Overview
Budget Version manages the status and general information of each budget version. Each budget version within same scenario will share Budget Scenario parameters, Budget Plan Structure and Budget Ceiling Information. However each budget version can have its own Budget Line Groups and some specific configuration.
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Budget Planning ► Budget Versions
Budget Version screen Fields
Field | Description |
Code | This is a unique identifier that is automatically assigned by the system, if Generate Budget Version Id is set to True, or manually entered by the User if Generate Budget Version Id is set to False. |
Workflow Status | The default value is 'In Preparation'. This is workflow related and can have these possible values: ‘In Budget Planning’, “Frozen”, ‘Sent for Approval', 'Approved', 'Partially Sent for Execution', 'Fully Sent for Execution' and 'Cancelled'. |
Active | It is ‘True’ by default. If it is switched to ‘FALSE’, then this budget version cannot be used in future transactions. |
Apply Ceilings | It is False by default. If it is true then the system will apply the entered ceilings during the budget planning data entry (budget lines) as MAXIMUM values, which means entered budget values cannot be greater than ceiling value. |
Apply Ceilings As Minimum | It is False by default. If it is true then the system will apply the entered ceilings during the budget planning data entry (budget lines) as MINIMUM values, which means entered values cannot be lower than ceiling value. |
Apply Budget Version Deadline | If checkbox is ticked, the system will apply date in Deadline to validate of Budget Version submission. Once the deadline is passed, the version will automatically be moved to status ‘Frozen’. |
Is Internal | Default is False which means that the Budget Version is External. |
Budget Planning Scenario | This is a reference to the Scenario to which this Budget Version belongs. |
Proposal Request By | Possible values are Agencies, MoF, Pairlament and Other. |
Calculation Date | This value will be automatically updated each time this Budget Version is calculated from a Scenario. |
Created Date | Creation date and time for this budget version which is automatically assigned by the system. |
Deadline | Deadline for the Budget Version. |
Last Date of Fiscal Period Automatic Distribution | This is automatically generated by the system and is only applicable when fiscal period distribution is associated to an automatic method. |
Fiscal Period Distribution Needed | If this is true then system will allowentry of fiscal period distribution in Budget Plan of this Budget Version, if the “Manual” Fiscal Period Distribution Method is selected under Budget Scenario. |
Allow Changes to Automatic Fiscal Period Distribution | Default is false. If this is true then system will allow user to change the Fiscal Period Distribution after this has been automatically generated. |
Amount Scale | Identifies scale of amounts. |
Allow Change to Default Scale | Indicates if scale can be changed. |
Is Cost Driver Mandatory Required | Identifies if Cost Drivers are mandatory during Budget Lines data entry. |
Language | The language used to describe the Budget Version. |
Name | The name of the Budget Version. |
Description | The description of the Budget Version. |
Budget Version Fiscal Year Tab | This will contain the collection (one to many) of fiscal years allowed to each Budget Version. These fiscal years can be used for scenario forecasting and also for manual data entry in the budget planning process. |
Attachments Tab | It contains files attached by the user to support or detail features of the Budget Version. |
Overview
It contains files attached by the user to support or detail features of the Budget Version.
Attachments Tab screen Fields
| Field | Description |
| Id | A unique number auto generated by the system. |
| Attachment Classification | This could be useful to classify the attachment being added by the user based on a pre-defined listed configured by the users. |
| Language | It represents the language of the document. |
| Title | Title of the document attached. |
| Description | This is defined by users and contains the description of the Attachment. |
| Attachment | The document to be attached is to be selected from the 'Browse' option. |
| Date Time | This shows the date and time of the last operation that has been performed on the attachment document. |
| Date | The user will use this attribute to classify the attribute in terms of date. |
| User | This is the last user who have uploaded or updated the document. |
Overview
This will contain the collection (one to many) of fiscal years allowed to each Budget Version. These fiscal years can be used for scenario forecasting and also for manual data entry in the budget planning process.
Budget Version Fiscal Year Tab screen Fields
Field | Description |
Fiscal Year | List of Fiscal Years applicable to be selected as part of the Budget Version definition. At least one must be selected. This list is based on the Budget Planning Scenario definition. |
Apply for Budget Planning | Defines if the selected Fiscal Year is to be used for Planning Purposes. At least one Fiscal Year must have this attribute. If this is not selected, the Budget amounts are used for forecasting purposes only. |
Budget Plans Read Only | This will make amounts in the Fiscal Year where this attribute is selected Read-Only on the Budget Plan form and will not allow users to make changes to it. |
| Apply Ceilings | If checked, the system will apply the entered ceilings during the budget planning data entry (budget lines) as MAXIMUM values, which means entered budget values cannot be greater than ceiling value. |