Configuring the Add New Budget Accounts drivers

In the case where a department does not have historical results for a given GL account, the Add New Budget Accounts drivers allow an administrative user to add existing GL accounts to a specified department's plan file.

NOTE: If the GL Account is new to the institution, it must be first added to the ACCT data table before it can be added to the plan file using this utility.

To add new accounts to a plan file:

1. From the Command Center home page, click Financial Planning.
2. Open the budget, scenario, or forecast for which to edit the driver.
3.  Click the Drivers & Assumptions tab.

4. Click the Add New Budget Accounts link.

   NOTE: The driver opens in the Desktop Client and displays the BUDXXXX Add New Budget Accounts sheet by default.

5. Double-click Add New Row(s) to open the Insert dialog box.
6. Enter the number of new budget account rows that you want to add and click OK.
7. Double-click the ellipsis located to the left of the ACCT field to open the Choose Value dialog box.
8. Select an account from the list and click OK.
9. Double-click the ellipsis located to the left of the DEPT field to open the Choose Value dialog box.
10. Select a department from the list and click OK.
11. Click the Save button on the Axiom ribbon to save new budget accounts to the database.

12. Close the Add New Budget Accounts file when input is complete.

    NOTE: The next time the plan file for the selected department is opened, the added account will appear with the appropriate section of the plan file.