Revised: 10/30/2017
See below for the ChartFields required for the CAP and RAP scenarios within the Capital model:
Chartfield in AGY Capital Model |
CAP Scenario |
RAP Scenario |
Account |
"570" |
"570" |
Fund Code |
Fund |
Fund |
Product (ALI) |
ALI beginning with C |
ALI beginning with C |
DeptID |
3-digit AGY code |
3-digit AGY code |
Program Code |
3-digit AGY code or "UNI" |
3-digit AGY code or "UNI" |
Class (Service Location) |
County "C0001" - "C0089" |
N/A |
Dimension 1 (Initiatives) |
"001" - "099" |
"001" |
Dimension 2 (Product Type) |
Choose from list |
"Community Project-Yes" or "Community Project-No" |
Dimension 3 (Priorities) |
N/A |
"Redirection-Yes" or "Redirection-No" |
There are two scenarios to complete as part of capital budget submission – AGYCAP and AGYRAP. AGYCAP is for new capital requests, and AGYRAP is for Reappropriation requests. Only one person at a time can enter budget scenarios/activities for a planning center in My Planning Workspace. Each agency must either coordinate when and who can enter these scenarios or assign one person to the task for the entire agency.
If the Budget Data Load is being used for updates, it can be loaded by multiple users at the same time for the same Planning Center. Coordination of Budget Data Load updates is critical.
Below is more detailed information about the AGYCAP and AGYRAP budget scenario/activity. When entering ChartField strings to the scenario/activity model, best practice is to:
Use My Planning Workspace when there are just a few rows of data to add or change.
Use the Budget Data Load when there are a lot of rows and/or updates needed.
The Priorities ChartField is now included to link ChartField strings together that include the same fund and ALI. This allows the agency to more easily explain their narratives to OBM. See the OBM Capital Budget Guidance for more detailed instructions for Priorities.
Remember: Each agency has one planning center for each budget scenario in BPM. Only one person at a time can enter budget scenarios for an agency through My Planning Workspace. If the Budget Data Load is being used for updates, it can be loaded by multiple users at the same time for the same planning center. Coordination of Budget Data Load updates is critical.
Agencies submit their master AGYCAP and AGYRAP budget scenario/activity to their OBM Budget Analyst from the agency’s highest review level. The OBM Budget Analyst receives one AGYCAP version and one AGYRAP version per agency.
The capital scenario/activity for the agency is accessed using the My Planning Workspace page. Use the Line Item Details page to add line items (ChartField strings) and/or change the amount estimated for each line item (ChartField string) in that version of the scenario/activity.
The Line Item Details page is used to view, add, and modify budget amounts. It can be any of the budget activities. This page is also used to enter a ChartField string. It is populated with historical ChartField strings for the type of activity being displayed.
This page now also allows a user to revise or delete existing ChartField strings.
