Districts can enter their monthly Spending Plan estimates for each of the Financial Forecast line items under the Periodic>Spending Plan menu. This management document is a useful tool when comparing Actual with Estimated figures.

Create a Spending Plan

1. Click on 

   1. Select the fiscal year.

   2. Select the ODE forecast line number.

   3. Enter the estimated amount for the desired month and select 'SAVE' to save the changes.  The FY Estimated field is calculating the monthly estimate figures that are entered.

      Open

      

Search/View Spending Plan

The Spending Plan grid allows the user to search for any monthly/yearly spending plan by clicking in the filter row in the grid columns and entering the desired information.   Click on 

 to generate a report based on your filtered data. Click on any row of the search results to see a summary view of the record.   Click on 

to see the full details on the spending plan.    The Advanced Search can be utilized by clicking on the 

 in the upper right side of the grid.

Edit Spending Plan

The spending plan from the current year may be modified. Only fields that are allowed to be edited will be displayed.

1. Filter for the desired monthly spending plan on the grid.

2. Click on 

   to edit and make desired changes.

3. Click on 

    to save the changes; click on Cancel to return to the grid without posting the changes.

Delete Spending Plan

The delete function may be used to delete a spending plan.  NOTE: If the fiscal year has been closed, you cannot delete the spending plan for that year.

1. Search desired monthly spending plan on the grid.

2. Click on 

   to delete.

3. Click on "Delete" to confirm the deletion.

More Information

Please refer to the related Spending Plan reports under the Report Manager: