Approved Budget Section of an Organization Unit Financial Summary

An approved budget is an agreed upon allocation of money for a fiscal year. The Approved Budget section heading of an organization unit financial summary displays some aspects of the approved budget, as described in Table 4-14. Fields in Approved Budget section heading of an organization unit financial summary.

Table 4-14. Fields in Approved Budget section heading of an organization unit financial summary

Field (*Required)

Description

Fiscal Year

Drop-down list of fiscal years for which you can display approved budget data. If you select View All, the Total Approved Budget is the sum of values for all fiscal years, and the budget table lists entries for all fiscal years.

Total Approved Budget

or

Total Approved Budget for FY<yyyy>

(Read-only data in either case.)

If Fiscal Year is set to View All, total approved budget over the approved budget's range of years.

or

If Fiscal Year is set to a particular year yyyy, total approved budget for that year.

Approved Capital Budget

(Read-only data)

If Fiscal Year is set to View All, total approved capital budget over the approved budget's range of years.

or

If Fiscal Year is set to a particular year, total approved capital budget for that year.

Approved Operating Budget

(Read-only data)

If Fiscal Year is set to View All, total approved operating budget over the approved budget's range of years.

or

If Fiscal Year is set to a particular year, total approved operating budget for that year.

Update Budget button

Click to add entries (with positive or negative amounts) to the budget of the selected Fiscal Year. You cannot edit existing lines. See Adding Lines to an Organization Unit Approved Budget.

In the Approved Budget section, the list of approved budget entries that contribute to the approved budget for the selected fiscal year or all fiscal years appears, with the columns described in Table 4-15. Columns in approved budget of an organization unit financial summary.

Table 4-15. Columns in approved budget of an organization unit financial summary

Column

Description

Name

Name of the approved budget line.

Date

Date the approved budget line was added.

Expense Type

Type of expense. Appears only if the COST_CAPITALIZATION_ENABLED server.conf parameter is set to true. The options are Operating (the default) and Capital.

Amount

Amount of the approved budget line.

Fiscal Year

Fiscal year of the approved budget line.

Created By

User who created the approved budget line.

Description

Description entered by the user for the approved budget line.

You cannot edit or delete existing budget lines for any fiscal year. For information about adding lines, see Adding Lines to an Organization Unit Approved Budget.