Running the Budget Checklist process

Use this process to walk you through the steps needed to create plan files for the next budgeting season. The Budget Checklist process displays all of the steps to complete on the left side of the window. Those steps that include sub-steps are indicated with an arrow icon, which you can click to expand or contract the list.

To run the Budget Checklist process:

1. In the Bud Admintask pane, in the Prepare Budget Plan Files section, double-click Budget Checklist.

   

2. In the Process Owner field of the Process Properties tab, do one of the following:
   • To assign a specific user as process owner, click Select User.

   • To assign users with specific roles as process owners, click Select Role.

   NOTE: You must assign a user or role before you can run this process.

   

3. Click Start Process in the upper right corner of the dialog.

   

4. At the Start process 'Budget Checklist' prompt, click OK.

5. As you complete each step, click Complete step in the upper right corner of the screen.

   TIP: An arrow icon displays next to steps that contain sub-steps. Click the icon to expand or contract the list of sub-steps.

   NOTE: You can skip steps that do not apply to your organization.

   

6. In the Process Action dialog, you can enter any details about the step you performed, and click OK.

   TIP: The dialog also displays the next step in the process.

   

7. If you need to stop the process as you work on the different steps, click Stop process in the upper left corner above the list of steps. This places the process in an inactive status until you are ready to start the process again.

   TIP: To view a report of the process history, click Process history in the upper left corner above the list of steps.

   

8. At the Are you sure that you want to stop this process? prompt, click OK.