Online form documentation is available by clicking the [?] icon on the menu bar while a form is open.

 

The Form’s or Report’s documentation is presented to the User.

The User can branch to the content of all the documentation.

 

Main Online Help Contents  

 

Topics:

Introduction

 

Getting Started

 

Sample Session  

 

System Requirements

 

readme.txt

 

Installation Instructions

 

Keeping your Application Healthy - Maintenance

 

Forms/Screens:

            Login:

            User Logon (user security login)

Adding/Changing Users

 

            Adding Centers and Codes:

Adding new Cost Centers

Add Modification Items

Code Lookups - System Officer Code Table Maintenance

 

Budget Transactions:

Present User Batches/Submission/Playground data

User Submissions/Batches or Playground Budget Data

Adding Budget transaction/data (complete data format)   

Adding Budget Data by the QUICK Method 

Distributing a Budget amount to various centers

Submit to Non-Production Submission to Production

 

 

Viewing Cost Center Budget:

Cost Centers View (edit/modify budget)

 

 

Searching records:

Cost Centers Query Searching 

Select Cost Center Via Organization Tree

Selecting Cost Centers (authorized for you to alter)

Selecting Cost Centers Via Functions

Selecting Cost Centers Via Levels

Selecting Cost Centers Via Modification Codes Active

Selecting Cost Centers Via Modification Codes

Selecting Cost Centers Via Modification Items

Selecting Cost Centers Via Organization

Selecting Cost Centers Via Programs

Selecting Cost Centers Via Projects

Selecting Year Company Session Setting

 

Export/Import:

Spreadsheet Import Export Help

How to Export to the WEB or distributing Reports

 

Code Maintenance:

Code Lookups - System Officer Code Table Maintenance

 

 

What-If:

What-IF

 

 

Task Management:

Tasks for Current User

Tasks NOT Done, assigned to other subordinates by you

How to Co-ordinate Tasks and Team Submissions/Scenarios

 

 

Budgeting into Next Year [Tools]:

Utility - Copy Year Company Tables

Utility - Move Cost Center to new year and phase

 

 

Reports:

            Explanation of Changes - Organizational View of Budget Details

            Budget Details By Program - breakdown with Modifications

            Printed Estimates By Program - no Modifications breakdown

            Budget Details By Project

Budget Details By Function

            Explanation of Changes By ORG Crosstab

            Explanation of Changes By Program Crosstab

            Explanation of Changes By Project Crosstab

            Explanation of Changes By Function Crosstab

            Report - Estimates Modifications

Report - Modification Types Listing 

Report - Program_Activity Listing 

Report - Standard Sub-Account Listing

Report - Transfer Payment Accounts Listing

Report - Transfer Payment Sums

 

 

 

Document Handling:

            Documents

Tools:

            User Setting Maint

Security Manager

Archive Production

Create Cost Center Parents Table

Utility - Copy Year Company Table

User Logon (logon as a different user)

Utility - Move Cost Center to new year and phase

 

Application:

System Architecture

Database Diagrams

Tables

Fields - Table

Tables - Fields 

 

Appendix:

 

            System Requirements