1. Budget Preparation Department Entry FY 2010

2. Summary Discuss Budget Process Discuss Process Changes View FY 2010 Budget Manual Complete Departmental Summary Complete Budget Entry Complete Decision Package Execute Reports Execute Department Mtg Reports View QRCs

3. Process Changes Last YearThis Year Budget requests entered in the BW system Budget requests entered through the ESS/Budget portal Budget QRC (help materials) were available in the training website Budget QRC, Purchasing Guidelines, HR PDQ and Facilities forms (help materials) are available in the ESS/Budget Portal Printed reports were accessed through MOBIUS Printed reports are available in the ESS/Budget Portal Entered Workload Measures one at a time Workload Measures can be copied from previous year requiring editing only Copied and Pasted Mission statement, objectives, accomplishments and justifications Mission statements, objectives, accomplishments and justifications are all pre-populated requiring editing only

4. 2010 Budget Manual Budget manual contains Salary Structure Fund and Fund Center List Grants Listing Commitment Item Account codes Revenue Account Codes Purchasing Guidelines Instructions for Budget Entry The budget manual is available on the portal.

5. New Application Overview SummaryDecision Package Mission StatementSummary AccomplishmentsNew Positions ObjectivesPackage Requests Workload MeasuresCapital Requests Budget EntryDept Mtg Reports Budget RequestsText Summary, Workload Measures Capital RequestsRequest for Appropriations/Capital Reclassification RequestsReclassifications/Revenue Revenue EstimatesDecision Pkg-New Positions – Non Salary - Capital

6. Summary Application

7. Budget Entry Application

8. Decision Package Application

9. QRC – HELP Each application has access to all of the QRCs, Purchasing Guidelines, HR/PDQ and Facilities forms

10. General Key Points for Planning Functions Ensure Excel application is closed Exit application to change Budgeting Fund Centers Confirm header information is correct Save data often Text justifications are entered by highlighting the row

11. Summary Key Points Summary entered once per department Summary documents are now pre-populated from previous year (mission statement, accomplishments and objectives) Workload Measures can be copied into current year from previous year by clicking on All reports related to Summary can be viewed by clicking on The reports are for your information only. They are not the printed reports for the department meetings

12. Budget Entry - Budget Request Dollar amounts for 2010 will default from 2009 amounts 2010 will pre-populate with 2009 justifications New commitment items can be added by using the pick list in the cell

13. Budget Entry - Revenues Revenues will available the week of April 20th and can then be entered by the department generating the revenue Revenues require a justification You must enter all of your revenue requests

14. Budget Entry – Reports All reports related to budget entry can be viewed by clicking on These reports are for your information only. They are not the printed reports for the department meetings

15. Decision Package – Summary To create a decision package you click on the Package Summary to title the package and generate the package number

16. Decision Package – New Position You will use the package number generated in previous step Create the new position by clicking on

17. Decision Package – Package Request Enter any related items to the new position or the capital bundling here (ex: new position 521011-supplies, capital 569011-professional services)

18. Decision Package - Capital Enter the new position capital request or the new program capital here

19. Decision Package - Reports All reports related to the decision package requests can be viewed by clicking on These reports are for your information only. They are not the printed reports for the department meetings

20. Dept Mtg Reports You no longer will access MOBIUS for reports Dept Mtg Reports are accessed on the Portal

21. Need Help? Review your training materials and notes Ask your peers for assistance Call Help Desk: 817-884-3507 Contact the Budget Office: 817-884-2640