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Yavapai College
Banner Finance
Budget Development Self ServiceTraining Manual
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Budget Development Self-Service Training ManualApril 2010
Introduction
The Budget Development Self-Service module will enable selected users the ability toquery their proposed labor and direct expense budgets for the upcoming fiscal yearvia Banner Finance Self-Service. Users will be able to review their budgets, printscreens and submit changes, if any, to the Vice President of Administrative Services.
This training manual will cover:• Accessing Budget Development Self-Service (pages 3-5)• Create Budget Development Query by Line Item Detail Option (pages 6-10)• Create Budget Development Query by Hierarchy Option (pages 11-13)
Page 2
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Page 3
Login tothe Portal
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Page 4
Click on
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Page 5
Click on
Budget Development
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Page 6
The Finance Budget Development page gives you three choices tochoose from. Only the “Create Budget Development Query” link will beused. Please do not click on the other two options.
Click on
Create Budget Development Query
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You can build a query of your organization by line item detail. The reportwill produce a listing of individual budget line items in your organization.
To create a new query, select “Create Query”. To retrieve an existingtemplate, choose a Saved Query and select “Retrieve Query”.
Page 7
Click on
Create Budget Development Query
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Budget Query by Line Item Detail
Page 8
Select “Line Item Detail” and the“Continue” button.
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Page 9
Enter parameters Y, FY1011,ITERA1 and Organization.
Select parameters asoutlined here and then“Submit”.
Budget Query by Line Item Detail
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Page 10
This report displays theproposed budget for nextfiscal year.General Notes:- Accounts 6001 through
6005 and 6009 are for full-time salaries. You shouldhave received a PositionSalary Report for FY10/11listing the employeesbeing paid from theseaccounts.
- All other 6000 and 6100series accounts cover nonfull-time salaries andfringe.
- Account 7000B is theDirect Expense Pool.
Download options available
Budget Development Report by Line Item Detail
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A Budget Manager may also query by organizational hierarchy. Thereport will begin with a summary by organization and you can drilldown to the successor organizations.
Page 11
Select “Organization Hierarchy” andthe “Continue” button.
Budget Query by Organization Hierarchy
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Page 12
Enter parameters Y,FY1011, ITERA1 andOrganization. Clickthe Organization box tolook up a higher levelorganization code.
Select parameters asoutlined here and thenSubmit.
Budget Query by Organization Hierarchy
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Page 13
Budget Query by Organization Hierarchy
The report will beginwith a summary byorganization andyou can drill down tothe successororganizations.