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How to review a Budget Request in Layout
Home > Performance Budgeting >Long Bill Line > How to review a Budget Request in Layout 065_CY_SUPPLEMENTALS and 075_RY_JBC_TRACKING
This job aid explains how to review a new budget request in the budget layout form 065_CY_SUPPLEMENTALS and 075_RY_JBC_TRACKING within the Performance Budgeting (PB) application. There is no Elected Officials version because those agencies do not need review by OSPB.
Purpose:
The purpose of this budget form layout is to have a central place in PB to record JBC decisions on changes to Supplemental Budget Requests, Decision Items, Technical Adjustments and Budget Amendments.
Steps to Review and Update Certain Fields:
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 065* or 075* and click 'Apply.'
NOTE: In this example, we will be using layout 065_CY_SUPPLEMENTAL. Please note the steps are the same for 075_RY_JBC_TRACKING
Step 4: Click 'Select' from the grid actions section. The 065_CY_SUPPLEMENTALS will show on the screen.
The Budget Request Header has been pre-populated based on data entered in the Budget Request layout form 060_CY_SUPPLEMENTALS from budget requests entered that were advanced to stage 291.
(For the 075 layout, the details would come from Budget Request layout forms 020_RY_BASE_ADJ, 025_RY_BASE_ANN_ADJ, 030_RY_REQUESTS, and 070_RY_BUDGET_AMENDS)
Step 5: Select a budget request from the grid section of the screen. Use the 3-dot menu to select 'Edit.'
Step 6: Navigate to the 'Expenses' tab.
Review the other chart of account fields that were pre-populated.
The following information will pre-populate:
Request Code
Spending Authority Indicator
Organization
Long Bill Line
Appropriation Unit
Activity
Location Code
Budget Object
Fund
Fund Type
FY YYYY-YY Sup Req
(This is prepopulated data from the Supplemental Request entered in layout 060)
JBC Changes
Justification Line Text
JBC Changes:
The data in the JBC Changes field is identical to the data in the FY YYYY-YY Sup Req field. This field is editable and can be used to update to the final amount that is approved by the JBC.
For example, if the JBC were to approve the request for a different amount, for example $2,000,000, rather than the $2,778,474 requested, the field should be updated to reflect that amount. The Justification Line Text field is used to explain the change.
The recommendation is to provide as much information as possible, within the 2000-character limit, to document the changes made by the JBC. Information should include the new amount approved, the date the JBC approved, and through what means.
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