Budget Information
This procedure is obsolete and replaced by the Financial Information item in the Data Exchange (Ed-Fi) menu.
Use the PEIMS Budget Information page to load, create, and update PEIMS budget information. You can also generate reports. You may also assign actual amounts to PEIMS accounts for the fall submission using the PEIMS Budget Amount field.
Menu path
From the main navigation menu, select PEIMS, then All. From the Financial menu, select Budget Information.
Maintain data
On the PEIMS Budget Information page, specify Search Criteria and click Search.
To add a record, click Add new. Refer to Field descriptions, fill out the information, and click Accept.
To edit, double-click the record. Update the information and click Accept.
To delete a record, select the record and click Delete. Click Yes.
Field descriptions
The following table describes the fields on the PEIMS Budget Information page.
Field | Description |
|---|---|
PEIMS Fund | The code identifying the PEIMS fund. The limit is three characters. |
PEIMS Function | The code identifying the PEIMS function. The limit is two characters. |
PEIMS Object | The code identifying the PEIMS object. The limit is four characters. |
PEIMS Organization | The code identifying the PEIMS organization. The limit is three characters. |
PEIMS Program | The code identifying the PEIMS program. The limit is two characters. |
PEIMS Year | The code identifying the PEIMS year. The limit is one character. |
PEIMS Budget Amount | The budget amount for the PEIMS account. The limit is 14 numerals, with 12 numerals before and two numerals after the decimal. |
Load data
Loading PEIMS budget information deletes all existing records.
On the PEIMS Budget Information page, select Load.
Select the Year.
Enter the Fund Balance Object Codes.
In the Funds section, enter PEIMS funds to be extracted during the budget load process.
Select Accept, then Yes.
Select the Destination for the report:
Select File to save the report in .rpt format. In the File Name field, specify a path and file name.
Select Screen to save the report in .pdf format.