Revenue 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 Revenue Ledger budget. However, the Budget Administrator center includes added options allowing budget administrators to maintain and save budget worksheet data.

This section describes the windows and procedures for preparing a revenue budget using the Budget Administrator center. It also provides an overview of how the center's revenue options fit into the overall budget process.

Revenue Budget Administrator Options

Revenue budget administrators have access to the following options, in addition to those available to regular budget personnel:

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

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

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

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