BD 210: Reviewing Agency Budgets
Class Materials

Format/Link	Last Revised	Title
Link	03/27/08	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: Viewing Planning Center Budget Status
Word	07/18/08	L1, Topic 2: Quick Steps: Reviewing Planning Center Budgets
Word	07/18/08	L1, Topic 3: Quick Steps: Rejecting Planning Center Budgets
Word	07/18/08	L1, Topic 4: Quick Steps: Submitting an Approved Planning Center Budget for an Activity
Word	07/18/08	L2, Topic 1: Quick Steps: Running the Six-Year Summary Report
Word	07/18/08	L2, Topic 2: Quick Steps: Running the Fund Activity Summary Report
Word	07/18/08	L2, Topic 3: Quick Steps: Running the Executive Agency Budget Request Report
L1, Topic 1: Data Sheets: Viewing Planning Center Budget Statuses
Excel	07/23/08	Model 1
Excel	07/23/08	Model 2
L1, Topic 2: Data Sheets: Reviewing Planning Center Budgets
Excel	07/23/08	Model 1
Excel	07/23/08	Model 2
L1, Topic 3: Data Sheets: Rejecting Planning Center Budgets
Excel	07/23/08	Model 1
Excel	07/23/08	Model 2
L1, Topic 4: Submitting an Approved Planning Center Budget for an Activity
Excel	07/23/08	Model 1
Excel	07/23/08	Model 2
L2, Topic 1: Data Sheets: Running the Six-Year Summary Report
Excel	07/23/08	Model 1
Excel	07/23/08	Model 2
L2, Topic 2: Data Sheets: Running the Fund Activity Summary Report
Excel	07/23/08	Model 1
Excel	07/23/08	Model 2
L2, Topic 3: Data Sheets: Running the Executive Agency Budget Request Report
Excel	07/23/08	Model 1
Excel	07/23/08	Model 2
Summary exercise: Reviewing Agency Budgets
Excel	07/23/08	Model 1
Excel	07/23/08	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	08/27/08	Job Aid: Running the Cognos Executive Agency Budget Request by Program Report
Word	05/05/08	Job Aid: Running the Executive Agency Budget Request Report - Detail for OBM
Word	05/05/08	Job Aid: Running the Executive Agency Budget Request Report - Summary for OBM
Word	05/19/08	Job Aid: Running the Six-Year Legislative Report
Word	05/29/08	Job Aid: Selecting Public Views and Creating Private Views
Word	05/23/08	Job Aid: Using Dimensions and Filters
Word	05/05/08	Job Aid: Viewing Planning Center Targets (Operating A & Operating B)

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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