1. 6 th Annual Focus Users’ Conference 6 th Annual Focus Users’ Conference Next Year Budgeting Presented by: Kim Newman ERP Project Coordinator PowerPoint by: C.J. Obartuck Software Trainer Presented by: Kim Newman ERP Project Coordinator PowerPoint by: C.J. Obartuck Software Trainer

2. Next Year’s Budget Position Control is an essential process for the vitality of school district operations, as nearly 85-90 percent of school district costs reside in personnel-related expenses. Focus ERP is a position control system that improves management of expenditures related to human resources. By safeguarding the resources available to a school district, an effective position control system improves budget management and control processes throughout a district, while strengthening accountability and enhancing fiscal responsibility. Our system functions to protect against the use of funds on unauthorized positions to ensure that personnel allocations are supported within the budgetary constraints of the district.

3. Position Maintenance The top line will show the entire school budget; subsequent lines are individual positions at the school The Details button displays an overview of the facility as a whole with all employees along with the Average and Total Salary calculation

4. Position Maintenance The Show Employees function displays all current employees allocated to the facility Use the Allocations section to assign and track position funding by cost strip

5. Position Maintenance Budgeting View facility breakdowns of estimated budgets and enter adjustments. Click the orange icon to view in-depth information about the facility. The Salary Rate Changes section is a planning tool on the global level to show how positive or negative % changes affect the overall district budget Several useful planning features are accessed from the Budget tab Scroll right for student/teacher ratios. Districts can view ratios across the county and use the data to drive possible staff transfers/reallocations.

6. Position Maintenance Budgeting The Positions section displays all budgeted positions at the facility and breaks down how many current sections exist. In the Change column, positive or negative adjustments can be entered. Grade Levels calculates after next year rollover on the SIS side is done, for enrollment change %. All the way down to Subject level changes, after course requests are entered in SIS as well.

7. Budget Planning Use the Budget Planning module to run potential budget scenarios for the following fiscal year, prior to the adoption of the board-approved budget. Enter a title, choose the type of account to be managed, and click Create to begin working on a new scenario. A list of all previous created scenarios is listed below. Click the View button to continue working in a previous saved scenario.

8. Budget Planning While working in a scenario, the Update Scenario button can be used at any time to update the scenario with all current expenditures or amendments/revisions to the budget. Use the Planned Budget column for rapid entry of a large school district budget. Filter by a single Facility. Any applied filters will impact the Filtered Total at the bottom of the screen. This feature is being expanded to allow facilities to create and submit, for approval, their own budgets within a district mandated total budget. Note: utilize the Remove checkboxes for those cost strips that will not be adopted in the next fiscal year budget and therefore not necessary for rollover Single or multiple notes regarding specific adjustments can be made; adjustments can be increases or decreases

9. PO Rollover Rollover purchase orders to move encumbrances for open PO’s from the prior fiscal year to the new fiscal year Review the Open Requests Click Rollover Requests

10. Budget Rollover Rollover budgets after reconciling prior fiscal year budgets. This will add remaining budgets from the last fiscal year to the newly adopted budget. Select the Expense Budgets or Revenue Budgets tab to rollover the correlating budget (both screens function identically). Use the blue Select All link to check off all boxes for Rollover, or select individual budgets.

11. 6 th Annual Focus Users’ Conference 6 th Annual Focus Users’ Conference Presented by: Kim Newman ERP Project Coordinator PowerPoint by: C.J. Obartuck Software Trainer Presented by: Kim Newman ERP Project Coordinator PowerPoint by: C.J. Obartuck Software Trainer

12. Thank You Please be sure to complete the comment card for this session and enjoy the rest of the Users’ Conference!