Submitting Budgets and Reviewing Reports

This guide will cover:

 

Information

This QRG will review how to submit budgets and review and export budgets.

 

Submitting a Budget

Step 1: To Access the Budget Review and Approvals Dashboard:                                                                                               

  • From the Home Page, click the Budget Review/Approvals cluster.

  • Click the Review and Approvals card 

    

  • The Budget Review Dashboard is displayed.

  • Budget Review Dashboard is made up of two forms:

    • A review form of all fund classes on the left

    • A budget status and approval form on the right

 

Step 2: To Resize the Forms in the Dashboard:      

  • Drag the divider between the two forms.

 

Step 3: To Access Additional Dashboard Options: 

  • Hover over each form in the dashboard.

  • Additional options are displayed in the top right corner of the form.

 

Selecting Budget Status:

  • Planning users use the Budget Approval form to enter their working budget status. The Budget Office uses the form to review Budget Status.

  • Each Organization in WyoCloud Planning and Budgeting will have a Budget Completion Status. There are 3 Budget Completion Statuses:

    • "Not Started"

    • "In Progress"

    • "Complete"

  • All Organizations will begin at "Not Started". Any time data is entered via a form for a given Organization, the status will automatically change to "In Progress" via the business rule on the form.

  • Once the Budget is complete the Planning users responsible for the given department will go into this form to manually mark the Org's budget as complete. If the Org goes back in and edits the data via a form the status will flip back to "In Progress”.

  • NOTE: This is a mandatory process. The annual budget cannot be finalized  without each department completing their own budgets.

 

Setting the Status for all Departments at once:

The Budget Approval form has a feature to allow planning users to mark all level 0 members as complete, at once. Note, the below process works if you are setting the status to “complete”.

  • Change the parent to complete.

  • Click Save on the form (saving the dashboard WILL NOT save the data).

  • An information box will appear and the parent status will turn to ‘‘Green‘‘.

  • Click OK in the information box.

  • Right-click on the parent member.

  • Click Push Status to Depts from the right click menu.

  • The Budget Approval Complete Push window will display.

  • From the Budget Approval Complete Push window, click Launch.

  • A success window will display and all level 0 members will be changed to complete.

  • Click OK from the information window.

 

Accessing and Reviewing Reports

Important Notes:

  • Actuals will be loaded nightly to support variance analysis and forecast. WyoCloud Planning and Budgeting does not support real-time actuals data reporting.

  • The two main purposes of any report created in WyoCloud Planning and Budgeting are to:

    • Assist users in the system in building their budgets and forecasts

    • Help consumer users view budget and forecast development.

 

Accessing Reporting in WyoCloud Planning and Budgeting

Step 1: To Access PDF Reports:

  • By default, reports open in PDF format. PDFs can be downloaded and printed.

  • The organization can be changed from the Point of View.

  • Reports can also be opened in HTML and Excel formats.

 

Step 2: To Access HTML Reports:

  • The HTML report is displayed.

  • Optionally, drill into rows and columns.

Step 3: To Access Excel Reports:

  • The Open File window is displayed.

  • Click OK.

  • The report opens in Excel.

 

This completes the Submitting a Budget and Reviewing Reports QRG.

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Details

Article ID: 137515
Created
Wed 1/5/22 2:13 PM
Modified
Tue 6/7/22 11:15 AM