Send Budget Data to Budget Management

1. Select Budget Development from the Budget menu, and the Budget Development window opens to the Source tab.

2. Click the Continue with Previous Editing button, and the Budget Development grid opens.

3. Select the projected data set you want to work with from the pull-down list, and the grid will load.

4. Click the Send to Budget Management button, and the Send to Budget Management popup opens.

5. Select the Destination Accounting Cycle from the pull-down list. Note: The list contains the current cycle and the next cycle if it exists.

6. Click OK. When the process is complete, the Result window opens displaying successes and failures of the operation.

7. Click Close to close the Result window.

8. Open the Budget Management window, and select the Cycle you used as the destination accounting cycle. You'll see the Fund Budget Status is Proposed, and the account codes and projected amounts from the Budget Development window are now included in the Budget Items grid.

You can now continue with the Budget Management process as needed.

Return to Budget Development Overview