Viewing Planning Center Budget Status

Overview

This process is used by the Reviewer to display the My Planning Workspace page and its sub-pages. These pages display the status of budgets - for example, whether or not planning center budgets have been submitted.

The Details tab provides more information regarding when and by whom a planning center budget was submitted.

The Individual Planning Centers page displays the full list of planning centers. Most agencies have one planning center. At the bottom of the page is the My Preparation Workspace link, which is used to access the high-level budget.

Steps

• Planning and Budgeting > Activity Preparation > My Planning Workspace

1. Enter or select "Reviewer" in the Role Name field.

   

    

2. Click Search.

   

    

• A list of all models available to someone with the specified role displays.

3. Click the desired Planning Model ID.

   

    

• The My Planning Workspace page displays any planning center budgets that have been submitted.

4. Select the appropriate budget option in the Activity dropdown list.

   

    

5. Select the appropriate option in the Scenario dropdown list to be reviewed.

   

    

6. Click Refresh.

   

    

7. Click the Details tab to review when and by whom the planning centers were submitted.

   

    

8. Click the My Review Workspace link.

   

    

• A list of planning centers display.

9. Click the My Preparation Workspace link.

   

    

• The high level budget displays. The My Planning Workspace page displays the Base Version and Master Version (current working) of the planning center.

10. Click the View link for the master version line item.

    

     

• The master budget displays. Scroll to the right of the screen to see the current planning center budget for both fiscal years being planned.

11. Click the My Workspace link

    

     

• The My Planning Workspace page displays again.

12. Click the My Review Workspace  link.

    

     

• The My Planning Workspace page displays the statuses for each line item (ChartField string) of a budget. The status can be viewed for each budget model, by line item (ChartField string).