1. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) Department of Defense WELCOME F-101 BUDGETS in DTS

2. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) F-101 CLASS OVERVIEW Topic: Budgets in DTS Time: Approximately 45 minutes Target Audience: Lead Defense Travel Administrators (LDTAs), Budget Defense Travel Administrators (BDTAs) Pre-Requisites: D-100: DTA Maintenance Tool – Overview Suggested Training Compliment: F-100: Lines of Accounting in DTS

3. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) TECHNICAL ISSUES? AUDIO GAPS SLOW SCREEN CHANGES DISCONNECTS Exit class Close all other software applications Log back into class Check with local IT staff If problem persists call the DISA Help Desk: 1-800-447-2457

4. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) 4 ATTENDANCE CREDIT ENTER:  FULL NAME  SERVICE or AGENCY INITIALS ONLY  KEEP IT SIMPLE SELECT: GUEST EXAMPLES: Lynn Green / USA John Blue / USAF Betty Silver / DISA Dave Brown / USN Barb Yellow / DFAS Greg Orange / USMC

5. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) COMMUNICATING IN CLASS Enter questions here  Use chat box for all questions  Most answered during class  Some need post class follow up

6. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) TRAINING OBJECTIVES After this class, you should be able to use the DTS Budge module to: Search for a budget Create a budget Copy a budget Edit a budget

7. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) DTS BUDGET MODULE Tracks TDY funding Not linked to any official budget system DTS and official budget must be reconciled Permission levels control budget access: Permission Level 0 - Create documents Permission Level 1 - View budgets Permission Level 3 - Edit budgets

8. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) Maintained at the organizational level Created when LOAs are established Shared with all sub-organizations External transactions entered manually Can be inactivated Unused funds automatically rollover quarterly Budget Journal lists recent transactions DTS BUDGET MANAGEMENT

9. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) WELCOME SCREEN- BUDGETS

10. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) BUDGET MAIN SCREEN

11. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) SHOW BUDGETS - SEARCH

12. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) SHOW BUDGETS - LIST

13. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) SHARING A BUDGET

14. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) ADJUSTMENT REMARKS

15. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) SAVING ADJUSTMENTS

16. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) MANUALLY ENTERED TRANSACTIONS

17. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) CREATE BUDGET

18. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) SELECT LOA TO COPY

19. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) SELECT LOA TO COPY

20. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) CREATE BUDGET

21. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) CREATE BUDGET

22. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) CREATE BUDGET

23. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) SELECT BUDGET JOURNAL

24. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) VIEW TRANSACTIONS 24

25. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) MASS UPDATE BUDGETS

26. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) MASS UPDATE BUDGETS

27. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) MASS UPDATE BUDGETS

28. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) BUDGET REPORTS

29. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) BALANCE REPORT

30. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) BALANCE REPORT

31. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) BALANCE REPORT

32. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) ADJUSTMENT REPORT

33. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) ADJUSTMENT REPORT

34. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) TRANSACTION REPORT

35. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) TOTAL OBLIGATION REPORT

36. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) DOWNLOAD REPORTS

37. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) SUMMARY DTS BUDGETS Used to document and track funds Not linked to any external systems External transactions entered manually Shared budgets cannot be unshared Budges with fund obligations can’t be deleted Edit and Adjust options require remarks View Journal permits recent action review All reports are available for download

38. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) Lobby set-up: o Instructor audio turned off o Questions answered for 15 minutes o Lobby stays open 60 minutes Please help us evaluate: o Complete evaluation o Provide feedback Use the lobby resources: o Download class slides o Use links to DTMO website & TRAX CLASS CLOSING LOBBY

39. Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) THANK YOU FOR ATTENDING DISTANCE LEARNING For a three month schedule of DTMO distance learning classes Go to the DTMO Website > Training Resources Center 39