Adding a Revenue Chartstring to a Line Item Budget

   Overview   

This article covers how to add a Revenue Line to a Budget.

 

  1. Step 1

First, log into the UGA Budget Managment System (Anaplan).

Under the Line Item Budgeting section,  click the 04.01 Line-Item Budget - Revenue button. 

 

  2. Step 2

The 04.01 Line-Item Budget Teamplate - Revenue page is displayed.

To view more information, click the Instructions link.

  3. Step 3

The Instructions tab window is displayed with information about the functions available on the page.

Click the Close [X] button.

  4. Step 4

Revenue can be added using the Add Chartstring (New Account, O....) or Add Chartstring (Full COA) links.

To add a new line with the Add Chartstring (New Account, O...), click the appropriate Budget Line.

Example shown here: Budget line 441201, 14100, 41507, 11100

  5. Step 5

Click the Add Chartstring (New Account, O...) link.

  6. Step 6

The Add Chartstring (New Account, Op Unit, CF1) tab is displayed with the D4 Dept, F3 Fund, Class, and Program fields are prepopulated based on the chosen budget line.

  7. Step 7

Enter the appropriate information in the Account Parent Rev field. 

Example shown here: 44

  8. Step 8

The corresponding results are displayed.

Click the appropriate Account Parent Rev option.

Example shown here: 440 - Sales and Service

  9. Step 9

Click the Account field.

  10. Step 10

The list of results based on the Account Parent Rev information is displayed.

Click the appropriate Account option.

Example shown here: 441100 - Continuing Education option

  11. Step 11

Continue entering informaiton in the Operating Unit and CF1 fields as appropriate.

Example shown here: FA1053 in the CF1 field

  12. Step 12

Select the appropriate option from the displayed field.

Example shown here: FS1053MM20-FS

  13. Step 13

Once all the appropriate information is entered,

click the Add Account  check box.

  14. Step 14

The Add Chartstring button is now available.

Click the Add Chartstring (Blue) button. 

  15. Step 15

The Add Chartstring Process Pop-up is displayed.  You can review the process steps or use the Cancel button if appropriate. 

  16. Step 16

The new revenue line is displayed along with the "Process Successful" pop-up.

  17. Step 17

For a revenue line to be saved in the system, enter the appropriate amount in the corresponding FYXX Proposed Budget field and press enter.

Example shown here: 2000 in the FY26 Proposed Budget field

  18. Step 18

The information is added to the FYXX Proposed Budget field and the FYXW vs FYXX Budget Variance ($) field.

Additional Resources:

At this time, no additional resources are available for this topic.  

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