Add Fund Cycle Wizard

The Add Fund Cycle wizard guides you through the process of adding budget cycle information to an existing master fund.

To add a fund cycle

In the Fund Search identify the fund or funds to which the cycle is to be added. Type a New Fiscal Cycle value, then click Search. The fund search will be limited to only those funds that do not already have the specified fund cycle.

A table of funds matching your search criteria appears. Your selected search options appear just above this table.

Select a fund and click Add Fund Cycle to This Fund.

The fiscal cycle value you selected in Fund Search appears in the New Fiscal Cycle field. If you want to change this value, select a new cycle from the list.

Type a Budget Amount or select NOLIMIT from the list.

Make selections for the other fund cycle fields. For more information about fund cycle selections, see the Fund Cycle Information Tab topic.

Click Add Fund Cycle to This Fund. A dialog box appears stating that a new fund cycle was added to the existing fund.

Click OK.

You can use the Display All Cycle Information helper to review financial information for all fund cycles of this fund.

You can use this wizard to “rollover” a single fund record. Fund cycle defaults will come from wizard properties. For information about rolling over multiple fund records at one time, see How do I rollover funds?

After adding a fund cycle, you can click one of the following options.

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Modify Cycle after you make changes to the new fund cycle

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Add Fund Cycle For Another Fund to add another budget cycle to a different fund

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Close to exit the Add Fund Cycle wizard