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Home > Performance Budgeting > Job Aids > How to Review a Budget Request in Layout 025_RY_BASE_ANN_ADJ
This job aid explains how to review a new budget request in the budget layout form 025_RY_BASE_ANN_ADJ within the Performance Budgeting application. The Elected Officials version follows similar steps. This Budget Layout Form is used for Special Bills that have out-year impacts for expenditures or FTEs. Generally, these are titled as technical adjustments.
Step 1: In the global navigation bar, confirm that Page Code is checked.
Step 2: Enter BUDR and select 'BUDR Formulate Budget Request'
(Alternately, you can click on the BUDR Quick Link tile)
Step 3: In the Filters field under Code, enter 025* and click 'Apply.'
Step 4: Click the 'Select' button for the Budget Layout Code used by your agency
*The Budget Request Header has been pre-populated based on data entered in the Budget Request layout form 110_RY_LEGISLATION in the previous legislative session.*
Step 5: Select a budget request from the grid section of the screen and use the 3-dot menu to select 'Edit'
Step 6: In the 'Budget Request Details' section, update the name of the budget request. The recommended format is: TA-nn HBYY-nnnn.
Stage will default to 100-Cabinet Development.
Step 7: Scroll down to the 'Budget Request Information' section.
From the 'Budget Request Category' dropdown menu, select 'Annualization/ Technical Adjustment.'
No entry is needed for 'Common Policy Sub-Category.'
Step 8: Scroll down to the 'COA Elements' section.
Confirm 'Spending Authority Indicator' is 2.
'Bill Number' will be pre-populated
Step 9: Scroll back up and navigate to the 'Expenses' tab.
Review all account fields for accuracy and ONLY make changes to the fields below:
*Spending Authority Indicator: Update to '1'
Note: 'Spending Authority Indicator' will not change in the header (highlighted in yellow)
*Request Code: Scroll to the right and update to 'BASE_ANUUALIZATION'
*Bill Number: Update to '0'
All field in the Expenses tab must be reviewed for accuracy before moving to the next steps
Step 10: Scroll back up and navigate to the 'Budget Request' tab. From the 'Stage' dropdown menu, update to the appropriate stage.
Step 11: Click the 'Save & Close' button at the top right of the page.
In the event that a budget request was created in budget layout 110_RY_LEGISLATION and does not have an outyear impact, it will need to be deleted from layout 025_RY_BASE_ANN_ADJ.
The data on the Budget Request header tab is imported directly from the budget form layout 110_RY_LEGISLATION as entered before the PB Rollover. The data for SAI and Bill Number cannot be changed in this tab. The name field is editable. Note: this data will be seen on the BUDR search page.
The data that is updated on the Expenses tab and the Name field is the data that will reflect on the PB schedules.