RTI Object Documentation - BudgetTool
Contents
1. MICROSOFT SOFTWARE SUPPLEMENTAL LICENSE TERMS MICROSOFT NET FRAMEWORK 2 0 Microsoft Corporation for based on where you live one of its affiliates licenses this supplement to you If you are licensed to use Microsoft Windows operating system software the software you may use this supplement You may not use it iF you do not have a license for the software You may use a copy of this supplement with each validly licensed copy of the software v By clicking I accept the terms of the License Agreement and proceeding to use the product I indicate that I have read understood and agreed to the terms of the End User License Agreement 8 Select 9 On successful completion the Setup Complete dialog box appears GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL SECTION I GETTING STARTED 10 Click Finish ie Microsoft NET Framework 2 0 Setup Setup Complete Microsoft NET Framework 2 0 has been successfully installed It is highly recommended that you download and install the latest service packs and security updates For this product For more information visit the Following Web site Product Support Center Finish 10 Click The Framework installation is complete Close the browser and go back to Section I B 1 to start BudgetTool GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL SECTION I GETTING STARTED Section I C Access Agencies must complete the Agen2. County C Pierce County C Pike County Type in one or more letters or numbers to search for a particular name or number Individual Selections Counties County anne FIPS C State wide 939593 C Marious 99998 C Appling County O01 Atkingon County O03 C Bacon County O05 Baker County ou C Baldwin County ogg 011 7 161 Means 7 selections have been made from the list of 161 CountyName _ Catoosa County C McIntosh County Type in and one or more letters or numbers to search for the occurrence of this sequence letters or numbers within an item in the list Counties CountyName Bacon County Bleckley County Brooks County Click the house to return to the ae inside list of all the t 1R POX to get a listing of the selected items items GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL SECTION I GETTING STARTED Question Mark Pointer The question mark is shown whenever a selection can be made in a drop down menu Change Selection IAI Budget Year FY2010 Stage Agency Request amp Agency R 82 Include attached agencies a Show Programs Title Bar The Title Bar in BudgetTool will indicate the mode you are working in on most screens Example The following is View mode No changes additions or deletions can be made on this screen Title Bar Change Class Agency Wide Counties CountyN FIPS lt A Change Type Red
3. GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL SECTION GETTING STARTED SOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL User MANUAL Section I Getting Started 270 Washington Street SW 8 Floor Atlanta Georgia 30334 404 656 3820 www opb state ga us Revised J uly 28 2011 GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL SECTION I GETTING STARTED Preface The purpose of this BudgetTool User Manual is to provide detailed instructions for using the BudgetTool application All agencies will use BudgetTool to submit their budget requests to the Governor s Office of Planning and Budget OPB The manual is organized by sections Section I Getting Started This section contains instructions on Technical Requirements Application Setup Access Navigation Overview It is anticipated that Section I is read first as these instructions are not repeated in the following sections and apply to all users of the application Section IJ Administrators Guide This section contains instructions for administrators outside of the OPB IT Department OPB Division Administrators Maintain Agency Administrators and Agency Submitters as well as their respective OPB Division Users associate fund sources and object classes to agencies Agency Administrators Maintain Attached Agency Administrators and Agency Users associate fund sources and object classes to programs
4. Launcher From 172 30 40 69 Publisher Unknown Publisher Run While applications from the Internet can be useful they can potentially harm your computer IF you do not trust the source do not run this software More Information Step 4 On successful completion of the launch the Login Screen of the BudgetTool application will appear 83 Login to Budget Tool User ID Password Domain Mame OPBPROD Change Password FASTER FRIENDLIER EASIER Enter User ID and Password GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL SECTION I GETTING STARTED Section I B 2 MS NET Framework Installation BudgetTool Welcome To BudgetTool Mame Budget tool Version 4 0 0 0 Publisher Governor s Office Of Planning amp Budget jar Moe Dees are Ot fali i e no Eien NET D these componenta are akesdy matalled you can stat the aopicebon now by cheking the bution abia 1 Select the hyperlink NET Framework 3 5 Click Here to Install Now NET Framework only needs to be installed one time 2 The dotnetfx exe dialog box appears Select Run to install the NET framework File Download Security Warning Do you want to run or save this file Name dotnetfx exe Type Application 22 4MB From a While files from the Internet can be useful this file type can e potentially harm your computer If you do not trus
5. Section III User Guide This section contains detailed instructions on the business processes and how to use the application to develop an agency s budget request submission by the agency and workflow through the Governor s Recommendation to the General Assembly Section II A Agency User Guide Section II B OPB Budget Development Guide Section IV OPB IT Administrators Guide This section contains the documentation of technical setup of the application loading data maintenance of stages and other various procedures for the OPB IT Division These tasks are performed by the OPB IT Division thus this section of the manual will be used internally GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL SECTION I GETTING STARTED Overview BudgetTool is an application developed by the Governor s Office of Planning and Budget OPB to be used by all state agencies to submit their Amended and new fiscal year budget requests OPB will use BudgetTool to develop the Governor s budget recommendations to the legislature BudgetTool is written in a relatively new technology and is intended to provide better information management functionality faster speed and user friendly report writing tools BudgetTool s security model will enable agencies to setup their own users and maintain their fund source and object class program associations Much less detailed data entry will be required than in the past Instead word docume
6. cy Agreement form for access to the BudgetTool application This form must be signed by the Fiscal Officer or Agency Head Return the form via fax to OPB BudgetTool Agency Agreement Before any Request for Access to OPB s BudgetTool System can be processed the agency must submit this Agency Agreement signed by the Agency Head or Fiscal Officer Official Name of the Agency Parent Agency if an Attached Agency Agency Fiscal Officer Telephone Number E Mail Address Fax Number If the Agency needs access to any of their Attached Agencies please list the name of each Agency The Agency must assume responsibility for the security of the BudgetTool application by maintaining agency user information to include assigned IDs and passwords The Agency must protect the integrity of the system by entering IDs and passwords only for those employees that will actually use BudgetTool and removing those that become inactive Signature of Agency Head or Fiscal Officer X Date Please fax completed forms to Bruce Zents at 404 656 7916 All further correspondence concerning BudgetTool will be directed to the Agency Head or Agency Fiscal Officer named above One form per agency GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL SECTION I GETTING STARTED After completing the Agency Agreement Form agencies must request that their Agency Administrators and Agency Submitters have their passwords and user IDs loaded i
7. ections other than the Application Users Setup will be used by the IT division for maintenance Security Setup Application Users Setup User Session Audit Application Roles Setup User ApplicationAudit Report Roles Setup User Meta Data Audit Agency Group List Agency Group Setup Section I D 9 Exit Exit re a pete T Ce a SS N E r oa oy Sa i SE A ASP RE oo i D Y i T i uy A th l ee r 5 OPBTEST Log Out 15 GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL SECTION I GETTING STARTED Log Out Click Log Out if you are leaving BudgetTool for a short period of time The Login screen will appear which will allow you to login to the system quickly when you return Tig BudgetTool OPBTEST 17 7 lt Governor s 83 Login to Budget Tool Domain Mame OPBTEST Change Password FASTER FRIENDLIER EASIER GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL GETTING STARTED SECTION Hourglass BudgetTool Navigation in ote pi eel the screen currently being used Creates a bar of the screen being used so it can be easily compared to other screens when maximized c Closes the screen you are currently using s A very helpful lookup tool used to do quick searches for items in a list If you see the hourglass you can use the following techniques to do quick searches CountyName Pickens
8. led summary of the agency at the program and subprogram levels Changes are made by adding new change entries or editing existing change entries Supporting documents can also be uploaded and accessed using this screen Ceres biia vi hogar Of bemes aig al Fob asa i Fee Section I D 4 Update Business Event Pre checks are done in this area The submission review approval and advancement of agency requests are also done in this section Please see Section I A Security Model Application Tasks for a detailed explanation of role assignments for each stage Submit Unsubmit Validation Data Display Budget Year Stage Agency Summary Only Events g GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL SECTION I GETTING STARTED Section I D 5 Statewide Setup Statewide descriptors can be added and edited in this area The ability to make these changes is based upon the user s assigned role Statewide descriptors can only set up by OPB Executive Users Statewide Descriptor List Budget Year Stage LY Get List of Descriptor Change Class Change Type Descriptor Short Description Justification SW Calc Code Statewide Calculation Rate Expression nang Section I D 6 Update Current This section is used only by OPB to make stage recommendations set up descriptor g
9. lorer 6 0 or higher Operating System Windows XP with the latest Service pack s or Windows 2000 workstation with the latest Service pack s Prerequisites MS Net Framework version 2 0 or Higher with Latest Service pack Note instructions for installing the MS NET framework are in Section I B 2 below Display resolution Minimum 1024 x 768 Section I B Setup BudgetTool is only compatible with Internet Explorer which is already installed on most computers The MS NET Framework is an application which must be installed on your computer to enable BudgetTool to function You may already have Net installed but if you do not the detailed instructions on how to complete this task are described below See Section I B 2 below This installation is necessary only once Section I B 1 Starting BudgetTool Start your Internet Explorer browser and copy this link to your browser http budgettool opb state ga us Alternatively BudgetTool can be accessed from the OPB public web site home page www opb georgia gov under Links OPB Applications BudgetTool ha fpa BudgetTool Welcome To BudgetTool Hamm 3 fwd gettext Welcome To BudgetToal Momo Amended Ey 20L Dude TAC ESR PEER annn a aH fugat Tool publisher Governor s Office Of Plasning amp Budpet Governor s Office Of Planning amp Budget l 7 SISter The foio Hees ara repared JNET Framework 3 5 Click Here to Install Now IF th components are bandy mitaied y
10. nto BudgetTool by their OPB Division Administrators Return the form via fax to OPB BudgetTool Request for Agency Administrator Agency Submitter Access The Agency Head or the Agency Fiscal Officer must approve a request form for Agency Administrators and Agency Submitters needing access to the BudgetTool application Agency Administrators may request access to their attached agencies Please list the attached agencies for which access is needed on the form Agencies may designate as many Administrators as necessary to support the BudgetTool application OPB is responsible for setting up Agency Submitters in BudgetTool Please use this form for requesting access fro agency budget submitters If a user has both roles Administrator and Submitter use only one form and check both boxes Please enter one user per form Before any requests for Agency Administrator access are processed the agency must submit an Agency Agreement signed by the Agency Head or Agency Fiscal Officer For each Agency Administrator or Agency Submitter the following information is required Full Name of User ex William D Smith Agency Name Telephone Division E mail Address Parent Agency if an Attached Agency Type of Access Requested Please check the type of access required Agency Administrator _ Agency Budget Submitter Signature of BudgetTool user X Signature of Agency Head or Agency Fiscal Officer X Please fax completed fo
11. nts spreadsheets and or templates can be attached to explain the specific details of the agency budget request Program fund source and object class entries will be made on the same screen at the same time Section Getting Started Purpose The purpose of this section of the BudgetTool User Manual is to provide for all users an orientation in and instructions for the following areas Technical Requirements Application Setup Accessing the Application Navigation Overview It is anticipated that Section I will be read first The topics covered here are common topics that apply to all users and are not repeated in the other sections It is necessary to read this section before reading the other sections Section I A Technical Requirements This section defines the technical requirements for BudgetTool such as browser version display settings operating system administrative rights to install etc Technology BudgetTool was developed as a Microsoft Smart Client application using the Microsoft Net development platform Smart Client applications combine capabilities of desktop client applications with the power and reach of web based thin client applications Smart Client applications are deployed and automatically maintained through the use of a web browser GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL SECTION I GETTING STARTED BudgetTool Prerequisites Browser Microsoft Internet Exp
12. ou can stat the bopkation mow by chchang the button above Gaorgia Bi l 6 Cenereta we TS Tihei FALTER FESTA SE PE Georgia 3 If this screen appears the NET Framework is already If this screen appears the NET Framework is NOTinstalled installed Please proceed to the Step 1 on your computer Please see installation instructions Section B 2 for instructions on installing the NET Framework GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL SECTION I GETTING STARTED Step 1 Select Start BudgetTool and allow it to launch on your desktop The Launching Application dialog box appears BudgetTool is verifying from the server if there are any updates for the application Launching Application g verifying application requirements This may take a few moments Step 2 This dialog box will appear for new users Step 3 Click Run to install the BudgetTool application Application Run Security Warning Publisher cannot be verified Are you sure you want to run this application Name OPBNET BudgetDey Launcher From 172 30 40 69 Publisher Unknown Publisher While applications From the Internet can be useful they can potentially harm your computer IF you do not trust the source do not run this software More Information Application Run Security Warning Publisher cannot be verified Are you sure you want to run this application Name OPBNET BudgetDey
13. rms to Bruce Zents at 404 656 7916 These BudgetTool forms can be found on the OPB homepage link http www opb georgia gov Select Links OPB Applications option then select BudgetTool In the paragraph below the Start BudgetTool button there is a link to Request for Access Form Agency Administrators will maintain all other agency users Itis up to the Agency if they want to require the completion of the access form for all users 10 GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL SECTION I GETTING STARTED Section I D Navigation Below is the BudgetTool homepage from which navigation is accomplished to all the different functional areas of the application Although all users will see all of the shields as displayed below many of the shields will not be active for the various types of users that are in BudgetTool Below is a high level narrative which explains the functionality of each shield and what tasks can be accomplished by clicking on a specific shield BudgetTool Homepage for Navigation s P 2 i e E f f P 4 E EnA PE ar CF gt Note the above 1s a screen shot is from the TEST database If this were the production database if would say Welcome Your Name and under the word BudgetTool it would say OPBPROD e The OPB IT administrator uses the Meta Data Setup to make application level changes Stage initiation and high level main
14. roupings and to assign the grouping to programs Functionality has also been added in this area to permit OPB Analysts to enter historical costs by parent program and fund source Section I D 7 Reports The user will generate reports using this section Most reports can be easily customized for each user s specific needs Reports can be printed or exported as an Excel PDF JPEG HTML or Tiff image p Hopoi Proevisw Rapai Tithe Rapat Prnt wah Gumet Repot See Visia tisie Funda Datsis a Depawieart of Communy Ains 420 FYOG ADE fT 0g View Sye Funds Leas Department of Community Affairs 438 POR AUS O a Program 007600 Building Construction Sub Program 0670002 Consirucion Codes Budget Year Fiscal Year 2010 Stage Agency Request Waa There are currently 44 reports in BudgetTool many of which are customized and preformatted GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL SECTION I GETTING STARTED Section I D 8 Securty Setup amp The setup of users and security is accomplished in this area Security access 1s based on the role s assigned to each individual user The Application User Setup area will be used by the following roles e The OPB Division Administrator will use this area to setup OPB Division Users Agency Administrators and Agency Submitters e The Agency Administrator will use this area to setup Agency Users and Attached Agency Administrators S
15. t the source do not run or save this software What s the risk 3 Confirm the same with this dialog box and select Run again Internet Explorer Security Warning Do you want to run this software Name dotnetfx exe Publisher Microsoft Corporation While Files From the Internet can be useful this file type can potentially harm your computer Only run software From publishers you trust What s the risk GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL SECTION I GETTING STARTED 4 Select Next to start the Framework setup wizard iis Microsoft NET Framework 2 0 Setup Welcome to Microsoft NET Framework 2 0 Setup This wizard will quide you through the installation process 5 Ifthe error No administrative privileges were detected is received the computer may not be able to download NET Framework at this time due to agency policies Contact your agency IT Help Desk or IT staff who will contact OPB to resolve this issue Cancel iis Microsoft NET Framework 2 0 Setup You must have administrative privileges to run setup Contact your system administrator for more information Setup will now exit 6 If no errors the install dialog box appears 7 Select the Check box to accept the terms of the License Agreement Select Install Button to install the Framework iis Microsoft NET Framework 2 0 Setup End User License Agreement End User License Agreement
16. tenance changes are done using this section The section is only accessible to the OPB IT Administrator Meta Data Setup Master Setup Stage Advance Financial Year Stage Change Type Setup Financial Year Stage Justification Setup PreCheck Exemption Setup for Agencies Change Type Percentage Setup for 4gencies 11 GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL SECTION I GETTING STARTED Section I D 2 Agency Setup The OPB Division Administrator will use this Agency Setup section to associate Fund Sources and Object Classes to Agencies Click the inverted triangle to expand the available association setups BUD ___ eTUD Agency Association Setup Y Program Base Setup Program Association Setup Agency and Standard Descriptor State Fund Association Setup iii Federal Fund Association Setup meee Other Funds Association Setup The Agency Administrator will use this Agency Setup section to associate Fund Sources and Object Classes to Programs Federal Fund Base Setup Other Funds Base Setup Object Class Base Setup Agency and Standard Descriptor List Performance Measure The Standard and Agency Wide Descriptors can be created and edited using this area GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL SECTION I GETTING STARTED Section I D 3 Change Selection The Change Selection area allows the user to view a detai
17. uctions an GOUDE VASTS CTS Statewide 99999 Justification Must Do L various 99998 C Appling County 001 Descriptor Contracts i C Atkinson County i F Bacon County Short Desc Contracts Description Comments Reduce Contracts across the agency GOVERNOR S OFFICE OF PLANNING AND BUDGET BUDGETTOOL USER MANUAL SECTION I GETTING STARTED Pin It Selecting Pin It allows the user to move between shields and pages without selecting the Agency each time Deselect the Pin It box to change the Agency selection ak Budget Year APY 2011 T Pint E Stage Agency Request T Agency Department of Banking and Finance 406 LY Change Selection Example Pin It was selected in the Change Selection The Agency remains selected when the user chooses the Agency Setup and the Update Business Event shields Submit Unsubmit Validation Data Display Program Object Classes Base Association Budget Year 9 AFY 2011 Pin It AFY 2011 ee Stage Agency Request id stage Agency Request Budget Year Agency Department of Banking and Finance 406 F l Agency Department of Banking and Finance 406
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