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  • Proposed Amounts

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Once all of the proposed amounts are set and ready to be applied as the initial budget and/or revenue figures for a particular fiscal year, click on the  option. 


You cannot choose specific accounts to apply amounts to. It will apply the amounts to all accounts on your proposed amounts grid.

  1. Select the Fiscal Year (from the grid) you want the figures applied to.
  2. Click on .  The following box will appear:

    1. Transaction Types include:
      1. If 'Temporary' is selected, checkmarking 'full year' indicates the temporary initial budgets hold true for the entire year.
        1. If 'Temporary' is selected and 'full year' is not checkmarked, this indicates the temporary initial budgets could change during the fiscal year
      2. If 'Permanent' is selected, 'full year' is checkmarked automatically and cannot be unchecked.  This indicates these are permanent initial budgets.
      3. If 'Adjustment' is selected, it adjusts the existing budgets via additions/deductions.  The 'Update the GAAP Original Estimate' amounts box defaults to being checked but you have the option to uncheck it.
    2. Effective date is modifiable when selecting an adjustment transaction type.  Otherwise, it's an informational field only.  It automatically defaults to the first day of the fiscal year selected when selecting temporary or permanent transaction types.
  3. Click on  to proceed with applying the proposed figures as the initial budget/revenue estimates for the fiscal year selected.