Budget Preparation is a flexible program that is suitable for complex budget procedures as well as comparatively simple ones. Depending on factors such as the size of your organization, level of detail required in your budget figures, and number of levels in your approval process, you may not need to use all of Budget Preparation's features to prepare your annual revenue budget.
At the most basic level, the system gives you a working space to prepare the revenue budget: the revenue budget worksheet. This worksheet is accessed through the Display Budget option in the Budget Administrator center's Revenue section.
Within the revenue worksheet, you move your revenue budget figures through the three standard approval levels: Requested, Recommended, and Approved. Along the way, you can apply budget projection percentages set up in the Organization Chart and Account List.