Operational Budgeting

Anytime a user is able to select or input data, they are working within an Axiom Plan File. Plan Files are named, and permissions are granted to them, based on their underlying purpose.
The Operational Budgeting Plan File

  • Is a reporting Unit level report that all members of the span of financial oversight can access
  • Includes all Activities linked to the Reporting Unit in most operating funds and some restricted funds
  • Provides data to the Object Code level
  • Reflects Colleague GL data updated on a nightly basis

Please use the link below to view the training slide deck for Operational Budgeting

Axiom Operational Budgeting (Rev 9.11.18)

 

Axiom training videos pertaining to Operational Budgeting are available below

Axiom training video - Operational Budgeting 1 of 5 - Overview (Rev 8.20.18)

Axiom training video - Operational Budgeting 2 of 5 - Budget Plan Worksheet (Rev 8.20.18)

Axiom training video - Operational Budgeting 3 of 5 - User Adjustments (Rev 8.20.18)

Axiom training video - Operational Budgeting 4 of 5 - Transactional Drill Report & Budget Adjustment Sheet (Rev 8.20.18)

Axiom training video - Operational Budgeting 5 of 5 - Workflow (Rev 8.20.18)