Submitting a Planning Center Budget for Review

Steps

• myOhio.gov > OAKS FIN > NavBar > Navigator > Planning and Budgeting > Activity Preparation > My Planning Workspace

• The fiscal years are an example only. The steps/process throughout the document remains the same, even if the fiscal years are different.

1. Enter or select Preparer in the Role Name field.
2. Click Search.
• A list of all models available to someone with the specified role displays.

3. Click the appropriate Scenario.
• The My Planning Workspace page displays the planning center budgets for that model.

• This page can be accessed by another link once in the application; one of the possibilities is by clicking the My Planning Workspace link.

4. Select the appropriate budget option in the Activity dropdown list.
5. Select the appropriate option in the Scenario dropdown list.
6. Click Refresh.
• The table updates to display the versions for the selected Activity.
7. Click the Edit link for the version to which you want to submit
• The Line Item Details page displays.

8. Verify each line item for accuracy.

9. After verifying the data, use the instructions for Copy to a New Version to copy that version to the Master Version.

10. Return to My Planning Workspace.
• The My Planning Workspace page displays.

11. Click the checkbox under Select column next to the "Master Version" that is ready for submission.
12.  Multiple planning centers can be selected.

12. Click Submit.
• The Submit Confirmation page displays.

13. Confirm that the "Master Version" of the correct Planning Center(s) were selected.
14. Click OK.

• Planning Center(s) listed are submitted to the OBM Budget Analyst.
• The My Planning Workspace page displays with the submitted master version updated to display a Status of "Submitted."