Use the Budget Preparation Profile to establish, keep track of, and access the following aspects of the Budget Preparation System:
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General system information, such as organization name and budget year.
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Expenditure and revenue account ranges.
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Method and, if needed, formatting used for entering ledger records.
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Field labels for each level in your Organization Chart and, if applicable, Project List.
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Settings for the Budget Request Center, if you use this module.
Caution
To enable the proper transfer of records when extracting and posting budget data, the Budget Preparation Profile must include the same account ranges, reporting structure, and ledger entry format as the Fund Accounting Profile. If you anticipate any changes affecting these elements, contact PowerSchool support for direction.
Menu Path: System Administration > Administration > Profiles > Budget Preparation Profile