Budget Workflow - Initiating a Budget

To initiate a budget for departments to start working on, follow these instructions:

1. In miViewPoint, login with admin rights.

2. On the slide out menu on the left, click on Administration | Budget Workflow.

3. Click Initialize Budgets in the upper right.

         

4. Provide a Description for the budget (e.g. 2021 Budget).  The departments will see this description.

5. Select a Budget Period Date where the budget will be recorded in the General Ledger (e.g. 00/21 (1/1/2021)).

6. If budget workflow was used in previous year(s), you can select a Rollover Period Date.  This will allow the user to utilize details entered for an account in a previous budget.

7. If you would like to initialize the budget for a select department or departments, follow these instructions. Otherwise, you can skip to step 7 if you are initializing for all departments.

      a. Click New Criteria.

                  

      b. Select BudgetDepartment.DepartmentName from the Field Name drop down.

      c. Click the Search button.

                  

      d.       Click the check box to the left of each Department Name that you are looking to initialize.

                  

      e. Click Select when done.

      f. Click Add to Values.

                  

      g.       Click Save.

                  

8.     Click Initialize Budgets.

      

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