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Campus-Wide Budgeting System
User Guide
Table of Contents
WELCOME TO THE BUDGETING SYSTEM ........................................................1
INTRODUCTION ................................................................................................... 1
AUDIENCE ......................................................................................................... 1
DOCUMENTATION CONVENTIONS ............................................................................... 1
TERMS USED IN THIS MANUAL .................................................................................. 2
LOGGING INTO THE SYSTEM..................................................................................... 3
LOGGING OFF THE SYSTEM ...................................................................................... 5
FUNDAMENTAL ELEMENTS .........................................................................7
DIMENSIONS ...................................................................................................... 7
Scenario and Version Dimensions .................................................................. 7
Account Dimensions .................................................................................... 8
Project Grant Dimensions ............................................................................. 8
Entity Dimensions ....................................................................................... 8
Year Dimensions ......................................................................................... 8
Period Dimensions ....................................................................................... 8
Fund Dimensions ......................................................................................... 9
Program Code Dimensions ............................................................................ 9
MEMBERS .......................................................................................................... 9
GENEALOGICAL RELATIONSHIPS ................................................................................ 9
POINTS OF VIEW................................................................................................ 10
ELEMENTS OF THE CONTENT AREA AND DATA FORMS ....................................11
COLLAPSING AND EXPANDING DATA ENTRY AREAS AND FORMS ......................................... 12
HIDING AND SHOWING ROWS AND COLUMNS .............................................................. 12
DATA FORMS .................................................................................................... 13
APPLICATION TABS ............................................................................................. 14
MODES ........................................................................................................... 14
BUTTONS AND MENUS ......................................................................................... 14
TOOLBAR BUTTONS ............................................................................................ 16
NAVIGATION..................................................................................................... 18
Workspace Overview ................................................................................. 18
USE OF COLOUR ................................................................................................ 19
PREFERENCES ......................................................................................20
SETTING USER PREFERENCES ................................................................................. 20
General .................................................................................................... 21
Financial Reporting Options ........................................................................ 22
Setting Individual Display Options ............................................................... 23
Web Analysis Options ................................................................................ 23
Planning ................................................................................................... 25
DISABLING THE BROWSER’S SCROLLING MENUS........................................................... 31
DATA FORMS .......................................................................................33
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