BD 201: Creating Agency Operating Budgets
Class Materials

Format/Link	Last Revised	Title
Link	03/28/08	Course description
Link	07/18/08	Simulations (see note below)
Word PDF	07/18/08	Learner guide (class booklet)
Word	07/18/08	L1, Topic 1: Quick Steps: Creating Working Versions
Word	07/18/08	L1, Topic 2: Quick Steps: Locking and Unlocking Working Versions
Word	07/18/08	L1, Topic 3: Quick Steps: Entering an OAKS Line Item
Word	07/18/08	L2, Topic 1: Quick Steps: Defining and Applying Mass Adjustments
Word	07/18/08	L2, Topic 2: Quick Steps: Defining and Applying Allocations
Word	07/18/08	L2, Topic 3: Quick Steps: Entering Viewing and Deleting Line Item Notes
Word	07/18/08	L2, Topic 4: Quick Steps: Entering Revenue and Transfer Estimates
Word	07/18/08	L2, Topic 5: Quick Steps: Attaching Supporting Documentation
Word	07/18/08	L3, Topic 1: Quick Steps: Submitting a Planning Center Budget for an Activity
L1, Topic 1: Data Sheets: Creating Working Versions
Excel	06/24/08	Model 1
Excel	05/15/08	Model 2
L1, Topic 2: Data Sheets: Locking & Unlocking Working Versions
Excel	07/17/08	Model 1
Excel	07/17/08	Model 2
L1, Topic 3: Data Sheets: Entering an OAKS Line Item
Excel	07/17/08	Model 1
Excel	07/17/08	Model 2
L2, Topic 1: Data Sheets: Defining and Applying Mass Adjustments
Excel	07/17/08	Model 1
Excel	07/17/08	Model 2
L2, Topic 2: Data Sheets: Defining and Applying Allocations
Excel	07/17/08	Model 1
Excel	07/17/08	Model 2
L2, Topic 3: Data Sheets: Entering, Viewing, and Deleting Line Item Notes
Excel	07/17/08	Model 1
Excel	07/17/08	Model 2
L2, Topic 4: Data Sheets: Entering Revenue and Transfer Estimates
Excel	07/17/08	Model 1
Excel	07/17/08	Model 2
L2, Topic 5: Data Sheets: Attaching Supporting Documentation
Excel	07/17/08	Model 1
Excel	07/17/08	Model 2
L3, Topic 1: Data Sheets: Submitting a Planning Center Budget for an Activity
Excel	5/15/08	Model 1
Excel	05/15/08	Model 2
Summary exercise: Creating Agency Operating Budgets
Excel	06/24/08	Data Sheets Model 1
Excel	05/15/08	Data Sheets Model 2
Word	06/02/08	Job Aid: Attaching Files in BPM
Word	05/05/08	Job Aid: Establishing End User Preferences
Word	06/26/08	Job Aid: Filtering your Biennial Payroll Projection by Planning Center Using Pivot Tables
Word	06/26/08	Job Aid: Filtering Your Biennial Payroll Projection Report by Planning Center Using AutoFilters
Word	06/27/08	Job Aid: Filtering Your SOPPS Biennial Payroll Projection Report by Appointment Type Using AutoFilters for Use in the OBM Staffing Requirements Table
Word	05/13/08	Job Aid: Labeling Dimension for Initiatives
Word	04/17/08	Job Aid: OAKS Planning & Budgeting: Activities and Versions
Word	05/21/08	Job Aid: Running the Cognos Data Extract
Word	05/29/08	Job Aid: Selecting Public Views and Creating Private Views
Word	05/23/08	Job Aid: Using Dimensions and Filters
Word	05/21/08	Job Aid: Using Other Methods to Enter OAKS Line Items

End of Class Survey

Using these links

When you click a link for a Word, PDF, PowerPoint, Simulation, or Excel file you'll see a pop-up window which asks if you want to open, run, or save this file. You need to run or open the file, so click Open or Run.

When you open a Simulation this pop-up is followed by a second pop-up which tells you that the publisher could not be verified. This is expected, you still want to run the file. Click Run again.

Once you've opened the Simulation you see a PeopleSoft User Productivity Kit window. Use the Outline frame, on the left side, to find the simulation you want to use. Click the small plus sign (+) next to a title to display more of the outline; you may need to click the plus sign for more than one title to find the simulation you want to use.

More instructions for using an OAKS Simulation are found in the How to Use OAKS Simulations and Environments job aid and in these web-based courses:

		For HCM users: Introduction to Human Capital Management beginning on this page
		For FIN users: OAKS in a Nutshell for FIN, Lesson 3

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These course materials pages link to the most up-to-date published version of training materials. The last revision date for each item is shown above.

Check the Updates to Training Materials page to find out what's changed since you looked at specific materials

Go to FIN Class Materials home page

Go to OAKS Training Online home page

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