Modify Fund Budget Wizard

The Modify Fund Budget wizard guides you through the process of modifying the budget for selected funds.

To modify a fund budget

In the Fund Search, identify a fund or funds to be adjusted. This wizard includes a Fund Level search type. To further qualify your search, click the Fund Level option and select search values for the different fund levels.

A table displays the funds that meet your search criteria. Your selected search options appear above this table.

Note: An overencumbered/spent alert will appear next to funds that are overencumbered.

You can select the Select All check box to adjust the budgets of all listed funds, or select the check boxes next to individual funds, and click Adjust Selected Fund Budgets.

A table displays the Fund ID, Budget, Adjust, and Option fields for the selected funds.

To modify a fund’s budget, click the Adjust field and type an amount. Click the Option field and select to either Decrease, Increase, or Replace the fund budget by this amount.

Make budget adjustments to the other funds in this list. You may make different types of adjustments to these funds. For instance, you could add $1000.00 to one fund, but decrease another fund by $800.00.

When you have finished making adjustments, click Adjust Selected Fund Budgets.

A window opens displaying the Fund Cycle Information Tab, Extended Information Tab and Audit Trail Tab for the selected fund. Review the new budget amount and other information on these tabs, and if satisfied, click OK. If you do not want to adjust this fund, click Skip.

Fund cycle information will display for the next selected fund. Click OK, and the wizard will continue to cycle through all selected funds until all budget adjustments are approved (or skipped).

When complete, the wizard will display a confirmation dialog, stating the number of funds adjusted. Click OK.

The table now displays the adjusted fund amounts for all listed funds. You can continue to adjust these fund budgets further, adjust different fund budgets, or exit the wizard.

After adjusting a fund budget or budgets, you can click one of the following options.

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Adjust Selected Fund Budgets after you select different funds from the fund list and make budget adjustments

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Adjust More Fund Budgets to search a new group of funds and make budget adjustments

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Close to exit the Adjust Fund Budget wizard

Important Considerations When Using this Wizard

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If the Automatically Add Audit Trail To field is selected in the Session Settings wizard, the modified budget amount displays with audit trail information in the specified entry on the Extended Information tab.

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If the Block Over Encumbrance flag of any selected fund is set to Yes, and you try to adjust the Budget Amount field such that the fund becomes overencumbered, the “Fund over encumbered/spent (fund ID)” error message displays, and modifications to the fund are not saved.

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If the Block Over Expenditure flag of any selected fund is set to Yes, and you try to adjust the Budget Amount field such that the fund becomes overspent, the “Fund exceeds the expenditure limit (fund ID)” error message displays, and modifications to the fund are not saved.

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If both the Block Over Encumbrance flag and the Block Over Expenditure flag of any selected fund are set to Yes, and you try to adjust the Budget Amount field such that the fund becomes overencumbered or overspent, the “Fund over encumbered/spent (fund ID)” error message displays, and modifications to the fund are not saved.

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If both the Block Over Encumbrance flag and the Block Over Expenditure flag of any selected fund are set to No, and you try to adjust the Budget Amount field such that the fund becomes overencumbered or overspent, the “Record updated; Fund over encumbered/spent (fund ID)” warning message displays. The modifications to the fund are saved.