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Home > Performance Budgeting > Using New Selection Fields on Budget Development Layouts
Process
The Selection field functionality provides the ability for users to provide details about the budget request on the Budget Layout header. Options are selected by the user for each heading in the Budget Request Information section of the header tab. Options are available for selection under the drop down.
Users will know a field is required because it will show a red asterisk before the name of the selection field. The default is blank.
If the field is required the system will require the selection field to be populated upon clicking Save.
Selection fields have been added t to the following budget layout forms:
020_RY_BASE_ADJ
020_RY_BASE_ADJ_EO
030_RY_REQUESTS
030_RY_REQUESTS_EO
035_RY_REQUESTS_CAP
060_CY_SUPPLEMENTALS
060_CY_SUPPLEMENTALS_EO
066_CY_SUP_CAPITALS
070_RY_BUDGET_AMENDS
070_RY_BUDGET_AMENDS_EO
076_RY_BA_CAP
Steps to use:
In this example, we are demonstrating the functionality in budget layout 030_RY_REQUESTS , budget request code 23376.
Page Code: BUDR
In the Code Field, enter 030*
Select Apply to see Budget Requests
On the Budget Layout Selection page, in the grid actions section, use the Select button to open the page to the budget requests
Search for the budget request layout. Options for searching include: search by Request Code, Organization, Name, Bill Number, Stage, and Draft Mode.
Use the “*” if you only know part of the name or code.
Select the search button
Once the budget request shows in the Grid Actions section, navigate to the 3-dot menu in the line action menu, select edit.
On the Budget Request tab navigate to the Budget Request Information section.
For each box complete the appropriate selection by using the drop down arrow on the right side.
Select Save
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