Budget Management 101The Financial Edge™MARY AQUINO

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Agenda

• Overview• Walk through a budget record• Create account and project budgets• Demonstrate budget reports and dashboards• Import and export budget information

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Big Picture

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Using Budget Tools

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• Add budgets for use in reporting• Store budget information in scenario records• View or add budget information within the scenario• Copy budget scenarios

DEMONSTRATION

• Entering an account budget and a project budget from Records

• Entering budgets in scenarios

• Copying budget scenarios

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DEMONSTRATION

• Budgets Scenarios and Excel:

• Importing Budgets• Exporting Budgets

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Reporting Examples

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• Tour reports that use budget information

• Tour dashboards that use budget information

Practice

Add a new budget scenario for the Main Operating Budget (00) to the next fiscal year (2015).

The budget type should be fiscal year.

View the scenario by budget.

Summary

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• Walked through a budget record• Created account and project budgets• Demonstrated budget reports and dashboards• Demonstrated importing and exporting budget information

In this session we:

Steps to create a budget scenario1 On the Navigation bar, click Records.

2 Click Budgets.

3 Click New Budget.

4 Select Scenario ID.

5 Select Budget Type.

6 Select Start Fiscal Year.

7 Select View.

8 Click OK.

Training and Certification

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Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. 

*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer.

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