Define/Start Budget Projection Objective This document provides instructions for generating a budget projection using the Munis Define/Start Budget Projection program Overview These steps must be completed prior to entering requests through the Next Year Budget Entry program, as the projection establishes the group of accounts for which the budget will be entered. Prerequisites Before you can successfully complete this process, you must ensure that roles granting the necessary permissions have been assigned to your user account. If the roles have not been established, contact the system administrator to have them updated or added into the Munis system. Confirm the following: Your permissions allow budget level 5 transactions. Required expense and revenue accounts are set as budgetary accounts in the Account Master program. Procedure To generate a new budget projection: Open the Budget Projection program. Financials > Budget Processing > Define/Start Budget Projection Gen on the ribbon. Complete the fields according to the following table to create a new budget projection. Field Description Notes Projection Detail Projection This box indicates a five-character Number (maximum), numeric, unique identifier for this projection. Typically, this includes the fiscal year and a numeric identifier to differentiate between multiple projections for the same year. For example: 20122, and so on. Budget Year This box contains the year to which the budget projection applies.
Define/Start Budget Projection Objective This document provides instructions for generating a budget projection using the Munis Define/Start Budget Projection program Overview These steps must be completed prior to entering requests through the Next Year Budget Entry program, as the projection establishes the group of accounts for which the budget will be entered. Prerequisites Before you can successfully complete this process, you must ensure that roles granting the necessary permissions have been assigned to your user account. If the roles have not been established, contact the system administrator to have them updated or added into the Munis system. Confirm the following: Your permissions allow budget level 5 transactions. Required expense and revenue accounts are set as budgetary accounts in the Account Master program. Procedure To generate a new budget projection: Open the Budget Projection program. Financials > Budget Processing > Define/Start Budget Projection Gen on the ribbon. Complete the fields according to the following table to create a new budget projection. Field Description Notes Projection Detail Projection Number This box indicates a five-character (maximum), numeric, unique identifier for this projection. Typically, this includes the fiscal year and a numeric identifier to differentiate between multiple projections for the same year. For example: 20122, and so on. Budget Year This box contains the year to which the budget projection applies.