Articles
Chapter 1 - Budget Introduction (7 mins)
Budget Introduction
This will introduce basic navigation of the SGA budgeting module and begin the training on the budget process.
Video Tutorial
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Chapter 2 - Open Budget Year (6 mins)
Open Budget Year This is the first step in the budgeting process to open the budget year and enable entry. Video Tutorial Click the play button below for a video tutorial. Your browser does not support HTML5 video. ...
Chapter 3 - Budget Types (4 mins)
Budget Types Setting up various types of budget data, including forecasts, various budget scenarios, and backup files. Video Tutorial Click the play button below for a video tutorial. Your browser does not support HTML5 vide...
Chapter 4 - Budget Entry Screen Setup (8 mins)
Budget Entry Screen Setup Setting up the main entry screen to enable staff to get into the system and begin budget input. Video Tutorial Click the play button below for a video tutorial. Your browser does not support HTML5 vide...
Chapter 5 - Component Formats (Basic) 9 mins
Component Formats (Basic) Budget structures to create entries into the budget that show breakdown details behind the numbers - such as member numbers, staff payroll details, revenue targets, etc. Video Tutorial Click the play button...
Chapter 6 - Budget Allocations (8 mins)
Budget Allocations Create formulas within the budget module that will automatically calculate amounts like payroll taxes, benefits, and percentages. Video Tutorial Click the play button below for a video tutorial. Your browser...
Chapter 7 - Global Budget Changes (8 mins)
Global Budget Changes Make widespread changes to the budget, copy one budget into another, and make any other wholesale edits to the full budget with a few buttons. Video Tutorial Click the play button below for a video tutorial. ...
Chapter 8 - Budget Reports (7 mins)
Budget Reports Set up reports so that both staff and management can monitor and report the progress of the fiscal budget. Video Tutorial Click the play button below for a video tutorial. Your browser does not support HTML5 vid...
Chapter 9 - Forecast Concepts (7 mins)
Forecast Concepts Shows the small nuance differences between setting up a budget and setting up a forecast. Video Tutorial Click the play button below for a video tutorial. Your browser does not support HTML5 video. ...