Budget Assumptions
Overview
Use this driver to control the contents of the Instructions and Planning sheets in budget plan files. It is probably best to revisit this section after you have gone through the process of creating a budget and viewed these sheets in the context of a budget plan file.
Open the driver, and define different sets of instructions and planning questions for each Budget Group.
Each section has three columns:
- Budget Instruction Process Steps – Modify the description of each step.
- Due – Enter the due date for step.
- Use – Enter or modify the link.
Open the Budget Assumptions driver, and then use the following table to complete the settings in this driver, as needed:
| Option | Definition |
|---|---|
| Budget Contact |
Type the contact information for the Budget Administrator in case end users have any questions. |
| Budget Assumptions | Input key budget assumptions in this section to display for the user's reference. Again, this is strictly for reference. These are not the cells that the system refers to for assumptions data when performing actual calculations. |
| Budget Planning Account | Type the account used to store plan tab answers. |
| Planning Questions | Type the questions to display on the Planning sheet in budget plan files. |
Video instructions
