Budget Preparation Department Entry FY 2010

1. Budget PreparationDepartment Entry FY 2010

2. Summary • Discuss Budget Process • Discuss Process Changes • View FY 2010 Budget Manual • Complete Departmental Summary • Complete Budget Entry • Complete Decision Package • Execute Reports • Execute Department Mtg Reports • View QRCs

3. Process Changes

4. 2010 Budget Manual • Budget manual contains • Salary Structure • Fund and Fund Center List • Grants Listing • Commitment Item Account codes • Revenue Account Codes • Purchasing Guidelines • Instructions for Budget Entry • The budget manual is available on the portal.

5. New Application Overview

6. Summary Application

7. Budget Entry Application

8. Decision Package Application

9. QRC – HELP • Each application has access to all of the QRCs, Purchasing Guidelines, HR/PDQ and Facilities forms

10. General Key Points for Planning Functions • Ensure Excel application is closed • Exit application to change Budgeting Fund Centers • Confirm header information is correct • Save data often • Text justifications are entered by highlighting the row

11. Summary Key Points • Summary entered once per department • Summary documents are now pre-populated from previous year (mission statement, accomplishments and objectives) • Workload Measures can be copied into current year from previous year by clicking on • All reports related to Summary can be viewed by clicking on • The reports are for your information only. They are not the printed reports for the department meetings

12. Budget Entry - Budget Request • Dollar amounts for 2010 will default from 2009 amounts • 2010 will pre-populate with 2009 justifications • New commitment items can be added by using the pick list in the cell

13. Budget Entry - Revenues • Revenues will available the week of April 20th and can then be entered by the department generating the revenue • Revenues require a justification • You must enter all of your revenue requests

14. Budget Entry – Reports • All reports related to budget entry can be viewed by clicking on • These reports are for your information only. They are not the printed reports for the department meetings

15. Decision Package – Summary • To create a decision package you click on the Package Summary to title the package and generate the package number

16. Decision Package – New Position • You will use the package number generated in previous step • Create the new position by clicking on

17. Decision Package – Package Request • Enter any related items to the new position or the capital bundling here (ex: new position 521011-supplies, capital 569011-professional services)

18. Decision Package - Capital • Enter the new position capital request or the new program capital here

19. Decision Package - Reports • All reports related to the decision package requests can be viewed by clicking on • These reports are for your information only. They are not the printed reports for the department meetings

20. Dept Mtg Reports • You no longer will access MOBIUS for reports • Dept Mtg Reports are accessed on the Portal

21. Need Help? • Review your training materials and notes • Ask your peers for assistance • Call Help Desk: 817-884-3507 • Contact the Budget Office: 817-884-2640