Springbrook Training January: Extended Budgeting

Springbrook Enterprise
January 25, 26, 28 2022

Join our Extended Budgeting training class.  This curriculum is applicable for both current users and valuable for new Springbrook Extended Budgeting users. We will work through optional setups and Budget processes.

Day 1 Tuesday January 25, 2022
10:00 – 12:00 pst

• Set up Budget Years, Budget Iterations or Types and Documents
• Generate Trend Analysis to assist with budget projections
• Learn how to use Roles and Security for Department Managers
• Create Budget Entries with various starting points
• Learn how to use Estimated Actuals for creating budget entries

12:00-12:30 pst Break

12:30-1:30 pst

• Use Position Control in Human Resources to capture position history
• Create Budget Scenarios to forecast personnel costs

Day 2 Wednesday January 26, 2022
10:00 – 12:00 pst

• Use Budget Administration to track budget progress
• Learn budget processing for Department managers
• Commit the Extended Budgets to General Ledger
• Export Position Budgets and promote Position Budget entries
• View the Online Budget Display
• Copy Budget entries and revision from one year to next
• Work with General Ledger New Budget Info palette including importing

12:00-12:30 pst Break

12:30-1:30 pst

• Extended Budget Reports and General Ledger New Budget reports
• Roll the new Budget to the next Fiscal year
• Update Period Budgets in the General Ledger

Day 3 Friday  January 28, 2022
10:00 – 12:00 pst

• Open Forum
• Questions and Answers

Jan. 25, 26 & 28


$900/Two agency