SB Budgets

Budgets are collections of buckets grouped according to admin-defined rules and filters.

Create a budget

1. From Manage, select Configuration.

2. Select Budgets.

3. Select Create Budgets.

4. Enter your data in the provided form.

   1. Budget types must be Central Office, School-based Budget, or LEA Budget.

5. Select Proceed to Scopes.

6. If applicable, select +Add Scopes to define financial data included in the Budget.

7. If applicable, select +Add Scopes to define staffing data included in the Budget.

8. Select Proceed to Review.

9. Select Confirm and Save.

Upload a Budget

1. From Manage, select Configuration.

2. Select Budgets.

3. Select Create Budgets.

4. Enter your data in the provided form.

   1. Budget types must be Central Office, School-based Budget, or LEA Budget.

5. Select Proceed to Scopes.

6. If applicable, select +Add Scopes to define financial data included in the Budget.

7. If applicable, select +Add Scopes to define staffing data included in the Budget.

8. Select Proceed to Review.

9. Select Confirm and Save.

Delete a Budget

1. In Manage, select Configuration.

2. Select Budgets.

3. Select the trash can icon of the budget that you would like to delete.

4. Select OK.

Edit a budget

1. In Manage, select Configuration.

2. Select Budgets.

3. Select the pencil icon to make your edits.

4. Select Proceed to Scopes.

5. If you would like to modify the Scopes, select +Add Scopes.

6. Select Proceed to Review.

7. Select Confirm and Save to apply the changes.

Explanation of Fields- Budgets in Manage