Submitting a Planning Center Budget for Review

Steps

• Planning and Budgeting > Activity Preparation > My Planning Workspace

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 Activity or Scenario.

   

    

• The My Planning Workspace page displays the planning center budgets for that model.

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

   

    

5. Select the appropriate option in the Scenario dropdown list.

   

    

6. Click Refresh.

   

    

• The Workspace table updates to display versions for the selected Scenario.

7. Click the Edit link for the version to be submitted.

   

    

• The Line Item Details page displays.

8. Verify each line item ChartField string for accuracy.
9. Click Unlock link to return to My Planning Workspace when all items have been verified.

   

    

10. Click the Select checkbox next to a line item (ChartField string) that is ready for submission.

    

     

• Multiple planning centers may be selected.
11. Click Submit.

    

     

• The Submit Confirmation page displays.

12. Review the planning centers information to confirm that the correct items are being submitted.
13. Click OK.

    

     

• The selected line item ChartField strings are copied to the master version and submitted to the Reviewer.
• The My Planning Workspace page displays. The Status of the submitted items is "Submitted," in both the version being viewed and the master version.

14. If a planning center that has been submitted needs to be updated, the Reviewer must reject the budget to make it available for editing. When a Reviewer rejects a line item ChartField string, the Reviewer should contact the Preparer either by phone or by email to advise the Preparer it was rejected and why.