Process Overview
• Once the RE for the year and the BE for the next year have been uploaded, you need to run the Non Plan Post RE Budget Report
• This report will reflect the actual expenditure data for the last two years, the RE for the last year, the BE for the current year.
• It will also show the actual expenditure incurred till august in that particular year.
• Also it will show the anticipated expenditure for the last seven months and the RE uploaded by you for the current year.
• It will reflect the Proposed BE figures for the next year
Navigation
Report Manager Responsibility->Financial Report Submission
Running Non-Plan Post Budget Exercise
• Once you have posted the entry for RE/BE, you can run Non Plan Post Budget Exercise Report.
• Go to the Navigator and select responsibility as Report Manager.
• Once you click on Financial Report Submission, the following screen shall open.
• Enter the Report Name which is Non Plan Post Budget Exercise Report,
• Enter the Period Name and Enter the Institute name by doing Segment Override and click on Next.
• Once you click on Next, the following screen shall open where you need to select the Default Template
• Click on Next again.
Once you click on Next, the following screen shall open.
• Save the report in the folder with the name you want to save it. C
Click on Next.
• Once you click on Next, the following screen shall open.
• Click on Submit and then Ok.
Viewing Non Plan Post-Budget Exercise
In order to see the Non Plan Post Budget Exercise Report Go Back to the Navigator Screen and select responsibility as Report Manager.
Navigation: Report Manager->Repository Management
Once you click on Repository Management, Click on the folder in which you have saved the report and click on the sign in front of that report name in order to view the report.
Once you click on that report, the following screen will appear and you can open the report in Excel. The first icon as pointed by the arrow is for running the report in Excel Format. Once you click on that Icon, the report will be opened.
Running Non-Plan Post Budget Exercise
The following report will open. It will show Actual data for last two years, Revised Estimates for the last year and Current Year, Budget Estimates for the Current and Next Year, Actual and anticipated Expenditure for the Current Year.
