Embedded Files
Summary: This job aid describes the purpose and stages of all major budget layouts used to submit budget requests in PB.
Budget Layouts are used to define the budget formulation process and a set of stages are assigned to each budget layout. Appropriate user groups with defined workflow access are designated for each stage to facilitate the advance of budget requests throughout the budget cycle.
● 020_RY_BAS_ADJ
● 030_RY_REQUESTS
● 030_RY_REQUESTS_EO
● 035_RY_REQUESTS_CAP
● 040_ACTUALS_FTE
● 060_CY_SUPPLEMENTALS
● 060_CY_SUPPLEMENT_EO
● 066_CY_SUP_CAPITALS
● 070_RY_BDGT_AMNDS_EO
● 070_RY_BUDGET_AMENDS
● 076_RY_BA_CAP
020_RY_BASE_ADJ
● Purpose
Submit Base Adjustments Requests (Bill Annualizations, Contract Escalators, Case Load Adjustments, etc.)
Stage
100
200
250
280
290
291
Name
Cabinet Development
Advance to OSPB
OSPB Approval
Return Revisions
Final Approval
Final Stage - All view
Stage Group
Cabinet and Non Executive Cabinet
Cabinet, Non Executive Cabinet, OSPB
OSPB
Cabinet, Non Executive Cabinet, OSPB
OSPB
Department, OSPB, OSPB Manager
030_RY_REQUESTS
● Purpose
Submit Decision Items
Stage
100
200
250
280
290
291
Name
Cabinet Development
Advance to OSPB
OSPB Approval
Return Revisions
Final Approval
Final Stage - All view
Stage Group
Cabinet and Non Executive Cabinet
Cabinet, Non Executive Cabinet, OSPB
OSPB
Cabinet, Non Executive Cabinet, OSPB
OSPB
Department, OSPB, OSPB Manager
030_RY_REQUESTS_EO
● Purpose
Submit Decision Items for elected officials (Not Reported to OSPB)
Stage
295
Name
Elected Official Review
Stage Group
Non Executive Cabinet
035_RY_REQUESTS_CAP
● Purpose
Submit Capital Construction requests
Stage
100
150
200
250
280
290
291
Name
Cabinet Development
Cabinet Approval
Advance to OSPB
OSPB Approval
Return Revisions
Final Approval
Final Stage - All view
Stage Group
Cabinet and Non Executive Cabinet
Cabinet and Non Executive Cabinet
Cabinet, Non Executive Cabinet, OSPB
OSPB
Cabinet, Non Executive Cabinet, OSPB
OSPB
OSPB Manager
040_ACTUALS_FTE
● Purpose
Load Prior Year FTE Actuals
Stage
100
291
Name
Cabinet Development
Final Stage - All view
Stage Group
Cabinet and Non Executive Cabinet and OSPB
OSPB Manager
060_CY_SUPPLEMENTALS
● Purpose
Submit Current Year Supplemental Requests for Executive Cabinets
Stage
100
200
250
280
290
291
Name
Cabinet Development
Advance to OSPB
OSPB Approval
Return Revisions
Final Approval
Final Stage - All view
Stage Group
Cabinet
Cabinet and OSPB
OSPB
Cabinet and OSPB
OSPB
Department, OSPB, OSPB Manager
060_CY_SUPPLEMENT_EO
● Purpose
Submit Current Year Supplemental Requests for Non-Executive Cabinets
Stage
295
Name
Elected Official Review
Stage Group
Non Executive Cabinet
066_CY_SUP_CAPITALS
● Purpose
Submit Current Year Supplemental Requests for Capitals
Stage
100
200
250
280
290
291
Name
Cabinet Development
Advance to OSPB
OSPB Approval
Return Revisions
Final Approval
Final Stage - All view
Stage Group
Cabinet
Cabinet and OSPB
Cabinet and OSPB
Cabinet and OSPB
Cabinet and OSPB
OSPB Manager
070_RY_BDGT_AMNDS_EO
● Purpose
Submit Request Year Budget Amendments Not Reported to OSPB
Stage
295
Name
Elected Official Review
Stage Group
Non Executive Cabinet
070_RY_BUDGET_AMENDS
● Purpose
Submit Request Year Budget Amendments for Executive Cabinets
Stage
100
200
250
280
290
291
Name
Cabinet Development
Advance to OSPB
OSPB Approval
Return Revisions
Final Approval
Final Stage - All view
Stage Group
Cabinet
Cabinet and OSPB
OSPB
Cabinet and OSPB
Cabinet and OSPB
Department, OSPB and OSPB Manager
076_RY_BA_CAP
● Purpose
Submit Request Year Budget Amendments for Capitals
Stage
100
150
200
250
280
290
291
Name
Cabinet Development
Cabinet Approval
Advance to OSPB
OSPB Approval
Return Revisions
Final Approval
Final Stage - All view
Stage Group
Cabinet and Non Executive Cabinet
Cabinet and Non Executive Cabinet
Cabinet, Non Executive Cabinet, and OSPB
OSPB
Cabinet, Non Executive Cabinet, and OSPB
OSPB
OSPB Manager
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