RDA Systems Inc

Main Page → Budget Preparation → Expenditures → Project Expenditures

What this process does

• This report will compute estimated expenditures for the Budget ID and Budget Year selected based on the Financial Management Fiscal Year Selected.
• This process is optional and is not required for your budget.
• You have the option of using the month scrolled list to compute estimated expenditures on a monthly basis.
• If you do not wish to compute monthly, select the last month of your fiscal year.
• Each time the process is run, the amount calculated adds to the previous amount calculated.
• There is not a way to reduce the amount once it has been added.

Best Practices

• Budget ID- The budget ID must exist before running this process.
• Duplicate Processing – Each time the process runs, the amount calculated adds to the previous amount calculated. There is no UNDO for this process.
• Negative Amounts- Negative amounts will not calculate for this process.

Requirements

• Budget ID – The Budget ID must be created and account codes must be added to the Budget ID.

Project Expenditures

• Finance → Budget Preparation → Exp tab → Project Expenditures
• Select the Fiscal Year and the Budget ID for the budget that you want to project expenditures.
• Select the Save (Select Budget Report) icon.
• Select and Range Tab

• Select Post Year month to compute for the entire fiscal year.
• Range as appropriate. Do not range if you want all account codes selected.

• Compute Tab

• Enter the fiscal year that you want to use in your calculation.
• Select the Load Value button
• Select the first value, ((ROUND(([BUDGET APPROPRIATIONS TOTAL]/100)))*100). This value will calculate the projections at 100% of the Budget Appropriations for the Fiscal Year entered.
  • If you would like to use fields other than Budget Appropriations Total in the calculation, copy and paste any field listed in the FIELDS AVALABLE IN COMPUTE EXPRESSION list over the words BUDGET APPROPRIATIONS TOTAL in the Compute Expression.
  • If you would like to use an amount other than 100%, replace *100 in the calculation with *nnn, where nnn equals the percent you need. For example *90 will calculate 90% and *110 will calculate 110%.
• Select the cog to run the calculation.

• Maintain Screen

• Change any amounts in the Current Projection column.
• When everything is correct select Continue at the bottom of the screen. There is no UNDO for Project Expenditures.

• The calculation processes and will appear on your reports as projected expenditures.