Page 18 - Participant Guide ebook - Unanet GovCon Using General Ledger

Activity 2.1 Create GL Budget Name and Profile
Login as Gloria Gladmin (GL Administrator) – ggladmin/welcome

Activity Steps:
1. Navigate: Admin > Setup > Budget Names

2. Add a new Budget Name Class with a description of “Class Budget” and confirm
it is marked Active.

3. Navigate: Admin > Setup > Budget Profiles

4. Add a new Budget Profile for Class with the following attributes:

• Legal Entity: MYCO
• Fiscal Year: FY21
• Budget Type: Income Statement

5. Confirm Class is now included on the Budget Profile list.
6. LOGOUT as Gloria Gladmin (GL Admin)

Activity 2.2 Import and Modify a GL Budget

Login as Amy Accountant (GL Budget Manager) – aaccountant / welcome

Activity Steps:
1. LOGIN as Amy Accountant (GL Budget Manager) – aaccountant / welcome

2. Navigate: Financials > General Ledger > Budgets and Edit the Class Budget
created by the GL Admin in the previous activity

3. Add a new Budgeted Organization for OPS.CS-Consulting Services

4. Import the budget .csv file Class Budget for CS FY21 Income Statement, which
has been provided to you

5. Confirm the Financial Organization budget has been completed and keep open
for the next activity

LESSON 2 GENERAL LEDGER BUDGETS
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