Budget Detail

The Budget Detail screen must be completed by all Contracting Entities. The system will not allow an Application Packet to be submitted without an error-free Budget.

In addition, the Budget Detail must be completed if an Advance Request is submitted; however, the submission of an Advance Request occurs outside of the system’s Application Packet sub-module and therefore must be manually validated by the State.

To access the Budget Detail

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. From the Applications menu, select Application Packet – Centers or Application Packet – DCH. The current year’s Application Packet screen displays.

3. Select View next to Budget Detail. The most current Budget Detail screen displays.

Note: If there are multiple versions of a budget within the system (i.e., revisions exist), the system defaults to the most current version.

To add a Budget Detail

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. From the Applications menu, select Application Packet – Centers or Application Packet – DCH. The current year’s Application Packet screen displays.

3. Select Add next to Budget Detail. A blank Budget Detail screen displays.

4. Complete the form.

5. Select Save. A confirmation screen displays.

6. Select <Edit to return to the Budget Detail screen.
-OR-
Select Finish to return to the Application Packet screen.

To view a Budget Detail

1. On the blue menu bar, select Applications.

2. From the Applications menu, select Application Packet – Centers or Application Packet – DCH. The current year’s Application Packet screen displays.

3. To view the most current Budget Detail, select View next to Contracting Entity Budget Detail. The Budget Detail screen displays.

–OR-

To view a prior Budget Detail, select the revision link under the Latest Version column. The Contracting Entity Budget History for the designated program year is displayed.

4. Select the budget version you would like to view.

To modify a Budget Detail

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. From the Applications menu, select Application Packet – Centers or Application Packet – DCH. The current year’s Application Packet screen displays.

3. Select Modify next to Budget Detail. The Budget Detail screen displays with the most current, un-submitted budget data.

4. Modify any desired information.

5. Select Save. A confirmation screen displays.

6. Select <Edit to return to the Budget Detail screen.
-OR-
Select Finish to return to the Application Packet screen.

To revise a Budget Detail

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. From the Applications menu, select Application Packet – Centers or Application Packet – DCH. The current year’s Application Packet screen displays.

3. Select Revise next to Budget Detail. The Budget Detail screen displays with the most current budget data.

4. Modify any desired information.

5. Select Save. A confirmation screen displays.

6. Select <Edit to return to the Budget Detail screen.
-OR-
Select Finish to return to the Application Packet screen.

TIP: When creating a revision, the system maintains the previously-approved budget that can be accessed via the Contracting Entity Budget History screen.

To review a Budget Detail

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. From the Applications menu, select Application Packet – Centers or Application Packet – DCH. The current year’s Application Packet screen displays.

3. Select Admin next to Budget Detail. The Budget Detail screen displays.

4. Review the budget information submitted.

5. Enter information in the Internal Use Only section.

6. Select Save Internal Use Only. A confirmation screen displays.

7. Select <Edit to return to the Budget Detail screen.
-OR-
Select Finish to return to the Application Packet screen.

TIP: Authorized users can also access the Internal Use Only section by selecting Revise next to the Budget Detail option on the Application Packet screen and then selecting INTERNAL USE ONLY at the top right of the Budget Detail screen.

To delete a Budget

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. From the Applications menu, select Application Packet – Centers or Application Packet – DCH. The current year’s Application Packet screen displays.

3. Select Modify next to Budget Detail. The Budget Detail screen displays.

4. Select Delete in the top-right corner.

5. Select Delete at the bottom of the screen to confirm.