Step 2 – page 5 Before you update the Historical Data – 2017-2018

Once processed TxEIS will update the Amended and Actual Columns

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Step 3 Pg 8 & 9 Comparing Budget to Finance

Budget

Finance

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Step 7 – Update Budget Options - This will change the years on the Columns but not amounts.

Before

After

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Step 8 pg 17 - Before the Reinitialize

After Reinitialization Results – see page 20 screen shot

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Step 10 Update the Fiscal Year Account Codes - Look at the Inquiry > Budget Account Codes Inquiry.

Before

After

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Step 14 – Update budget Data – Before Execute

For 2018-2019

AFTER

Step 16 pg 33 – Create A Simulation – Select a column on which to Base the Simulation Calculations. Page 6 of 9

Create a Simulation to copy last year’s budget to Requested

Before

Step 17 - This Year 2018-2019 Amend Budget copied/moved to 2019-2020 Requested

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Step 16- Create a Simulation to add $200 to Travel in Recommended

Step 17- This Year 2018-2019 Amend Budget copied/moved to 2019-2020 Requested

Step 18 – Copy Level – Budget Level Processing. Moved Requested to Recommended then moved to Approved.

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Before

After

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