Transcript FY16 Budget Process: Excel Workbook Instructions Important Note: These files are Macro-enabled.

FY16 Budget Process:
Excel Workbook Instructions
Important Note: These files are Macro-enabled. Please DO
NOT change the file extension (.xlsm)
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Please note the “!”
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The first time you open the workbook, please Enable Content
and make the file a Trusted Document
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The Workbook Tabs
1.
2.
3.
4.
Original Budget Detail: This tab has full chart of account detail and notes and is
used for Data Entry
Fund and Org Summary: This tab is a pivot table that shows fund and org detail
Org and Fund Summary: This tab is a pivot table that shows org and fund detail
All Org and Fund Account Detail: This tab is a pivot table that shows full chart of
account detail
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Original Budget Detail: Contains 3 prior years of actuals, this
year’s budget, and the proposed budget
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You can data enter ONLY in the light blue cells. For existing lines, you will data enter
the dollar amount in the “FY16 PROPOSED” Original Budget and notes in the “FY16
PROPOSED Original Budget NOTES”
Note: One-time approvals for the current year have been removed from the
PROPROSED budget column
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Original Budget Detail: Notes
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For notes, please use the following format:
“Date – initials – note”
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Helpful Buttons (since the workbook is protected)
1. Click to HIDE descriptions. This is helpful to limit the amount
of space used on your computer screen or when printing. This
hide the descriptions if they show
2. Click to SHOW descriptions. This will open the descriptions
after they have been hidden
3. Click to SORT. This will allow you to sort the data based on the
criteria that you select
4. Click to INSERT a new row. This will allow you to insert a new
row. You will use this if you want to change any chart of
account segment
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The SORT Button
Choose a Primary Sort
and an optional
Secondary Sort, then
click “OK”
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The INSERT Button
The new row will have additional light blue cells (data enterable) – one for each chart of
account segment
Note: there are reminders to let you know the appropriate number of characters. The
descriptions in the white fields will populate with translations
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Pivot Table: Fund and Org Summary
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Remember to
REFRESH after
changes are made to
the Original Budget
Detail
This pivot table summarizes Fund activity for all
Orgs. The subtotal is on Fund
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Pivot Table: Org and Fund Summary
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This pivot table summarizes Org activity by all
Funds. The subtotal is on Org
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Pivot Table: All Org and Fund Account Detail
This pivot table provides the full chart of account detail –
Org – Fund – Account – Program – Activity - Location
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Questions? Please contact the Budget Office – we are happy to assist you!
Elissa Morton: Those budgets that fall under Ron Liebowitz or Patrick Norton (with the
exception of Drew Macan, Tom Corbin, and Norm Cushman)
Sue Lalumiere: Those budgets that fall under Tom Corbin, Bill Burger, Michael Geisler, or
Jim Keyes
Sarah Larocque: Those budgets that fall under Katy Smith Abbott, Drew Macan, or Norm
Cushman
Chris West: Those budgets that fall under Susan Baldridge, Andi Lloyd, and Tim Spears
Sonja Aldisert: Those budgets that fall under MIIS
Thank you!