Page Comparison

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• Authorized user selects a Ledger or Group

• User clicks Actions → Export budget template

  • Prompt: Select Fiscal Year (Available FYs limited to current FY, future FYs that exist and past FYs that have open budgets)

  • Budget template downloads with FY, Ledger, Group and Fund details pre-populated and financial details NOT pre-populated

  • UUIDs for existing budgets should be included

  • Line item should exist for each fund associated with the chosen ledger or group

• User fills out spreadsheet

  • Fillable spaces: increase allocation, decrease allocation, allowable encumbrance (percent), allowable expenditure (percent), fund status (active or inactive)

• User clicks Actions → Import budget

  • CSV is uploaded to FOLIO

  • FOLIO checks for UUID match on budget

    • If present, allocation is increased or decreased

    • If NOT present, FOLIO checks for UUID matches on Fund and FY

    • FOLIO creates a new budget based on Fund and FY

    • FOLIO sets value in increase box as initial allocation

    • FOLIO rejects new budgets with negative allocations

    • All changes are associated with the user carrying out the upload

    • Any errors will cause the entire upload to be rejected

  • When processed, a preview screen will open, showing a list of new values associated with changes. Preview screen will have “commit” and “cancel” buttons.

  • When user clicks “commit”, the uploaded data will overwrite the existing data.

Miro board:

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