Guide · for Admin, Super Admin
Guide for the Budget Office (Admin and Super Admin)
Open the cycle, set the ceilings, track submissions, report, and run the installation.
The Budget Office runs the one installation: the calendar, the chart of accounts, MDAs and users, ceilings and the consolidated reports. Every change is in the audit log with who, when and why.
A cycle in order
- Open the next fiscal year from the cycle calendar: quarters, months and a submission per MDA are created in one action.
- Open the Budget exercise with its deadline; MTREF and Performance when their time comes.
- Set the allowance percentage and subvention per MDA on the GOE ceilings screen; simulate first.
- Watch the submission tracker; remind, freeze with a reason, or work on behalf of an MDA that is stuck.
- Queue the consolidated estimates and the per-MDA reports from the reports screen.
- Close the exercise when the deadline passes.
Super Admin only
Engine policies, the site’s branding and support details, and the second-factor settings of other administrators.