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EB Years Maintenance

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Summary

The Year Maintenance window is used to create and maintain the budget years used in the Extended Budgeting process.

Step by Step

1     View the extended budget years.

  • The Year Maintenance window will display all of the extended budgeting years that have been created in the database. Select a budget year in the left section of the window and the Fiscal Year field in the Maintenance section of the window will populate with the information attached to the selected budget year.
  • Highlight a budget year and click the Delete icon or press DELETE to delete the selected budget year.
  • Click the Create icon or press INSERT to create a new budget year. This will create a new line item in the left section of the window.

 

2     Create or modify an extended budgeting year.

  • Enter a budget year in the Fiscal Year field.
  • Check the Active toggle to specify the selected budget year as active. Only budget years specified as active will be accessible from the Revision Selection window.
  • Click the Save icon when complete.
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