Budgeting

Budget Preparation (for Budget Owners)

Download Budget Preparation Instructions

Instructions include:

  • How to Complete a Budget Worksheet
  • How to Correct a Rejected Budget
  • How to Spread the Budget
  • How to Attach a Note to a Field
  • How to Attach Support to a Worksheet

Budget Approval (for Approvers)

Download Budget Approval Instructions

Instructions include:

  • How to Review a Budget
  • How to Review a Budget using the Rollup Responsibility
  • How to Reject a Budget

Budget Reports (for All Users)

Download Budget Report Instructions

Instructions include:

  • How to Open the MBI - Budgeting Cost Center & Rollup Report
  • How to Open the MBI - Budget Excel Format Cost Center & Rollup Report
  • How to Open a TSV file in Excel

Budget Module Set-Up for Data Selection

 

Download Budget Module Initial Set-Up for Data Selection

Contact Us