Budget Submission and Review Tasks

Use Connect Online to submit and approve a proposed budget.

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Budget Submission and Review Tasks

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Admin

GL Clerk

Department Manager

Reviewer

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Admin

How do I set up a user to submit a budget?

GL Clerk

First, the GL clerk sets up GL accounts with current and actual amounts to send to the department manager.

How do I set up a budget for online submission?

How do I set up an approval process for budget review?

Department Manager

Second, the department manager updates current amounts with proposed amounts for the next year and then submits it for review.

How do I submit a budget?

Where are my active budget requests?

Reviewer

Last, the reviewer looks at the proposed budget and accepts, denies, or overrides proposed amounts.

How do I review a budget?