Create a Budget Request in any Layout

This job aid explains how to enter a new budget request into a budget layout form within the Performance Budgeting application. Budget Layout Forms are used for any bill that impacts expenditures or FTEs.  Please note that the process is the same, regardless of layout.  For the purposes of this guide, Budget Layout 100 was used as an example.

Create a Budget Request Header

• In the top right, click the Create button

• Enter the following information in the Budget Request Details section:

  • Leave Request Number/Item # blank to auto-populate upon Save

  • Name: Should be your request name: Enter the title of the bill

  • Stage: Select the appropriate stage.  

• Note: In some Budget Request Layouts, there is an additional Budget Request Information required section.   

• In the COA Elements section, enter:

  • Organization: This is the first letter of your cabinet.

  • Bill Number: Should be the correct bill number tied to this entry

• Click the Save button

Add Budget Lines 

• Click the Budget Lines 1 tab

• Click the Insert ( + ) icon to add a new line

• Enter the following information (You may need to use the slider at the bottom of the window to view fields to the right):

  • Spending Authority Indicator: 

  • Organization: 

  • Long Bill Line:

  • Appropriation Unit: 

  • Activity: 

  • Location Code: 

  • Budget Object: 

  • Fund: 

  • Fund Type: 

  • CY Expenditures:

  • CY Revenues: blank

  • CY Transfers: blank

• Click the Save button

• Click the Cancel button to exit the budget request

You can now repeat this process in order to submit additional Budget Lines.   If the request is ready for OSPB review, follow the steps below to advance the stage.