How to perform Revenue/Income Budget in Supplementary Budgeting


In PLANix, revenue/income is classified into two: Tariff Revenue/Income and External Funding Sources Revenue/ Income.

STEPS:


A) Global Maintainance Module : Revenue Budgeting 


1. LOGIN Global Maintainance Module >>  Budget Preparation Folder  >>  Duplicate Prior Year Budgets >> Duplicate Budgets >> Switch the Key ON (must turn GREEN) for both Tariffs and Admin Charges (optional)  >> Click Duplicate Buttons (just next right close by) respectively.

  1. Go to System Welcome Canvas in the Introduction Folder and Click PUSH and FETCH buttons respectively.

3. Go to the respective EDITING or ADJUST matrice(s) and effect changes. Click links below on how to Adjust Tariffs and Admin Charges

How to Edit Tariff(s) in PLANix

How to Edit Administrative Transfers In PLANix

  1. Completely new budget lines must be captured in SUBMIT Matrices. Click links below on how to capture new Tariffs and Admin Charges

How to Add New Tariff(s) in PLANix System

How to Budget for Administrative Transfers in PLANix

  1. Go ahead and view your reports after data duplication and adjustments. Click the link below on how to view reports in PLANix.

How to generate Report(s) in PLANix

  1. After data capture; Go to the System Welcome Canvas in the Introduction Folder and Click PUSH button and SAVE your work.

N:B: For Tariff Revenue/Income, firstly adjust the Tariffs and PUSH (in Global Maintainance Module) and  then FETCH and adjust Units (in the General Budgeting Module)

 

B) General Budgeting Module : Revenue Budgeting 

1. LOGIN General Budgeting Module >> Introduction Folder >> System Welcome Canvas >> Click FETCH

  1. Open Budget Preparation Folder >>  Duplicate Prior Year Budgets >> Duplicate Budgets >> Switch the Key ON (must turn GREEN) for both General Income and External Funding Sources  >> Click Duplicate Buttons (just next right close by) respectively.
  1. Go to the respective EDITING or ADJUST matrice(s) and effect changes. Click link below on how to adjust General Income and External Funding Sources

How to Edit Tariff Income and External Funding Budget(s) in PLANix

  1. Completely new budget lines must be captured in SUBMIT Matrices. Click link below on how to capture new Tariffs and Admin Charges

How to Budget for Tariff Income, External Funding and General Expenditure in PLANix

  1. Go ahead and view your reports after data duplication and adjustments. Click the link below on how to view reports in PLANix.

How to generate Report(s) in PLANix

  1. After data capture; Go to the System Welcome Canvas in the Introduction Folder and Click PUSH button and SAVE your work.


SUPPORTING LINKS:

How to do Supplementary Budget in PLANix – Extended Overall Notes

 


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