You can quickly add budget to a new or existing chartstring using the steps in this tutorial.
If you want to add budget to a new chartstring, see the article "Adding a New Chartstring."
In this article, you will learn the steps to add a budget to a new chartstring.
First, log into the UGA Budget Management System.
On the UGA Budget Management System HomePage, click the BUDDEV link in the Quick Links box.
The BUDDEV tab is displayed.
To perform line item budgeting activities, in the Form Folder section, use the following navigation:
Forms > Line Item > Personal Expenses > Line Item Position Expense .
Click the Line Item Position Expense link.
The forms associated with Line Item Position Expense are displayed in the Form section.
Click the Casual Labor form.
The Casual Labor form is displayed on the right side of the screen.
To collapse the pane on the left side of the screen and maximize your workspace, click the Collapse Pane button to the left of the Casual Labor form.
On the Casual Labor page, you will see the information by Department, Fund, Class, Program, Location, ChartField1, and Project for both the current fiscal year and the next fiscal year.
After finding a chartstring that is similar to the one you wish to add, right-click in the budget cell of the next fiscal year for that chartstring.
For this example, right-click the 525000 - Salaries-Casual Labor (Budget) of the 20203160 - TCB-FTMBA-Dept. Admin. (Buc) cell.
The pop-up menu is displayed.
Click the Add Chartstring menu.
The Runtime Prompts - Add Chartstring to Form dialog box is displayed.
You can either type a specific chartfield value in this form or select a field by clicking the icon to the right of the field.
Example shown here: Member Selection icon next to the Location field.
The Member Selection dialog box is displayed.
Only "ATH - Athens Campus" exists in Location before adding a chartstring to the budget. To add another location, expand the All Locations menu.
Click a chartfield value to add.
Example shown here: “ CAL – California ”.
Click the Add button.
The selected chartfield value has been moved to the Alias box on the right.
Click the OK button.
You will return to the Runtime Prompts – Add Chartstring to Form dialog box.
Click the Add button at the bottom of the page.
A pop-up message confirms that adding the chartstring was successful.
Scroll right to view the updated information.
A chartstring has been added to the selected Department.
To assign a budget to the new chartstring, enter the budget amount in its budget cell.
Example shown here: " 10000 " in the 525000 - Salaries-Casual Labor (Budget) cell of the new chartstring.
You will see the edited box highlighted in yellow.
Click the Save button.
A pop-up message confirms that the data has been saved successfully.
You can review the updated budget information.