Purpose
The following guide is intended for Operating Entity and Organizational Planners who are looking to view or complete any of the following actions:
Action
Entering and Reviewing Budget Transfers
· Create an Unrestricted Budget Transfer
· Review and Return an Unrestricted Budget Transfer
· Review and Re-request Approved Budget Transfer
· Approving an Unrestricted Budget Transfer
· Accessing the Restricted Transfers Card
· Forecasting Transfer Accounts
Entering and Reviewing Budget Request Packages
· Base Budget Request Packages – Budget Year
· Base Budget Request Packages – Current Year
· Conditional Budget Request Packages
Terminology
Budget Transfers
· Unrestricted Transfer: A transfer of funds between unrestricted funds.
· Restricted Transfer: A transfer of funds between restricted funds.
· Transfer Requesting Org: The Organization requesting the fund transfer.
· Transfer Providing Org: The Organization providing the fund transfer.
Budget Request Packages
· Base Budget Package: A request for funds that, if approved, are new to a Budget that will be added to the Budget in perpetuity.
· Conditional Budget Packages: A request for funds that, if approved, are added to a unit’s Budget; however, they have a defined start date and end date or other conditions.
· Base & Conditional Budget Request Numbers: System-generated numbers for a unique Budget request package.
· Budget-only Accounts: These accounts populate revenue and expenses for a Budget request package.
· Per Year Maximum: Specific to conditional Budget request packages. The Budget Office enters the per-year expense maximum for each conditional Budget request package. Orgs are expected not to exceed the per-year maximum spend for each approved conditional package.
· Organization Level User: User with Organization Level Access to Requesting Budget Request Packages. This is a lower level than Entity Level Access.
· Entity Level User: User with Entity Level Access to Requesting Budget Request Packages. This is a lower level than Entity Level Access.
Entering and Reviewing Budget Transfers
Create an Unrestricted Budget Transfer
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Operating Budget.
3. Select Unrestricted Transfers.
4. Ensure you are on vertical 1.
5. Ensure you are in the Request Transfer (Requesting Organization) horizontal tab.
6. Right-click in the open space.
7. Select Add Transfers.
8. Enter the Number of Transfers you would like to submit.
9. Select Launch.
10. Select Transfer Account.
11. Select Transfer Fund.
12. Enter Purpose, Program, Activity, and Site.
13. Enter the transfer amount in the YearTotal field.
NOTE: The COA strings will be set to default if not selected.
NOTE: The submission will error if no amounts are entered.
14. Select a Transfer from the Organization.
15. Enter Requester Comments.
16. Select Save.
17. Ensure the rule was run successfully and the Smart Push was successfully submitted as a background job.
18. Select OK.
NOTE: The data will be saved, but the Smart Push will be unsuccessful. The user must edit and resubmit.
19. The Transfer Status will change to Requested.
NOTE: The lines without transfer data will disappear. Unselected COA accounts are then listed as defaults.
20. Scroll to the right to display the transfer from the amount as negative.
21. Provide the Requester’s Name, Requester Date, and Last Action Date.
22. Select Save.
OPTIONAL – Delete Unused Transfers:
23. To confirm the ability to delete a Transfer Request, right-click on the Transfer Reference Request you wish to delete.
NOTE: Use this step when you add more transfers than you need to delete unused transfers.
24. Confirm the correct Transfer Request Number appears in the prompt.
25. Click Launch.
26. Confirm the Request has been removed.
NOTE: If the tester has access to the Org in which they requested the transfer, they should be able to complete this step independently. However, if they requested a Transfer outside of the Division or Departments, they have access to then they should tell the applicable person they can begin testing the Transfer Approvals for the Org in question.
You have now completed the process of Creating an Unrestricted Budget Transfer.
Review and Return a Budget Request Transfer
Role: Providing Organization
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Operating Budget.
3. Select Unrestricted Transfers.
4. Select vertical 2.
NOTE: Ensure you are in the horizontal tab labeled ‘Transfers Under Review (Providing Org)’ within vertical 2.
5. Select the Organization in the POV to adjust the Organization as needed.
6. Select an Organization.
7. Select OK.
8. Adjust COA accounts as needed.
9. Adjust the From Transfer Funds if needed.
10. Scroll to the right and add a Provider Comment.
11. Select the Transfer Status field.
12. Select Returned.
13. Select Save.
NOTE: The row should then disappear. If the row still appears, ensure a change has been made and there is a provider comment then select save again.
You have now completed the process of Reviewing and Returning a Budget Request Transfer.
Review and Re-request an Unrestricted Budget Transfer
Role: Requesting Organization
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Operating Budget.
3. Select Unrestricted Transfers.
4. Ensure you are in vertical 1.
5. Select Transfers Returned.
6. The returned request will display a returned status in red.
7. Scroll to the right and review the provider's comments.
8. Adjust the To or From Account information or the Transfer Amount if needed.
NOTE: Changed fields will turn yellow.
9. Add Requester Comments.
10. Select Save.
11. Select the Transfer Status field.
12. Select Re-request.
13. Select Save.
NOTE: The request will disappear.
You have now completed the process of Reviewing and Re-requesting an Unrestricted Budget Transfer.
Approve an Unrestricted Budget Transfer
Role: Providing Organization
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Operating Budget.
3. Select Unrestricted Transfers.
4. Select vertical 2.
NOTE: Ensure you are in the horizontal tab labeled ‘Transfers Under Review (Providing Org)’ within Vertical 2.
5. Select Organization to adjust the Organization as needed.
6. Select the checkmark next to the Organization.
7. Select OK.
8. Adjust COA accounts as needed.
9. Adjust the From Transfer Funds if needed.
10. Select the Transfer Status field.
11. Select Approved.
12. Select Save.
You have now completed the process of Approving an Unrestricted Budget Transfer.
Review Approved Unrestricted Budget Transfer (Providing Org)
Role: Requesting Organization
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Operating Budget.
3. Select Unrestricted Transfers.
4. Select vertical 2.
5. Ensure you are in the ‘Approved Transfers – Providing Org’ horizontal tab.
6. Review Approved Budget Transfers.
NOTE: Any Approved Transfers will appear in place of the black highlighted boxes
You have now completed the process of Reviewing Approved Unrestricted Budget Transfers (Providing Org).
Review Approved Unrestricted Budget Transfer (Requesting Org)
Role: Requesting Organization
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Operating Budget.
3. Select Unrestricted Transfers.
4. Select vertical 1.
5. Select Approved Transfers.
6. All approved Budget transfer requests for the org will then be displayed.
7. Right-click on a Transfer.
NOTE: Before right-clicking, click on a member in the dimension closest to the grid so that the row highlights in blue, then right-click
8. Select Map Requested Transfers in the pop-up menu.
You have now completed the process of Reviewing an Approved Unrestricted Budget Transfer (Requesting Org).
Viewing Transfer Reports
Role: Requesting/Providing Organization
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Operating Budget.
3. Select Unrestricted Transfers.
4. Select vertical 3.
5. Select the Transfer Detail Report horizontal tab.
NOTE: The steps outlined for this QRG are the same for reviewing the Unit – Transfer Overview Report (see horizontal tab), with the exception being an additional selection for Budget Line in the POV.
6. Select Organization in the POV.
7. Enter an Organization in the search bar by scrolling through the list of desired Organizations and select one.
NOTE: The gear icon can be used to sort the list alphabetically if desired.
8. Select the b.
9. Select the Gear Icon.
10. Download the Report in one of the desired options.
NOTE: Reports can be viewed as a PDF, in Excel, or in SmartView
You have now completed the process of Viewing Transfer Reports.
Accessing the Restricted Transfers Card
NOTE: Restricted Transfers are processed similarly to Budget Transfers but are located under the Restricted Transfers Card within the Operating Budget Cluster. Restricted funds are limited to gifts, endowments, and federal and private grants.
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Operating Budget.
3. Select Restricted Transfers.
NOTE: Users should note that Budget Transfers are limited to the Gifts, Endowments, and Federal and Private Grants accounts under the Restricted Funds category.
You have now completed the process of Accessing the Restricted Transfers Card.
Forecasting Transfer Accounts
1. Select the b button and then complete the steps to sign in.
2. Select Operating Forecast.
3. Select Forecast Transfer Entry.
4. Ensure correct Organization is selected.
5. Ensure user can enter Forecast Numbers for Transfers into the Form.
6. Select Save to complete the Transfer Forecast.
7. Ensure data has been saved correctly.
8. Right-Click on the Form.
9. Select Add New Transfer Account.
10. Change COA fields as needed.
11. Select the arrow icon.
12. Add a new amount in the DS_Input field.
13. Select Save.
14. Select the Transfer Entry Form – Defaults tab.
15. Ensure correct Organization is selected.
16. Ensure user can enter Forecast Numbers for Transfers into the Form.
17. Select Save to complete the Transfer Forecast.
18. Ensure data has been saved correctly.
19. Right-Click on the Form.
20. Select Add New Transfer Account.
21. Change COA fields as needed.
22. Select the arrow icon.
23. Add a new amount in the DS_Input field.
24. Select Save.
You have now completed the process of Accessing and Entering Forecast Transfer Entries.
Entering and Reviewing Budget Request Packages
Base Budget Request Packages – Budget Year
Create and Populate Budget Request Packages
Role: Organization/Entity Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Base Packages.
4. Select Request-Organization.
5. Select User_Org to change the org to the appropriate org.
6. Type the number into the search box. Then press enter on your keyboard.
7. Select the checkmark next to the appropriate program code.
8. Select OK.
9. Right-click in the blank white space. Select Add Base Budget Request.
10. Select the b icon.
11. Select the checkmark b to the appropriate Organization.
NOTE: Users can only select a Level 0 Organization
12. Select OK.
13. Select Launch.
14. The first column is the ID number. The second column is the selected unit Organization.
15. Enter a request explanation.
16. Select if the request is actual spend or static.
17. Select Save.
NOTE: Cells turn yellow when editing, upon successful submission they turn white
18. Select the Unit Organization field, then right-click the field again.
NOTE: Before right clicking, ensure you click on the Organization
19. Select Revenue and Expenses Entry and Review.
20. Ensure you have the correct Organization displayed.
21. Populate amounts for the request. Fill in the red cells for Purpose, Program, Activity and Site.
22. Select Save.
NOTE: These cells turn from red to white once they’re populated
NOTE: The user must select red fields. If a field is left blank, it will use default values.
23. Select a different Organization.
24. Select the Go Arrow Icon within the data form to the right to reload the form for the new Organization selection.
25. Populate amounts for the request. Fill in the red cells for Purpose, Program, Activity and Site.
26. Select Save.
NOTE: These cells turn from red to white once they’re populated
27. Ensure cells turned to white upon saving. A review form will be displayed to the right of the Base Budget Request Revenue and Expenses dashboard.
28. Select the X when ready.
NOTE: The review form will display d-level sums.
29. The form will display operating expenses, revenue, and transfers.
NOTE: If there is a second org, it will be blocked out because only the primary org requires an explanation and reimbursement data.
You have now completed the process of Creating and Populating Budget Request Packages.
Submit Base Budget Request to Entity Level
Role: Organization Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Base Packages.
4. Select Requested – Organization.
5. Select the first field of the row, then right-click.
b: Before right clicking, click on the Budget Request package cell (the leftmost column in the table), ensure the row highlights in blue, then right click.
6. Select Submit to Entity Level.
7. Confirm Base Budget Request ID.
8. Select Launch.
You have now completed Submitting a Base Budget Request to the Entity Level.
Add Attachment to Base Budget Request
Role: Organization/Entity Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Base Packages.
4. Select vertical 1.
5. Select Request Attachments.
6. Select an empty Attachment cell and right-click on it.
7. Select Attachments.
8. Select Choose File.
9. Select Open.
10. Select Upload.
11. A new pop-up screen will then display. Select Close.
12. Ensure that the attachment has been uploaded by hovering over the attachment column and confirming that the widget appears on the upper right-hand corner of the cell.
You have now completed the Add Attachment to Base Budget Request Packages process.
Review, Adjust, and Return Request to Organization
Role: Entity Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Base Packages.
4. Select the Requested – Entity.
5. All requests submitted at the entity level will be displayed.
6. The request explanation and reimbursement data can be edited.
7. Select Save.
8. Right-click the unit Organization.
9. Select Revenue and Expenses Entry and Review.
10. Make modifications as needed.
11. Select Save.
12. Select the X to return to the in-process entity tab.
NOTE: Entity Level User should ensure the four CoA segments have been populated
13. Enter Entity Comments that explain any changes.
14. Select Save.
15. Select the Base Budget Request ID Number. Then, right-click the field.
16. Select Return to Organization.
17. Confirm Base Budget Request ID.
18. Select Launch.
You have now completed the process of Reviewing, Adjusting, and Returning a Request to the Organization.
Resubmit Base Budget Request from In Process – Org
Role: Organization Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Base Packages.
4. Select Requested - Organization.
5. Review Entity Comments.
6. Select the Base Budget Request ID field. Then, right-click the field.
7. Select Submit to Entity Level.
8. Confirm the Base Budget ID number.
9. Select Launch.
You have now completed the Resubmitting the Base Budget Request from In Process – Org.
Submit Base Budget Request from In Process – Entity
Role: Entity Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Base Packages.
4. Select Requested – Entity.
5. Right-click the Base Budget ID number.
6. Select Submit to Budget Office.
7. Confirm Base Budget Request ID.
8. Select Launch.
NOTE: The Base Budget Request will disappear and now display on the Submitted Requests tab.
9. You have now completed Submitting a Base Budget Request from In Process – Entity.
Review All Base Budget Requests
Role: Organization/Entity Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Base Packages.
4. Select vertical 1 to review all base Budget requests.
NOTE: This form will include all Base Budget Request Packages (vertical 2 is specific to current year).
5. Column one is the Request Status.
You have now completed the process of Reviewing all Base Budget Requests.
Base Budget Request Packages – Current Year
Create and Populate Current Year Budget Request Packages
Role: Organization/Entity Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Base Packages.
4. Select vertical 2.
5. Ensure the correct Organization is selected.
NOTE: Ensure you select a level 0 Organization.
6. Right-click and select Add Base Budget Request.
7. Select Launch.
8. Enter an Explanation into the Request Explanation column.
9. Select Save.
10. Select Actual Spend or Static.
11. Select Save.
12. To add dollars to the request, right-click the Organization, then select Revenue and Expense Entry and Review.
13. Confirm the Organization.
14. Enter all Amounts for Requests in the Table.
15. Select a Purpose, Program, Activity, and Site.
16. Select Save.
17. Select a different Organization.
18. Select the arrow icon to launch.
19. Enter all Amounts for Requests in the table.
20. Select a Purpose, Program, Activity, and Site.
21. Select Save.
22. Both Organizations that were filled in should now appear in the form to the right along with a total column for the D Level summation.
23. Close out the edit tab by select the X in the horizontal tab.
24. Ensure that changes are reflected in the column.
You have now completed the process of Creating and Populating Current Year Budget Request Packages.
Submit Current Year Base Budget Request to Entity Level
Role: Organization Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Base Packages.
4. Select vertical 2.
5. Select Requested – Organization.
6. Select the first field of the row, then right-click.
NOTE: Before right clicking, click on the Budget Request package cell (the leftmost column in the table), ensure the row highlights in blue, then right click.
7. Select Submit to Entity Level.
8. Confirm Base Budget Request ID.
9. Select Launch.
You have now completed Submitting a Current Year Base Budget Request to the Entity Level.
Add Attachment to Current Year Base Budget Request
Role: Organization/Entity Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Base Packages.
4. Select vertical 2.
5. Select Request Attachments.
6. Select an empty Attachment cell and right-click on it.
7. Select Attachments.
8. Select Choose File.
9. Select Open.
10. Select Upload.
11. A new pop-up screen will then display. Select Close.
12. Ensure that the attachment has been uploaded by hovering over the attachment column and confirming that the widget appears on the upper right-hand corner of the cell.
You have now completed the process of Adding Attachments to Current Year Base Budget Request Packages.
Review, Adjust, and Return Request to Organization
Role: Entity Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Base Packages.
4. Select vertical 2.
5. Select the Requested – Entity.
6. All requests submitted at the entity level will be displayed.
7. The request explanation and reimbursement data can be edited.
8. Select Save.
9. Right-click the Unit Organization.
10. Select Revenue and Expenses Entry and Review.
11. Make modifications as needed.
12. Select Save.
13. Select the X to return to the in-process entity tab.
NOTE: Entity Level User should ensure the four CoA segments have been populated.
14. Enter Entity Comments that explain any changes.
15. Select Save.
16. Select the Base Budget Request ID Number. Then, right-click the field.
17. Select Return to Organization.
18. Confirm Base Budget Request ID.
19. Select Launch.
You have now completed the process of Review, Adjust, and Return Request to Organization.
Resubmit Current Year Base Budget Requests from In Process – Org
Role: Organization Level User
1. Select the OKTA Single-Sign-On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Base Packages.
4. Select vertical 2.
5. Ensure the correct Organization has been selected.
6. Review Entity Comments.
7. Select the Base Budget Request ID field. Then, right-click the field.
8. Select Submit to Entity Level.
9. Confirm the Base Budget ID number.
10. Select Launch.
You have now completed the Resubmitting Current Year Base Budget Requests from In Process – Org.
Submit a Current Year Base Budget Request from In Process – Entity
Role: Entity Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Base Packages.
4. Select vertical 2.
5. Select Requested – Entity.
6. Right-click the Base Budget ID number.
7. Select Submit to Budget Office.
8. Confirm Base Budget Request ID.
9. Select Launch.
NOTE: The Base Budget Request will disappear and now display on the Submitted Requests tab.
You have now completed Submitting a Current Year Base Budget Request from In Process – Entity.
Review All Base Budget Requests
Role: Organization/Entity Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Base Packages.
4. Select vertical 2.
5. Column one is the request status.
NOTE: This form will include all current year requests. Select Vertical 1 to review all Base Budget Requests.
You have now completed the process of Reviewing all Base Budget Requests.
Conditional Budget Request Packages
Creating and Populating Conditional Packages
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Conditional Base Packages.
4. Select vertical 2.
5. Select the Requested – Organization horizontal tab.
6. Select User_Org to change the org to the appropriate org.
7. Type the number into the search box. Then press enter on your keyboard.
8. Select the checkmark next to the appropriate program code.
9. Select OK.
10. Right-click in the blank white space.
11. Select Add Conditional Budget Request.
12. Enter data for all required fields with an asterisk. Enter an Individual's Name, Individual UChicago ID, or the Capital Request number if applicable.
NOTE: If you answered yes to Is this request specific to an individual or project, then either the Name/Chicago ID OR the Capital Request Number needs to be populated.
13. Select Launch.
14. The shell of the request will be created and displayed.
15. Select Save.
NOTE: If you clear out the data you entered, the individual’s name, UC ID, or Capital request must be available.
16. Right-click the Organization cell.
NOTE: Before right clicking, click on a member in the dimension closest to the grid so that the row highlights in blue, then right click
17. Select Revenue and Expense Entry and Review.
18. Enter data for each year.
NOTE: The 1st year will always be the Current Year, while the 2nd year will be the Budget Year. The Budget Office enters the per year maximum.
19. Enter a purpose, program, activity, or site.
20. Select Save.
21. Select the X.
NOTE: The COA values will select default values if nothing is selected.
22. Select Save.
You have now completed the process of Creating and Populating Conditional Base Packages.
Submit Conditional Budget Request to Entity Level
Role: Organization Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Conditional Packages.
4. Select Requested – Organization.
5. Right-click the Base Budget ID number.
6. Select Submit to Entity Office.
7. Confirm Base Budget Request ID.
8. Select Launch.
NOTE: The Base Budget Request will disappear and now display on the Submitted Requests tab.
You have now completed the process of Submitting a Conditional Budget Requests to the Entity Level.
Add Attachment to Conditional Budget Request
Role: Organization/Entity Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Conditional Packages.
4. Select vertical 2.
5. Select Request Attachments.
6. Select an empty Attachment cell and right-click on it.
7. Select Attachments.
8. Select Choose File.
9. Select Upload.
10. Select Open.
11. Select Upload.
12. Ensure that the attachment has been uploaded by hovering over the attachment column and confirming that the widget appears on the upper right-hand corner of the cell.
You have now completed the process of Adding an Attachment to a Conditional Budget Request Package.
Review, Adjust, and Return Request to Organization
Role: Entity Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Conditional Packages.
4. Select vertical 2.
5. Select the Requested – Entity.
6. All requests submitted at the entity level will be displayed.
7. The request explanation and reimbursement data can be edited.
8. Right-click the unit Organization field.
9. Select Revenue and Expenses Entry and Review.
10. Make modifications as needed.
11. Select Save.
12. Select the X to return to the in-process entity tab.
13. Enter Entity Comments that explain any changes.
14. Select Save.
15. Right-click the Conditional Budget Request ID Number.
16. Select Return to Organization.
17. Confirm Conditional Budget Request ID.
18. Select Launch.
You have now completed the Reviewing, Adjusting, and Returning Requests to the Organization (Entity Level).
Submit Conditional Budget Requests from In Process – Org
Role: Entity Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Conditional Packages.
4. Select vertical 2.
5. Right-click the User Organization field.
6. Select Submit to Entity Level.
7. Review the Conditional Budget Request ID.
8. Select Launch.
You have now completed the process of Submitting a Conditional Budget Request from In Process – Org.
Review All Conditional Budget Requests
Role: Organization/Entity Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Conditional Packages.
4. Select vertical 1.
NOTE: Vertical 1 displays all requests, regardless of status. Vertical 4 shows all approved requests.
5. All conditional requests will be displayed. The first column is the request’s status.
NOTE: The user should confirm that all created requests appear regardless of the status.
You have now completed the process of Reviewing all Conditional Budget Requests.
Reviewing Current Year Adjustments for Approved Conditional Requests
1. Role: Organization/Entity Level User
2. Select the OKTA Single-Sign On button and then complete the steps to sign in.
3. Select Budget Request Packages.
4. Select Conditional Packages.
5. Select vertical 5.
NOTE: This form will display all approved conditional package adjustments to the current year.
6. Assuming there were current year dollars, ensure the current year portion of the request and the offset.
You have now completed the process of Reviewing Current Year Adjustments for Approved Conditional Requests.
Update an Existing Conditional Request
Role: Organization/Entity Level User
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Budget Request Packages.
3. Select Conditional Packages.
4. Select vertical 3.
5. Ensure the earlier request submitted to the Budget Office is visible.
6. Right-click on the request
7. Select Revenue and Expense Entry Review in the pop-up menu.
8. Review the Per Year Maximum.
9. Confirm that you cannot write in the current year.
10. Adjust the future years accordingly.
NOTE: All expense fields will become red if the amount exceeds the Per Year Maximum. You must reduce the amount to less than the per year max before saving.
11. Select Save.
12. Select vertical 4.
13. Ensure Revenue and Expenses for All Approved Budget Request match what has been adjusted in the existing request on vertical 3.
You have now completed the process of Updating Existing Conditional Requests.