given fiscal year and budget version. Each budget plan record can be distributed by COA Coding Block. Authorized users may also approve entered budget plan records within this form, providing they have been granted access to that function and form in their security profile. The budget planning process can be based on individual budget plan records with manually entered amounts or be linked to previously created cost drivers.
Budget plan is prepared throughout the year as part of the established budget cycle. Generally, the cycle is comprised of various phases, with each consecutive phase allowing managers to refine their plans based on operational results and requirements. Planning may occur as a bulk yearly amount or annual amounts broken down into budget planning periods. Each Budget Plans within same scenario will share Budget Scenario parameters, Budget Plan Structure and Budget Ceiling Information. However each Budget Plans can have its own Budget Line Groups and some configuration.
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Budget Planning ► Budget Plan
Budget Plan screen Fields
Field | Description |
Code | This is a unique identifier that is automatically assigned by the system, if the System Parameter Generate Budget Planning ID is set to True, or manually entered by the User if the System Parameter Generate Budget Planning ID is set to False. |
Budget Plan Code | Automatically assigned by the system starting with 1 by each Budget Version |
Description | Description of the Budget Plan. |
Validate only assigned User can update | When this value is TRUE, system will validate that only user assigned according to workflow can update the Budget Plan. |
Budget Version | Reference to Budget Version to which this budget plan applies to. |
Institution | Budget Plan Institution to be entered by Users, according to the institution the User has accessed to. |
Budget Plan Structure | Budget Plan Structure with the same Institution as the specified Budget Plan Institution. If more than one (1) Budget Plan Structures have the same Institution, the user will select from the list of Budget Plan Structures. |
Budget Plan Type | This attribute is read-only and is automatically filled by the system with the Budget Plan Type with COA Group that corresponds to the COA Group of the specified Budget Plan Structure. If there are more than one Budget Plan Type that meet the condition, then User should select from the list of Budget Plan Types meeting the condition. |
Work Flow Status | The Work Flow Status which is controlled by the Budget Plan Workflow. Possible values are - Open when the responsible user is able to enter the budget plan data, Completed when the responsible user completed the budget plan data entry (for his/her set of budget lines), Under Analysis when the supervisor (responsible user in an upper level) is reviewing it, Revised, when a revision is done, Closed when the supervisor already consolidated it, Uncompleted when the deadline is passed, Partially Sent for Execution when budget manager sends a budget version for execution, but includes only some fiscal periods of this budget plan. Only the system can update this value, Fully Sent for Execution when budget manager sends a budget version for execution and include all the fiscal periods or all the fiscal years of this budget plan were sent for execution. Only the system can update this value. |
Workflow Process Transition | Possible values are Create, Approval Request, Approve, Verify, Cancel, and Return. |
Budget Plan Status | Possible values are Open, Completed, Under Analysis, Closed, Partially sent for execution, fully sent for execution. |
Responsible User | This refers to users who is responsible of this budget plan. This user should have proper permissions through DAS (data access security) to manage his/her budget lines. This attribute will be populated by the system based on the Employee with the same Institution If more than one (1) Employee is associated to the selected Institution, the administrative user will select from the list of Employees associated to the same Institution. |
Deadline Date | This is the maximum date to complete data entry for this budget plan. This deadline cannot be greater than the Budget Version deadline. |
Upper Level Under Analysis | Identifies the Upper Level within the Institution hierarchy, which is under analysis. |
Amount Scale | Scale used for data entry and display. |