The add new action can be performed on the Fiscal Constraints and Program Targets tabs on the Budget interface. To get to the Budgets interface, the user must locate the Utility Bar, click on the System Administration icon (), then click on Budgets.
Add New Funding
Users with the Budget Fiscal Constraint Tab permission can add new funding to the Fiscal Constraints tab by selecting the "Add New" link in the bottom left of the window. The user can then fill out these fields in the pop-up:
| Field | Used To... |
| Funding Abbreviation Textbox | Enter a unique, short abbreviation of the funding (15 characters or less); required. |
| Funding Type Dropdown | Designate whether the funding is Federal, Other Federal, State, etc.; required. |
| Start Year Textbox | Designate the first year that the STIP will use the new entry. |
| End Year Textbox | Designate the last year that the STIP will use the new entry.; an entry here makes the funding obsolete for the selected year forward. |
| Funding Description Textbox | Enter a description of the funding (75 characters or less). |
| Include in Chart Checkbox | Designate whether the Total Available Funds for the selected Funding Category is included in the Pie Chart produced when clicking the "View Pie Chart" button. |
| Display After Dropdown | Identify which funding the new entry should be displayed after in the table. This picklist includes funding records relative to the section of the table it belongs. |
Once these fields have been filled, the user can select the "Save" button to save the new funding. This will close the window and refresh the Fiscal Constraint tab to include the new entry.
Add New Program Targets
Users with the Budget Program Targets Tab permission may add new programs to the Program Targets tab by selecting the "Add New" link in the bottom left of the window. The user can then fill out these fields in the pop-up:
| Field | Used To... |
| Start Year Textbox | Designate the first year that the STIP will use the new entry. |
| End Year Textbox | Designate the last year that the STIP will use the new entry; an entry here makes the program obsolete for the selected year forward. |
| Project Purpose Dropdown | Relate the program to a Project Purpose. |
| Abbreviation Textbox | Enter an abbreviation for the program (5 characters or less). |
| Program Textbox | Enter a unique program name (50 characters or less). |
| Display After Dropdown | Identify which program the new entry should be displayed after in the table. This picklist includes programs relative to the Project Purpose it is related to. |
| Fund Eligibility Lists | Restrict the Funding Categories that will be available on the Project Funding table for the selected program. The Available Funds list shows the list of available Funding Categories that are not yet associated to the program. The Eligible Funds list shows the list of Funding Categories currently assigned to the program. The user can select a Funding Category from either side and select the applicable "Add" or "Remove" button to change its status. |
Once these fields have been filled, the user can select the "Save" button to save the new program. This will close the window and refresh the Program Targets tab to include the new entry.
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