Budget
This menu item in the admin panel allows platform admins to manage budget, charge codes, and expense types.
All aspects of budget can be managed from this menu item. The top section of the budget window allows you to manage the budget years and allocating the budget.
This button allows you to add a new FY and also manage previous FY. When clicked opens the ‘Manage Budget Years’ window.
- Click ‘+New Budget Year’ button, this will open the ‘New Budget Year’ screen:
- Enter the title for the new budget year, for example ‘FY 2023’
- Enter the budget start date and budget end date and click submit.
- This will add the new budget year to the list.
The ‘Manage Budget years’ window shows the list of all the budget years that have been added previously to the platform. Each budget year can be edited or deleted by clicking on the edit and delete button shown against it.
On the main budget window, the dropdown on the top right can be used to select the financial year for which the data needs to be seen. Once a particular FY is selected, the data displayed on the screen changes based on that year's information. The dropdown is shown in the screenshot below:
To allocate budget to groups:
- Click on the ‘Manage Budget’ button on the top left and click on the Calendar year, as shown in the screenshot below:
- This will open the ‘Update ERG Budget’ window for the selected Calendar year.
- To update the total budget, click on the update hyperlink.
- This will allow you to update budget as shown in the screenshot below:
- Once the Total Budget has been allocated, budget to individual ERGs can be allocated by entering the budget amount against each of the ERG.
- Once all budgets have been allocated, click update to save the data.
This is the second section of the budget window, this section shows all the expense entries in the form of a list as shown in the screenshot below.
Total Budget, allocated budget, and spent amount are shown in large text in the middle of the screen. The Total spent amount by each ERG is also shown in a bar graph format in the middle of the screen as shown below:
The budget request submitted by various groups are listed in this section, the following screenshot shows the budget request section:
In addition to the new budget requests, Past Budget Requests can be seen by clicking on the ‘Past Budget Request Tab’.
Each of the budget requests has an action button against it. The action button can be used to approve or deny a budget request as shown in the screenshot below:
This menu item on the admin panel allows platform admins to add charge codes on the platform.
New Charge Codes can be added by clicking on the plus icon. Existing charge codes can be edited by clicking on the notepad with a pen icon, and deleted by clicking on the bin icon.
This menu item on the admin panel allows platform admins to add expense types on the platform.
New Expense types can be added by clicking on the plus icon. Existing expense types can be edited by clicking on the notepad with a pen icon, and deleted by clicking on the bin icon.
