Processing budget plan files

Once you have applied your spreads to the budget, the budget plan files must be processed and saved to the database.

To process budget plan files

1. From the Command Center, select Financial Planning.

2. Open the budget you are working with by clicking its name in the table.

   

   Click image to view full size

3. Click on the Plan Files tab to view plan file options.

   

   Click image to view full size

4. Select Process and Review.

5. Optionally, select Edit Filters to choose specific budget plan files to process.

   NOTE: Depending on your institution's budget planning stage, you can use Edit Filters to process only the budget plan file you are working with and not other plan files. If no filters are defined, all budget plan files for the budget year will be processed.

6. Click Process.