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• Coordinate with Budget Committee leads to identify any changes to the budget Guidance (e.g., changes to categories, travel rollup, bridge funding).
  • Co-lead updates Budget Guidance document with changes identified
  • Review by CoS/ADs
  • Confirm for possible changes in the Directorates due to re-organization
  • Ensure that the Budget Category Definitions and other decisions are finalized before work is started on the template starts to avoid duplication of effort. 
  • Present updated template to the committee to review changes and finalize template.

New Fiscal Year Budget Template Setup

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• Create new folders for each Directorate within the new fiscal year folder, and update directorate names as needed.

• Create a copy of the previous year's directorate with the largest number of groups' budgets, and name the file "SFYxx Budget Template" ... Historically, the Engagements directorate file was utilized. Save as new budget year's template with naming convention SFYxx Budget Template
• Remove all the data and restore the tab names to the default naming conventions:
  • XXX Directorate Personnel
  • XXX Directorate Non-Personnel
  • GroupN Personnel
  • GroupN Non-Personnel

• Once approval from the Budget Committee is received, utilize the new SFYxx Budget Template to fill in the data and create a new file for each directorate using the naming convention SFYxx Directorate Name Budget and save it inside each directorate's folder.
  • We Based on the org chart, we would need to create a Personnel tab and a Non-Personnel tab for each group/manager based on the org chart.

Directorate Budget File

Data tabs

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