Expenditure Budgeting Options for Administrators

The PowerSchool ERP Budget Preparation System has two budget centers: Budget Administrator center and Budget Entry center. Both pages provide options for preparing the Expenditure Ledger budget. However, the Budget Administrator center includes additional options allowing budget administrators to maintain and save budget worksheet data.

Expenditure Budget Administrator Options

Expenditure budget administrators have access to the following options beyond those available to regular budget personnel:

• Apply/Move Budget - Lets you apply budget projection percentages to selected Expenditure Ledger accounts or copy budget figures from one standard approval level to the next.
• Save Iteration - Lets you save budget figures to an iteration at any of the standard approval levels for selected Expenditure Ledger accounts. An iteration is a template where you can save budget figures from the expenditure budget worksheet.
• Load Iteration - Lets you load budget figures from an iteration into the expenditure budget worksheet at any of the standard approval levels for selected Expenditure Ledger accounts.
• Edit Iteration - Lets you change data in an iteration without loading it into the live expenditure budget worksheet.
• Close Phase - Lets you close out a budgetary phase by assigning the iteration containing the final Expenditure Ledger data for that phase.

These options allow you to facilitate the budget process for yourself and your fellow budget personnel. They control the data that displays in the expenditure budget worksheet.

The expenditure budget worksheet is accessed through the Display Budget option in the Budget Administrator center's Expenditure section. This option displays the Update Expenditure Budget - Administrator page where you can:

• Search for and list specific Expenditure Ledger accounts.
• Make manual changes to the budget amounts for ledger accounts.
• Add records to the Expenditure Ledger.
• Delete existing ledger accounts, if needed.