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Budget Manager user guidance

Find bite-size guides to specific areas of the Budget Manager application covering navigation and useful functions.

Budget Management is the active management of budgets throughout the financial year. This includes forecasting the year-end financial position on a monthly basis using all relevant financial and performance information available to budget managers.

Once the year end position has been forecasted any differences between expected and planned spend/ income needs to be reported and explained and where possible actions taken to correct the variance. Budget Managers do not have authority to spend more than the budget allocated.

Budget Manager Guidance

Worksheets are quick bite-size guides to specific areas of the Budget Manager application covering navigation and useful functions.  They are intended for all users, they are not specific to models and do not deal with the forecasting processes.

1. Introduction to Budget Manager (PDF) - basic overview of the forecasting cycle

2. Budget Manager Models, Forms and Profiles (PDF) - what they are and what they show

2.1 Revenue Forecasting Form (PDF)

2.2 Capital Forecasting Form (PDF)

3. Budget Manager Workbench (PDF) - Home screen layout

4. Forms and Data Entry in Budget Manager (PDF) - Navigation to and around forms

5. Exporting Data to a new Excel spreadsheet (PDF) 

6. Setting up new profiles (PDF) 

7. Amending views in Finance forms (PDF) 

8. Budget Manager - Frequently asked questions (PDF)