WEB-BASED BUDGET USER-GUIDE Please enter your network username and password to access your account. USERNAME: PASSWORD: For all new users, please provide your network username for the initial setup and access to me via email simpkinw@mailbox.sc.edu. NOTE: Helpful tips are provided in red font to assist you. Page 1 of 9
After you have successfully logged in, the operating unit information is displayed. By clicking on the Department name or the pencil icon, all accounts associated with the operating unit are displayed at the summary level. Example of Operating Unit Department/Fund Account Summary To add a new Department/Fund: Click on the Add New Dept/Fund button. NOTE: You must submit an account memorandum to the Budget Office prior to June 2, 2017 before this action can be completed. Any new accounts without prior documentation will be deleted after June 2, 2017. Page 2 of 9
To review each account s detail of resources and expenses: Click on the Department name or the pencil icon. In this section, you may also add account codes to the resources and expenses section as needed. The following account codes cannot be revised and therefore aree read-only (highlighted in yellow): 315XX, 316XX, 319XX, 363XX, 368XX, 373XX, 378XX, 49XXX To view details of Budget Office adjustments: Click on the Budget Ofc Adjmts Value. Page 3 of 9
To Add Unit Changes: Click in the Unit Change box and the following screen will open: Enter the unit change without any punctuation. Click the Save button. Example of a Unit Change Click the comments button to provide an explanation of the unit change. If the resource change is not equal to the expense change, the following error message will occur. Page 4 of 9
To review the Operating Unit Department/Fund Account Summary with the unit change: Click on the department fund list at the top of the screen. Example of Operating Unit Department/Fund Account Summary with unit changes NOTE: Ensure the balance is $0 once you have completed all unit changes. The final budget submission for your operating unit should not have any debit budget amounts inn your revenue account codes or any credit budget amounts in your expenditure account codes. Click the red exclamation icon to view all 36400 and 36500 account codes only within the operating unit. This will hopefully assist in locating the error. Likewise, click the purple exclamation icon to view all 374000 and 37500 account codes within the operating unit to find the error. Page 5 of 9
Example of 37400/37500 Summary Report All error alerts must be corrected before submitting. For additional assistance, please call your Budget Analyst. Page 6 of 9
Internal Project Budgeting All Internal Projects can be budgeted at the Project and Activity y detail level.. The yellow section provides the Activity subtotal. The turquoise section provides the Department/Fund subtotal. At the project and activity level, utilize the and to complete the detail budget for each activity. Page 7 of 9
To add a new project and activity, click the will appear.. The below window prompt Enter all information into the appropriate fields. Select the account codes needed to create the budget for the project and activity. On the left side, there are quick links to move to the account codes based on the type. For example, the Transfer-Ins can be populated by clicking on the Resource Codes Section 8's link. The Transfer- Outs can be populated by clicking on the Expense Codes Section 8's link. Page 8 of 9
All error alerts must be corrected before submitting. For additional assistance, please call your Budget Analyst. To submit your budget, click the checkbox under the Manage header. You will receive a message to confirm your submission. Once the budget is submitted successfully, your account is locked. At any time during your budget process, you may download your submission by clicking the Microsoft Excel icon. Page 9 of 9