Creating a Revised Mid-Year Budget

Here’s how to create a mid-year revised budget. For more information, see the video below. 

1. Go to Planner > Planner Setup > Budget Management.
2. Click Create Budget
3. Choose the option forBased on Prior Year's Actuals and Budget
   
4. Choose whether to limit worksheets (see below on how to review what will or won't be included)
5. Give the Budget a Name
6. Click on Create Actuals
7. Go to Dashboard > Updater.
8. Confirm the job has completed.
9. Go to Planner > Planner Setup
10. Select the budget just created.
11. Click Set as Planner.
12. Select the budget just created.
13. Click Unlock Worksheets.(Note: this will unlock all worksheets and allow users to begin making edits.)
14. To manage the worksheets, review the Planner Setup article.

To review what worksheets will be created if unselected:

1. Go to Dashboard > Financials
2. Choose the Worksheet Budget Comparison report
3. Any line with a red X will be created if the checkbox is unchecked