The Budget Development application of Financial 2000 is an internet-based application using Windows features designed to be used to build and develop budgets during all budget cycles. The application is being designed and deployed in phases during this interim period while dependency on the HP is still in place. Phase I deployment relies on traditional steps of rolling a Chart of Accounts, with or without dollars, from an HP database such as the FCS database (referred to as the financial system) or the SAMS (Salary Analysis Management System) into the HP Budget Development System. This information is then transferred to the Budget Development 2000 application via a data transfer service. All components of the Budget Development System module on the HP will be transferred and can be accessed in BDV2000, including model years and the expense database. Budget development, building, comparison, maintenance, and budget projection will all be done within the new application. Completed budgets will be pushed back into the HP Budget Development System via a data transfer service. The data can then be rolled into the new budget fiscal year using the HP roll programs.

The primary features of the application include:

• Web-based searching, paging, sorting, subtotaling and editing features
  
• Search results and editing on up to two budget years and up to eight display fields (rolled amount, expense amount, (sum of) detail amount,
  entered amount and FTE, some for both years on a 2-year search)
  
• Easy budget building and dollar selection:
  
• Select all" checkbox to select and apply budget source (i.e., Select all Rolled Amount)
  
• Checkboxes for selection of dollars desired within edit grid on all display fields
  
• Manual dollar entry field with checkbox select
  
• Ability to Add one account at a time within a selection
  
• Ability to Mass-Add accounts, with or without budget dollars, with checkbox to 'fill' account fields
  
• Drilldown capability for account detail and FTE with ability to select or enter detail budget or FTE values
  
• Advanced projection tools, including the ability to apply multiple selection and projection criteria
  
• Comparative Reports with the ability to order from only one to up to four fiscal years, including model years, with or without corresponding expense data.
  
• A calculated Beginning Balance module with selections for the calculation and the ability to spread the balance further than the SACS-defined Fund-Resource-Year.
  
• A Site-Based Budgeting module with lockout of accounts (display only) and ability to enter a budget allocation total for site distribution
• District configurable areas with the ability to name budget model years and assign fiscal year field definitions

Future Phases of the application include:

• Integration of Audit Reports (field definitions, SACS major range and combo codes, Non-SACS Object File)
  
• OnLine editing of accounts for validity using same criteria as above
  
• Enhanced Site-Based Budgeting features
  
• Enhanced District Flags and Configurations for individual district control
  
• Ability to develop Beginning Balances within the application and push back to HP beginning balance screen
  
• Movement away from HP dependency, including the ability to roll budgets directly from BDV2000 into the new fiscal year

For more information on this application please refer to the manual by accessing it either on the .net main menu in the Financial 2000 application or by clicking on the link below to download from SharePoint. You will need a user name and password to access the link. For login information please call (909) 386-2700.

Application Manuals on SharePoint