1. EPM New Budget Builder User Guide
Version 0.9
31 May 2017

2. Contents #1 BEIS Budgeting Concepts BEIS Budgeting Routes
Economic Ringfence
Control Budget
Budget Versions
General information on EPM
Using the toolbar
Colour Coding on the screens
Handling columns with long descriptions
BEIS or DECC Alias - Intro
Who to contact for support…
Access EPM method
Navigate EPM Apps
Selecting the appropriate App
Access NEW App Main Menu
New App – Main Menu

3. Contents #2 MA Admin Main Menu to MA Admin Menu MA Budget Admin
Open Draft Budget
Reset Draft Budget Workflow
Access Total BEIS Draft Budget Allocation
Access Draft Budget Workflow
Budget Workflow – Group Allocation
Enter Budget Allocation to Groups
Budget Allocation – Show all Colour of Money
Allocations to other Financial Years
Monitoring Progress via Workflow
Admin
Allocations to Directorate and below
Budget Workflow for Allocations to Directorates
Enter Budget Allocations to Directorates
Budget Workflow for Allocations to Base level
Enter Budget Allocation to base level

4. Contents #3 Budget Workflow for Budget Detail Entry of Budget Detail
Entering Budget Detail
Profiling Budget Detail
Entering line comments
Budget Detail Summary View
Submitting Budget Detail
Confirm Budget Detail Submission
Review Budget Detail Overview
Access to Review
Identifying items for review
Budget Detail Review – Detail View
Budget Detail Review – Summary View
Budget Detail Review – Status View
Budget Detail Review – Post Action

5. Contents #4 Local CoA to UCoA Concepts Local CoA process – NEW App
Local Account to UCoA Account
Local Project (Objective) to UCoA Programme
Local Mgmt Unit to UCoA Org Unit
Main Menu option for Local CoA
Select Posting Entity and Access Local Code and Map
Access Local Account Mapping #1
Access Local Account Mapping #2
Local Account Mapping View
Completing Local Account Mapping
Access Local Project Mapping
Complete Local Project Mapping
Complete Local Mgmt Unit Mapping
Local Code and Map Future Options
Submit mappings
Local CoA Code and Mappings – Post Submission

6. Contents #5 Entering Budget in Local CoA Local Input Budget Sheet
Local Input Budget View
Check Local Budget
Check Local Budget View
Submit Local Budget
Post Local Budget Submission
Local Budget UCoA Adjustment Workflow
Local Budget UCoA Adjustment Detail
Ex-BIS Partners Local Budget
Budget Cycle in POP
Enter Local Account Budget in POP
Edit/Review in UCoA from POP
Contribute Link from POP
Link across to NEW App
New Budget Detail Sheet

7. BEIS Budgeting Concepts
Budgeting at BEIS is a top down and bottom up exercise (see next page for diagram)
Budget Allocations are set at Financial Year level by
Economic Ringfence (consolidation of Account)
Control Budget (consolidation of Programme)
Collectively known as Colour of Money
Allocations are set at Total BEIS level, then Group level by Management Accounts
Groups then allocate to Directorate and then to Org Unit level (Cost Centre/Entity)
Bottom Up Budgeting breaks this down to individual Account and Programme Code level, and phases the budget across the periods.
The Bottom Up budget must match the Top Down allocation.
Budgeting may be for the Current Year or up to 5 years ahead.
Concepts

8. BEIS Budgeting Concepts Diagram
This diagram shows the allocations down, detail up methodology
Concepts

9. BEIS Budgeting Routes Concepts
BIS & DECC Core
This diagram shows the flow through the system, the colours show the relevant sections within this guide
Concepts

10. Economic Ringfence Economic Ringfence Split Characterisation
Non-Ringfenced
Resource
Ringfenced
General Capital
Capital
Financial Transactions
Concepts

11. Control Budget Control Budget Split Characterisation 1
AME
Programme
DEL-PROG
DEL
DEL-ADMIN
Admin
We only split Capital by DEL but Resource must be split by DEL-PROG and DEL-ADMIN
Concepts

12. Budget Versions All entry is carried out in the Draft Budget version
When Management Accounts are happy and all allocations and detail budgets are finalised, they copy the Draft Budget to:
Curr Budget, which is used to compare to Curr Forecast
Hist Budget, for the Current Posting Month, which gives a history of changes to the budget for an Effective Month and Year, for each Posting Month
Concepts

13. General information on EPM
The New Budget Builder is based on TM1 Web
The following screens give some general information on
TM1 Web Tool bar
Colour Coding Standards
Subset Editor
Handling columns with long descriptions
Showing BEIS (UCoA) or DECC (SOP) Aliases for Account codes and Org Units (Groups, Directorates, Cost Centres/Entities)
Who to contact for Support
General information on EPM

14. General information on EPM
Using the toolbar
It is best to toggle off Automatic Recalculation to avoid figures automatically refreshing
All later screens provide a Refresh button that you should click after changing any selection
Zoom In/Out
Undo
This allows export to Excel or Adobe PDF
If you cannot see all the text in a cell you can either click in the cell to get a wrapped field, or you can click this to make the whole column widen to show the text. More detail on this is given later
General information on EPM

15. Colour Coding on the screens
Light Green – Subset Editor – Click the downward facing black triangle to open the Subset Editor dialog box which will allow you to change the selection
Light Yellow – Pull down list. Click in the cell and a pull down will appear allowing you to select different options
Grey cells – not enterable
White cells – usually enterable
Buttons to take an action
General information on EPM

16. Searching in the subset editor
The Subset Editor lets you change your selection
General information on EPM

17. Handling columns with long descriptions
Click in the column that has the long description eg Account, particularly when showing DECC Aliases which tend to be something more verbose than the BEIS Aliases
General information on EPM

18. General information on EPM
Auto Fit to width
Click the Auto Fit button in the toolbar
Click the Refresh button
General information on EPM

19. Column width is widended
The column width of the selected column is now widened to fit the width of the longest piece of text
General information on EPM

20. BEIS or DECC Alias - Intro
Many of the screens give you the option to show the BEIS (UCoA) or DECC (SOP) Code and Description for Account and Org Unit
Account
Where more than one SOP Account is mapped to the same UCoA Account the SOP Account that will be shown is arbitrary since a UCoA Account can only have one Alias at a time.
Org Unit (Group, Directorate, Cost Centre, Entity)
In most cases there is no difference between the BEIS and DECC Alias. However, in support areas that were common to both ex-BIS and ex-DECC, like Finance, there are cases where a Cost Centre meaning the same concept has a different Code and Description on SOP compared to Oracle UCoA.
General information on EPM

21. Swapping between BEIS and DECC Aliases #1
General information on EPM

22. Swapping between BEIS and DECC Aliases #2
After changing to DECC Alias, click Refresh and the DECC Aliases for Account and Org Unit will be shown
As this was a late requested change, not all screens in this guide will have been updated to show this option
General information on EPM

23. Who to contact for support…
For business process matters, Management Accounts at For system issues, raise a ticket on the EPM Service Desk at (Your login details will have been included in the notifying your of your EPM user details.)
General information on EPM

24. Access EPM method Access EPM using the following link
Log in using your normal EPM credentials
The EPM Homepage should appear automatically. If it does not please see this document
Accessing the system

25. Navigate EPM Apps
Click on My Apps to see the list of Apps and scroll down
Accessing the system

26. Selecting the appropriate App
If you are involved in Allocations, or you are ex-DECC or ex-BIS Core, access the NEW App as described next.
If you are an ex-BIS Partner, then, once the allocations are completed, you should access the POP App, using the process described here.
Accessing the system

27. Accessing the New App Scroll down until you can see the NEW App
Click on it
Accessing the system

28. Launch New App Main Menu
Click the button to launch the Main Menu of the New App.
Accessing the system

29. Access NEW App Main Menu
Click “Launch New BEIS EPM”
Accessing the system

30. New App – Main Menu Accessing the system This is the main menu.
The option you should pick depends on the type of user.
Management Accounts should click on MA Admin to provide
Top level allocations
Manage the budgeting process
Ex-BIS –Core and Ex-DECC Core click on Central Draft Budget to provide
Allocations to Directorate level and below
Detail Budgets by Account and Programme, profiled by month
Ex-DECC ALBs click on Local CoA to provide
Budgets in their Local Chart of Accounts
Detail Budgets by Account and Programme, profiled by month in UCoA
Accessing the system

31. MA Admin
MA Admin set the overall BEIS Budget and the Group Level Budgets
They administer the budget collection process
They can monitor the workflow and chase incomplete submissions
Management Accounts

32. Main Menu to MA Admin Menu
Access the MA Admin Menu
Management Accounts

33. MA Admin Menu
Management Accounts

34. MA Budget Admin
An example of the validation, since the Budget is already open you cannot open it again
Management Accounts

35. Open Draft Budget
Opening the Budget takes a few minutes since it needs to enable write access to cubes that were set to read only when the Budget was closed
Management Accounts

36. Reset Draft Budget Workflow
Since we are starting a Budget collection, this resets the workflow for all Org Units back to the Contribute Stage.
Management Accounts

37. Access Total BEIS Draft Budget Allocation
Management Accounts

38. Total BEIS Draft Budget Allocation
Management Accounts

39. Access Draft Budget Workflow
Management Accounts

40. Budget Workflow – Group Allocation
Click on All Org Units by Group Dir Base
Click Launch Allocation Sheet for selected Org Unit
Management Accounts

41. Enter Budget Allocation to Groups
Top shows the Parent Budget Allocation (In this case Total BEIS)
Scroll down to allocate Budget to the children below (in this case Groups)
Continue until the total on the children matches that on the parent
Management Accounts

42. Budget Allocation – Show all Colour of Money
If no data shows for a Colour of Money Economic Ringfence and Control Budget combination, change the “Hide Zero Rows” drop down to “Show Zero Rows” and click “Refresh”
If no budget has been allocated in the past, it is likely to be hidden.
Management Accounts

43. Check Group Allocations match Total BEIS
Scroll back up to the parent area to review the effect of your allocations.
When the Parent Allocation matches the Allocation to Children the Difference column will be Green. Continue until all Colour of Money combinations match.
Management Accounts

44. Allocations to other Financial Years
If setting budgets for more than one year, select the year and repeat until all years have matching allocated budget at the group level
Management Accounts

45. Monitoring Progress via Workflow
As things progress the Workflow sheet allows you to monitor progress, in particular mismatches between higher and lower level allocations and detail budget.
At the Detail level they must submit. This shows total required, and outstanding are any that have not reached the Finalised Stage
Click ‘+’ to expand Groups to Directorates and Org Units
Select a specific year to get a breakdown of mismatches by level
Summary of mismatches for each of the 5 potential years for budgeting
Management Accounts

46. End of MA Budget Admin

47. Allocations to Directorate and below
Budget allocations for Total BEIS and Groups are entered by Management Accounts.
If you are responsible for allocating budget to Directorates and below, click on the Central Draft Budget button
Allocations to Directorate and below

48. Budget Workflow for Allocations to Directorates
Click on the Group for which you want to enter Directorate Allocations in the list below
Click the Launch Allocations Sheet for selected Org Unit 2 1
Allocations to Directorate and below

49. Enter Budget Allocations to Directorates
Enter Budget Allocations for each Directorate within the selected Group
Check that the total of the Directorate Allocations matches the Group allocation in each colour of money combination – The Parent vs Children Difference should be green for all combinations.
Allocations to Directorate and below

50. Budget Workflow for Allocations to Base level
Swap back to the workflow tab
Click the + alongside the Group to see the Directorates below it
Select the Directorate
Click Launch Allocation Sheet for selected Org Unit 1 4 2 3
Allocations to Directorate and below

51. Enter Budget Allocation to base level
Enter the budget allocation to the base level Cost Centre or Partner Entity
Ensure that the sum matches the directorate’s allocation (there will normally be more Colours of Money than the example shown below)
Allocations to Directorate and below

52. Budget Workflow for Budget Detail
Swap back to the workflow tab
Click the + alongside the Group to see the Directorates below it then the + alongside a Directorate within the Group to see the base level Cost Centres / Partner Entities within it.
You can launch the Budget Detail Sheet at the Directorate level but on larger Directorates it is often easier to select one Cost Centre/Partner Entity at a time
Before proceeding select the appropriate year and check that there are only mismatches between Base Alloc and Base Detail. If there are matches at a higher level eg Directorate to Base then you will still be able to enter at the detail level but you will not be able to submit.
Click Launch Detail Sheet for selected Org Unit
Contribute Budget Detail

53. Contribute Budget Detail
Entry of Budget Detail
The detailed budget sheet will open in input mode
You can swap between BEIS and DECC Aliases for Account and Org Unit
You can select a different Cost Centre on this screen but the general advice is to swap back to the Workflow screen to select a different Cost Centre/Entity
By default it will show all combinations of Org Unit, Programme and Account for which there was a value in Curr Budget, Draft Budget, Curr Forecast or Mgmt Actual. If you need to budget for a brand new combination select the Org Unit, Programme and Account in the Add New Line section
You can either type in the budget profile across the months or enter a full year figure and profile it using the profile options indicated on the screen.
Below the Detail Area there is a Summary Area giving totals by Colour of Money vs Budget Allocation
Once all data has been entered you can scroll down to mark the Org Unit for Submission in in the Status View and enter an overall comment, then click Take Action to submit the figures to your reviewer.
Contribute Budget Detail

54. Entering Budget Detail
Enter the figures
At this stage the figures are in green text indicating that they are not yet committed into the database.
Click Refresh
The figures will turn to blank text indicating that they are committed into the database and all related figures will be updated
Contribute Budget Detail

55. Profiling Budget Detail
If the budgetary spending has a regular pattern eg same amount each month then you can use Profiling options to spread the budget over the months
Click Refresh and scroll across to see the profiling
To remove profiling and return to month by month entry change the Profile Number to 0.
Contribute Budget Detail

56. Entering line comments
You can enter comments on individual lines, but this is only necessary if you need to explain something that will help the reviewer.
Contribute Budget Detail

57. Budget Detail Summary View
Scroll down to see the Summary View
This shows totals for all Colour of Money and the variance to the allocated budgets which must all be 0 Green, before you can submit
Contribute Budget Detail

58. Submitting Budget Detail
Scroll down to the Status View shows the current status of the Org Unit which will be Contribute and allows you to select it for submission and to enter a submission contributor comment.
If you had opened the Budget Detail sheet for a Directorate then you can submit some of the Org Units and leave others at the Contribute stage.
From the pull down list in the yellow cell select Submit and enter a Contributor Comment
Scroll to the top and click Take Action on Selection on Status View below
Contribute Budget Detail

59. Confirm Budget Detail Submission
Once the Org Unit(s) are submitted the sheet will switch to Import Mode and all further entry will be prevented.
Contribute Budget Detail

60. Review Budget Detail Overview
Users that have both access to the Cost Centre / Entity and have Reviewer rights, can:
Action
Description
Approve
Moves the workflow on to the Finalised Stage
Reject
Sets the workflow back to the Contribute Stage. Changes can then be made to the budget and it can be re-submitted for approval
Reset
This should only be used when the workflow is at the Finalised Stage but a change in the budget allocated to this Cost Centre / Entity means that it needs to be reset to the Contribute stage to allow changes to the detail to be made.
Review Budget Detail

61. Access to Review
On the Main Menu of the NEW App click Central Draft Budget
Review Budget Detail

62. Identifying items for review
When the Budget Workflow sheet opens, scroll across to you can see the Total at Review Stage column.
Expand any Groups that have items for review via Directorate level to the base level
Click on the appropriate Cost Centre / Entity
Click Launch Detail Sheet for selected Org Unit
Alternatively, you can launch the Detail sheet at the Directorate level to review all Cost Centres / Entities in the Directorate if all are at the Review Stage. 4 1 2 3
Review Budget Detail

63. Budget Detail Review – Detail View
The Budget Detail Screen will open in Review Mode.
You can review the detail of what was entered by Org Unit, Programme and Account, and scroll across to see any Contributor Comments on specfic lines
You can scroll down to the Summary View
Review Budget Detail

64. Budget Detail Review – Summary View
The Summary View allows you to see the totals by Colour of Money for the Draft Budget, Current Budget, PY Actuals, as well as the profile over the periods.
Scroll down to see the Status View
Review Budget Detail

65. Budget Detail Review – Status View
The reviewer can see any overall comment made by the contributor and scroll across to enter their own comment
From the pull down list they can then select whether they want to Approve or Reject the submission
NB if there are multiple years the approval will apply to all years so be sure to review all years before taking action
Click Take Action on selected on Status View below
Review Budget Detail

66. Budget Detail Review – Post Action
If Approved it will move to the Finalised Stage
If Rejected, it will move back to the Contribute stage so that figures can be amended.
If it is in the Finalised Stage there will be an option to Reset it back to the Contribute stage but only if the Budget Detail no longer matches the base level Allocation.
Review Budget Detail

67. Local CoA to UCoA Concepts
Those Posting Entities that provide information in Local CoA will need to specify their Local Codes and map those to the equivalent UCoA Codes
DECC Core will only need to do this for Actuals since they will Budget and Forecast using the same screens as BIS Core, but they will use the option to display DECC SOP Account Aliases to help them
DECC Partners will specify Local Accounts and Local Projects and their mappings to UCoA Account and UCoA Programmes respectively. They will also need to specify the Local Mgmt Unit although flags have been set to say that the Local Code will be the same as the UCoA Code for their Org Unit.
BIS Partners for the moment will continue to use POP and will continue to specify a Local Account and its mappings to both UCoA Account and Programme.
Local Chart of Accounts Concepts

68. Local CoA process – NEW App
We will now look at the Local Code and Map Process in the NEW App.
Posting Entities using the NEW App will need to submit their Local Chart of Accounts Codes for the following Segments, as well as mappings to UCoA
Local Segment
Synonyms
UCoA Segment
Local Account
Nominal, NAC
UCoA Account
Local Project
Objective, Task
UCoA Programme
Local Mgmt Unit
Cost Centre, Entity
UCoA Org Unit
Local Chart of Accounts Concepts

69. Local Account to UCoA Account
For ALBs / POs, the Local Accounts of the Local CoA need to be mapped to UCoA Account
Mappings are available from SOP Account to UCoA Account
If mappings were entered into POP during eg Year End Financial Accounts for 2016/17, you can ask BICC to transfer these over to provide a starting point for the mappings. However as these mappings will have been on the basis of a Local Account to both a UCoA Account and Programme, they will need to be updated.
The Programme may have been the default This is of no use for Management Accounts and should be cleared.
Instead the Local Project segment should be used to specify mappings to UCoA Programme.
This may mean that you can revise your Local Accounts so that eg you no longer need to repeat the same Local Account suffixed with A and P to distinguish between Admin and Programme to allow mappings to the same UCoA Account but different UCoA Programme Codes.
Local Chart of Accounts Concepts

70. Local Project (Objective) to UCoA Programme
What ex-DECC users know as Objective Code is known in EPM as the Local Project. This must be mapped to a UCoA Programme.
The generic Admin UCoA Programme Code of can now be used
You may also have Projects that map to UCoA Programmes for DEL-PROG and AME-PROG.
The codes can be found on the UCoA file, or via your FBP.
Local Chart of Accounts Concepts

71. Local Mgmt Unit to UCoA Org Unit
The Local Mgmt Unit is equivalent to the old DECC Cost Centre
In the case of a BIS Partner it is equivalent to their Entity Code.
This should be mapped to a UCoA Org Unit
However, as DECC Cost Centres have been added as UCoA Org Units, there is no need to provide a mapping since a flag has been set to say that the Local Code is the same as the UCOA Code. You just need to list your Local Codes
In the case of BIS Partners when they start to use the New App, they will not need to specify a Mgmt Unit since their ENT Entity code will be derived from the PEN Posting Entity code.
Local Chart of Accounts Concepts

72. Main Menu option for Local CoA
On the Main Menu click Local CoA
NEW App Local Code and Mappings

73. Select Posting Entity and Access Local Code and Map
Ensure your Entity is listed in the posting entity and the Stage is set to contribute (if you change Entity press “Refresh” – Click open against Local Code and Map to proceed
NEW App Local Code and Mappings

74. Access Local Account Mapping #1
Select the segment you want to apply a Local CoA Mapping against
NEW App Local Code and Mappings

75. Access Local Account Mapping #2
Select how many lines you believe you will need to enter mappings, then Press Open to proceed to the next step
NEW App Local Code and Mappings

76. Local Account Mapping View
The page will be blank when you enter, you will then need to press the recalculate button.
Start entering data on line L_0001
Text not committed will be shown in green, press Refresh or F9 to commit the data
The ability to map to UCoA Programme from Local Account is there for historical reasons. Only a mapping to the UCoA Account code should be entered
NEW App Local Code and Mappings

77. Completing Local Account Mapping
Committed data shown in black
Once completed press the small x to close the screen
NEW App Local Code and Mappings

78. Access Local Project Mapping
Return to the Local Code and Map Menu
Change the Segment to Local Project and click Open
Select how many lines you believe you will need to enter mappings, then Press Open to proceed to the next step
NEW App Local Code and Mappings

79. Complete Local Project Mapping
Complete Local Project Mapping in the same way as you did for Local Account
To clarify, if you do have multiple projects mapping to one UCoA Programme, you should pre-summarise your data to the level of your UCoA Programmes and just submit at that level.
There is no need to submit data for 100s of Local Projects, and at present we do not have the capacity to handle this.
NEW App Local Code and Mappings

80. Complete Local Mgmt Unit Mapping
Return to the Local Code and Map Menu,
Change the Segment to Local Mgmt Unit and click Open
Complete Local Mgmt Unit Mapping in the same way as you did for Local Account
If the flag is set to say that your Local Mgmt Unit is the same as the UCoA Org Unit then it will automatically show the UCoA Code as being the same as the Local CoA Code that you enter. The Local CoA Code must exist as an UCoA Org Unit.
NEW App Local Code and Mappings

81. Local Code and Map Future Options
There are options on the Local Code and Map Menu to allow you to Build Local Dimensions and Specify Local Hierarchies. These are options for the future and should not be used without first discussing these with BICC, and certainly not at the start of the year
NEW App Local Code and Mappings

82. NEW App Local Code and Mappings
Submit mappings
Currently we are not using Custom Hierarchies for Partners so please ignore “Build Local Dimension and “Add Hierarchy”
Click “Submit all Codes and Mappings” to submit the codes to the system
NEW App Local Code and Mappings

83. Local CoA Code and Mappings – Post Submission
The Local Code and Map Menu should now show Finalised.
Mappings cannot now be changed.
If you have made an error, you will need to contact BICC to get the status reset
NEW App Local Code and Mappings

84. Entering Budget in Local CoA
On the Local CoA Menu you should see that the Local Code and Map is Finalised
You will not be able to submit Budget figures until it is
Click the Open hyperlink alongside Local Input Budget
NEW App Local Budget Entry

85. Local Input Budget Sheet
Example shown here is for DECC Core but for a DECC Partner it would be the same just with their Local CoA rather than the SOP CoA.
Check the Posting Entity that is selected
Note the Current Year
Click Refresh
Click the Input Hyperlink to open the Input View
NEW App Local Budget Entry

86. Local Input Budget View
Click the Calculate button
Paste in the Local Account, Project, and Mgmt Unit
You will notice that your changes are in green text.
You will see that the text has gone black which confirms that your changes have been saved on the server
You can only paste in a max of 100 rows at a time. If you have more rows you will need to page down and paste in chunks. In future we will investigate replacing this with a file upload.
Paste in the Movement in each period ensuring that you have the right financial year.
If Management Accounts have asked you to enter a 5 year budget you can enter the monthly budget for the Current Year and Y2, and the annual total budget for Y3 to Y5.
Swap back to the Local Input Budget tab
NEW App Local Budget Entry

87. NEW App Local Budget Entry
Check Local Budget
This time click the Check hyperlink
NEW App Local Budget Entry

88. Check Local Budget View
This will tell you if there are errors i.e. you have entered Local Codes that were not specified earlier
Scroll down to locate the lines with errors and correct them
The view also shows the overall total
You can also scroll across to enter Contributor and Reviewer Comments on individual lines but this is only necessary if an explanation is required.
Swap back to the N_Local Input Budget.xls tab
NEW App Local Budget Entry

89. NEW App Local Budget Entry
Submit Local Budget
Click the Submit button
It should say process completed successfully
The process loads data into the Local CoA cube for the Posting Entity and on to the N_Central and N_Report cubes.
NEW App Local Budget Entry

90. Post Local Budget Submission
The Local CoA Menu will now show the status of the Local Input Budget as UCoA Adjustment
Click the Open Hyperlink alongside it
NEW App Local Budget Entry

91. Local Budget UCoA Adjustment Workflow
The Budget Workflow for the Posting Entity will open
The example shown was for DECC Core who in practice did not use this approach
For a normal partner there would be far fewer Cost Centres, probably only one.
NEW App Local Budget Entry

92. Local Budget UCoA Adjustment Detail
The Budget Detail sheet will open as shown below
The process of completing and submitting this is the same as for a Core Cost Centre
Please follow the following link
Entry of Budget Detail
NEW App Local Budget Entry

93. Ex-BIS Partners Local Budget
To submit your local account budget go to POP as usual
Ex-BIS Partners

94. Budget Cycle in POP
Click on the Budget Cycle as usual
Ex-BIS Partners

95. Enter Local Account Budget in POP
Enter the budget as normal
And submit
Ex-BIS Partners

96. Edit/Review in UCoA from POP
The next step is to Edit/Review Budget in UCoA
Ex-BIS Partners

97. Contribute Link from POP
Click the Contribute link for the Entity.
Ex-BIS Partners

98. Link across to NEW App
Instead of the usual screen the following will open.
Check that the Year and Entity have been passed through.
Click the Launch button
Ex-BIS Partners

99. New Budget Detail Sheet
The new Budget Detail sheet will open. (It is very similar to the sheet you have used previously)
Note the Key for values for Profiling
As well as Submit Approve/Reject, there is an additional option to allow a Reviewer to Reset the stage back to Contribute if the allocation no longer matches the detail because of a change in the allocation. This then allows the detail to be updated to match the revised allocation.
The Hide Sub Totals section now shows Economic Ringfence sub totals in the Detail View instead of just Capital and Revenue
The Summary View section now shows all Economic Ringfence and Control Budget splits instead of just Capital and Revenue.
Please follow the following link
Entry of Budget Detail
Ex-BIS Partners