ORIS-SIMS: Budget Explorer

This article goes over the specific tools that can be used within the budget explorer.

ORIS-SIMS: Budget Explorer

The Budget Explorer allows modification of all budget building components along with locking, archiving and deleting.

Navigation

1. Icon Menu.
2. Header band - click here to edit Budget Parameters.
   
3. Period band - click here to edit periods.
   
4. Delete period (periods are deleted one at a time from the furthest out).
5. Switch "Totals" column from back to front of budget.
6. Add new line item.
7. Delete line item.
8. Add budget adjustment of +/- $10 to requested total. Amount is added to requested F&A total.

Icon Menu

Icon	Icon Name	Description
	Budget Locator	Displays list of accesible budgets
	Clone Budget	Creates an exact duplicate of the budget with the exception of the College Unit ID. A removable reference to the cloned budget will be placed in the note section of the parameters screen.
	New Budget	Starts the creation of a new budget.
	New Line Item	Allows creation of a new line items by category (Category I, II, III, IV, MTDC, TDC).
	New Period	Add a new period to the budget. 12 months is the default and can be changed.
	Modify Rates	Allows the modification of the budget default rates. Current default rates can be updated. This option also allows the recalculation of the budget using default rates or the ability to update rates for new line items.
	Access to Budgets	Allows the budget to be shared. Budget owners can assign access and change ownership of the budget. A user will receive an email when a budget is shared or ownership assigned.
	Show Edit History	Displays a list of users with date and time of edits to a budget.
	Lock/Unlock Budget	Prevents a budget from being edited. Only the budget owner can lock/unlock a budget. Budget can be cloned.
	Archive/Unarchive Budget	Removes budget from "Budgets I Can Access" list and places into "Archived Budgets" list. Allows the budget to be cloned.
	Delete/Undelete Budget	Deletes budget from "Budgets I Can Access" list and places into "Deleted Budgets". Budget is deleted after 7 days (disabled).
	Hide/Undelete Budget	Removes graphic images from budget explorer.
	Group By	Filters budget line items by group. When line items are grouped new line items are automatically placed in the group and "Print View" only displays items in that group.
	Export to Excel	Exports budget to CSV (comma separated value) file.
	Print View	Displays budget in a read-only format allowing control of single or multi column format, font type and size for each budget category plus many other options.
	Create IAF	Copies budget information to a PIAF record. Users are given the option to create a blank PIAF.
	Cayuse 424	Uses the Cayuse424 system to submit proposals to Grants.gov. User must have S2S submission rights assigned.
	Help

Graphics

•  Budget is marked as private
•  Delete line item/period
•  Add line item
•  Switch total column
•  Move line item up
•  Moveline item down
•  Confirm adjustment (+/- $10)
•     Sort line items by object code
•     Sort line items alphabetical
•     Sort line items by input

Other Functionality

• Selecting header band (light blue) will allow modification of Budget Parameters.
• Selecting period band (gray) will allow modification of Period.
• Select the line item description to edit line item.
• Mouseover line item description show long description detail.
• Mouseover line item totals shows Fringe and F&A values for line item and subtotal.
• Fringe and F&A Rate totals are based on the totaling for each line item interval value. Please see Calculation Helper for additional details. All MTDC calulation rules apply.
• Selecting [IDC Report] (next to the F&A Costs line item) will produce an F&A rate breakdown by fiscal year.