BPM Revision History

The table below provides an overview of the recent changes that have been made to the BPM section of the OAKS FIN Online Process Manual. The revision history is a useful measure of the maintenance cycle.

 

There are two major sections of the BPM guide. This revision history for BPM is divided into the same two categories:

 

Capital Budget

Revised

Date

Section/Page Changed

Description of Change

9/10/2020 Various Various updates (images, navigation paths, etc.)
08/06/2020 Updated the fiscal years from 2020-2021 to 2022-2023.
10/01/2019
 
Submitting a Planning Center Budget for Review Added note:

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

10/01/2019
 
Using the Budget Data Load Added note:

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

10/01/2019
 
Budget Data Load Process Added note:

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

10/01/2019
 
Supporting Documents Added note:

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

10/01/2019
 
Line Item Notes Added note:

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

10/01/2019
 
Delete or Revise ChartFields Added note:

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

10/01/2019
 
Personalize View Added note:

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

10/01/2019
 
Creating a Budget Added note:

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

10/01/2019
 
Locking and Unlocking Working Version of Budget Added note:

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

10/01/2019
 
Copying to a New Version Added note:

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

10/01/2019 My Planning Workspace Added note:

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

10/01/2019 Budget Data Load Template Updated chart to new Budget Data Load table.
 
10/01/2019 Agency Budget Reporting Updated chart to new Agency Budget Reporting table.
10/01/2019 Agency Request Model changed chart fiscal years from 1920 to 2122.
6/11/2018 Updated the myOhio page image and access steps.
5/18/2018 Biannual update
10/30/2017 Added the following project type to the AGYCAP Dimension 2 row:
  • Information Technology

Revised the following in the list of AGYCAP Dimension 2:

  • Basic Renovation
  • Major Renovation

Revised AGYCAP CLASS_FLD (Service Location) to "C0001."

Removed the following from AGYRAP Scenario:

  • 202111 - Amount planned for the 2021-2022 biennium, dollar amount, no comma, dollar sign, or blanks.
  • 202311 - Amount planned for the 2023-2024 biennium, dollar amount, no comma, dollar sign, or blanks.
10/30/2017 Updated the "Dimension 3 (Priorities) RAR Scenario" to the following:
  • "Redirection-Yes" or "Redirection-No"
10/13/2017 Updated the "Dimension 2 (Product Type) RAP Scenario" to the following:
  • "Community Project-Yes" or "Community Project-No"
9/25/2017 Throughout
  • Added procedure on capital reappropriation process.
  • Added AGYRAP scenario procedures.
  • Updated outdated screenshots.

 

 

Operating Budget

Revised

Date

Section/Page Changed

Description of Change

7/6/2018

  • Updated tables and screenshots to display FY 2018-2019.
  • On "Working with Planning Centers" topic:
  • Revised Dept ID for OPA OPB and OBC scenarios to "DeptID+PC, or 9-digit DeptID".
  • On "Operating Scenario Model" topic:
  • Revised DeptID for CUR and APR to "3 digit".

7/5/2016

All Topics

Added new topics on the Agency Operating Budget Development BPM process.