Use the OH Annual Spending Plan page to maintain data and report on the estimated financial condition of the General Fund for twelve months (July through June). This page allows users to enter monthly budget estimates by line number and generate reports comparing estimated versus actual financial data. The data is used for financial planning and cash position management.
If errors are encountered during the report generation process, you can correct the source data on the OH Annual Spending Plan Information form of the OH Annual Spending Plan page.
PowerSchool recommends that you correct the report’s source data that is retrieved from the Core application.
-
On the OH Annual Spending Plan page, filter records using the filter criteria. To enter filter criteria:
-
Select an option in the first field.
-
Select or enter a value.
-
Select Add if the button is enabled.
Refer to Search for records for more information.-
To add a record, select Add Record. Refer to the Field descriptions and enter valid information in the required fields. Select Save, and then Yes.
-
To edit a record, select the ellipsis in the Actions column and then select Edit. Update the information and select Save.
-
To delete a record, select the ellipsis in the Actions column, select Delete, and then select Yes.
-
To download the information, select Download, then select Download PDF or Download as an Excel Document. The default file names are:
-
Excel: OH Annual Spending Plan_<MMDDYYYY_hhmmss>.csv
-
PDF: OH Annual Spending Plan_<MMDDYYYY_hhmmss>.pdf
-
-
-
Field descriptions
The following table describes the fields on the OH Annual Spending Plan Information form of the OH Annual Spending Plan page.
|
Field |
Description |
Data source and Valid values |
|---|---|---|
|
Fiscal Year |
The fiscal year for the spending plan record. The default is the current fiscal year. This field is view-only and cannot be updated after saving the record. |
Not applicable |
|
Line Number |
The predefined line number corresponding to a budget category in accordance with the Ohio Five-Year forecast. This field is view-only and cannot be updated after saving the record. |
Not applicable |
|
Description |
The line number’s description. This field is view-only. |
Retrieved from the ohefin_cxacct table based on the selected Line Number. |
|
July |
The estimated budget amount for July. |
Not applicable |
|
August |
The estimated budget amount for August. |
Not applicable |
|
September |
The estimated budget amount for September. |
Not applicable |
|
October |
The estimated budget amount for October. |
Not applicable |
|
November |
The estimated budget amount for November. |
Not applicable |
|
December |
The estimated budget amount for December. |
Not applicable |
|
January |
The estimated budget amount for January. |
Not applicable |
|
February |
The estimated budget amount for February. |
Not applicable |
|
March |
The estimated budget amount for March. |
Not applicable |
|
April |
The estimated budget amount for April. |
Not applicable |
|
May |
The estimated budget amount for May. |
Not applicable |
|
June |
The estimated budget amount for June. |
Not applicable |