Entering your Next Year Budget in ERP
Makenzy Cervantez
14 steps
2 minutes
1
Navigate to Central Budget Entry.
2
You should see budget projection 27001 on your screen. Expand the carrot menu for additional projection details.
3
Here, you can access the memo from the Auditor's Office, view salary amounts, and see expenses vs revenues side-by-side.
4
You can access budget resources using the "Attach" icon.
5
Choose Projection
6
Select Budget Projection Attachment.
7
Here, you can access the 26-27 Budget Memo, the PAN form, and download the Personnel Changes spreadsheet. Note these forms will not be submitted via ERP, you will need to download, print, and send via the regular channels.
8
Back at Central Budget Entry, select Advanced to organize your budget by org code.
9
Type your org code and click OK.
10
You can also clear the 2028-2031 columns for a cleaner sheet. Click "Account Columns"
11
Uncheck any columns you don't need to see and click "Ok."
12
To enter your budget numbers, double-click on the $0 next to the account you are updating.
13
Enter your amount.
14
Continue this process, and note you will need to click "Save Changes" before you exit this screen. You can come back and modify numbers as needed after saving prior to the submission due date.
Entering your Next Year Budget in ERP
Makenzy Cervantez
14 steps
2 minutes
1
Navigate to Central Budget Entry.
2
You should see budget projection 27001 on your screen. Expand the carrot menu for additional projection details.
3
Here, you can access the memo from the Auditor's Office, view salary amounts, and see expenses vs revenues side-by-side.
4
You can access budget resources using the "Attach" icon.
5
Choose Projection
6
Select Budget Projection Attachment.
7
Here, you can access the 26-27 Budget Memo, the PAN form, and download the Personnel Changes spreadsheet. Note these forms will not be submitted via ERP, you will need to download, print, and send via the regular channels.
8
Back at Central Budget Entry, select Advanced to organize your budget by org code.
9
Type your org code and click OK.
10
You can also clear the 2028-2031 columns for a cleaner sheet. Click "Account Columns"
11
Uncheck any columns you don't need to see and click "Ok."
12
To enter your budget numbers, double-click on the $0 next to the account you are updating.
13
Enter your amount.
14
Continue this process, and note you will need to click "Save Changes" before you exit this screen. You can come back and modify numbers as needed after saving prior to the submission due date.
