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PowerSchool ERP Budget Preparation

PowerSchool ERP Budget Preparation

Main

Main

Budget Preparation

Reference Tables

Overview of Reference Tables
Account List
Account Fringe Benefits
Organization Chart
Project List
Project Records
Project Components

Setting Up Budget Iterations

Working with Iterations
Iteration Procedural Outline
Procedural Illustration
Phases Table
Iteration List
Current Iteration Status Report
Iteration Audit Report
Purge Old Iterations

Expenditure Budgeting Options for Administrators

Expenditure Procedural Outline for Administrators
Expenditure Budget Without Iterations for Administrators
Expenditure Budget With Iterations for Administrators
Display Expenditure Budget Option
Update Expenditure Budget - Administrator Page
Add Expenditure Ledger Entry Page for Administrators
Details Page for Administrators
Expenditure Notes Page for Administrators
Apply/Move Expenditure Budget Option
Apply Expenditure Budget Option
Move Expenditure Budget Option
Expenditure Worksheet Reports
Requested Expenditure Worksheet
Recommended Expenditure Worksheet
Approved Expenditure Budget Worksheet
Future Year Expenditures Worksheet
Final Expenditure Budget
Expenditure Iteration Options
Save Expenditure Iteration
Load Expenditure Iteration
Edit Expenditure Iteration
Close Expenditure Phase

Expenditure Budgeting for Employees

Expenditure Procedural Outline for Employees
Expenditure Budget without Iterations for Employees
Expenditure Budget with Iterations for Employees
Requested Expenditure Budget
Expenditure Budget Process - Requested Page
Add Expenditure Ledger Entry Page for Employees
Details Page for Employees
Expenditure Notes Page for Employees
Recommended Expenditure Budget
Approved Expenditure Budget
Future Year Expenditure Budget

Revenue Budgeting Options for Administrators

Revenue Procedural Outline for Administrators
Revenue Budget without Iterations for Administrators
Revenue Budget with Iterations for Administrators
Display Revenue Budget Option
Update Revenue Budget - Administrator Page
Add Ledger Entry Page for Administrators
Detail Page
Revenue Notes Page for Administrators
Apply/Move Revenue Budget Option
Apply Revenue Budget Option
Move Revenue Budget Option
Revenue Worksheet Reports
Requested Revenue Worksheet
Recommended Revenue Worksheet
Revenue Budgeting for Administrators - Approved Revenue Budget Worksheet
Future Year Revenue Worksheet
Final Revenue Budget
Revenue Iteration Options
Save Revenue Iteration
Load Revenue Iteration
Edit Revenue Iteration
Close Revenue Phase

Revenue Budgeting for Employees

Revenue Procedural Outline for Employees
Revenue Budget without Iterations for Employees
Revenue Budget with Iterations for Employees
Requested Revenue Budget
Revenue Budget Process - Requested Page
Add Revenue Ledger Entry Page for Employees
Revenue Detail Page
Revenue Notes Page for Employees
Recommended Revenue Budget
Approved Revenue Budget
Future Year Revenue Budget

Project Budgeting Options for Administrators

Project Procedural Outline for Administrators
Project Budget without Iterations for Administrators
Project Budget with Iterations for Administrators
Display Project Budget Option
Update Project Budget - Administrator Page
Add Project Ledger Entry Page for Administrators
Project Budgeting for Administrators - Project Detail Page
Project Notes Page for Administrators
Apply/Move Project Budget Option
Apply Project Budget Option
Move Project Budget Option
Project Worksheet Reports
Requested Project Worksheet
Recommended Project Worksheet
Project Budgeting for Administrators - Approved Revenue Budget Worksheet
Future Year Projects Worksheet
Final Project Budget
Project Iteration Options
Save Project Iteration
Load Project Iteration
Edit Project Iteration
Close Project Phase

Project Budgeting for Employees

Project Procedural Outline for Employees
Project Budget without Iterations for Employees
Project Budget with Iterations for Employees
Requested Project Budget
Project Budget Process - Requested Page
Project Budgeting for Employees - Project Detail Page
Project Notes Page for Employees
Recommended Project Budget
Approved Project Budget
Future Year Project Budget

Budget Preparation Reports

Expenditure Reports
Detail Expenditure Budget Option
Expenditure Budget Option
Concise Expenditure Budget Option
Generic Expenditure Report Option
Expenditure Budget Summary Option
Revenue Reports
Detail Revenue Budget Option
Concise Revenue Budget Report
Generic Revenue Report Option
Revenue Budget Option
Summary Revenue Budget Option
Project Reports
Generic Project Report Option
Project Budget Option
Task Budget Option
Task Budget Summary Option
5-Year Project Projection Option
5-Year Detail Expenditure Projection Option
5-Year Summary Expenditure Projection Option
5-Year Revenue Projection Option
5-Year Detail Revenue Projection Option
5-Year Summary Revenue Projection Option
Iteration Audit Report0
Iteration Audit Report Option
Current Iteration Status Report Option

Uploading Spreadsheet Data

Uploading Excel Spreadsheet Data

Post Budget
Import Budget Data (22.4 and later)

Preliminary Steps

New Year Fund Rollover Table
Extract Information Option

Budget Preparation Overview

Budget Preparation Menus
Budget Preparation - System Features

Personnel Budgeting

Personnel Budgeting Overview

Personnel Budgeting Menu
Personnel Budgeting - System Features
Procedural Overview
Setup Procedures
Final Procedures
Budgeting Procedures

Iterations

Iterations Overview
Iteration Information Page
Save Position Budget Iteration Page
Load Position Budget Iteration Page

FICA Table

Extract Human Resources Data

Adding Records to Human Resources Tables
Extracting Human Resources Tables
Extracting Employee Data
Extract Human Resources Data Overview

Personnel Budgeting Table Options and Procedures

Additional Duty Table
Benefit Charge Override Table
Benefit Table
Job Class Table
Pay Code Table
Workers’ Comp Table

Employee Rate Information

Pay Rate Information Pages
Add New Pay Rate Page
Mass Update of Rate Increases Page
Employee Benefit Listing Page
Position Assignments Page
Additional Rates Pages
Employee Pay Rates Page

Position Information Page

New Position Information Page
Update Position Information Page
Vacant Employee - Pay Rate Information Page
Position Control Employee Benefit Listing Page
Position Control Additional Rates Pages

Increases and Calculations

Auto-Step Employees
Non-Scheduled Class Increases
Salary and Fringe Calculation
Calculate Salaries
Calculate Benefits
Calculate FICA
Calculate Workers’ Comp
Distribute Salary and Fringe

Apply Expenditure Projections

Post to Position Control

Report Options and Procedure

Detail Expenditure Budget Report
Distribution Detail Report
Distribution Summary Report
Employee Benefit Report
Employee Rate Increase Report
Employee Salary and Benefits Report
Employee Salary Report
Position Status Report
Reference Tables Status Report
Vacant Position Increase Report

PowerSchool ERP Online Documentation Menu

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Budget Preparation Help
Budget Preparation

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Uploading Spreadsheet Data

The Budget Administrator center's Upload Budget option enables you to load data from an Excel spreadsheet into Expenditure, Revenue, and Project ledger worksheets.

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