All Budgets

In Allovue Balance Budget (1.0) the All Budgets displays all available budgets within an organization.

Create a Budget

In Allovue Balance Budget (1.0), select Budget.
Select Create Budget.
Enter Budget Title (Name).
Determine the Budget Category
1. School
2. Central Office
Select the Permissions.
Select Create Budget.

The User Permissions step may also be completed via upload. The default for new budgets is to provide all users with no access. See User and Permissions for more details.

Upload Budgets

In Allovue Balance Budget (1.0), select Budget.
Select Upload Budgets.
Select Download CSV Template.
Modify your template.
Select Upload Your CSV.

Filter All Budgets

Users can filter the budgets available to them on the All Budgets page. The following fields are available to use as a filter:

Field	Details
Name	Filter by Budget Name.
Category	Filter by Budget Category (Central Office or School).
Status	Filter by Budget status Submitted In Progress Approved Completed
Allocated	Filter by a custom numeric amount. Filters based on the dollars allocated field. Equals Less than or equal to Grater than or equal to Between
Planned	Filter by a custom numeric amount. Filters based on the planned amount field. Equals Less than or equal to Grater than or equal to Between
Remaining	Filter by a custom numeric amount. Filters based on the remaining amount field. Equals Less than or equal to Grater than or equal to Between
Has Access	Filter by User Access & Permissions.

Export Options

In the All Budgets page, you have the ability to export budget data to a CSV. You may export the following reports across all Budgets.

Planned Expenses
Account Budgets
Positions
Priorities/ Strategies

Export All Budgets.

In Allovue Balance Budget (1.0), select Budget.
Select All Budgets.
Select Export.
Choose the data you would like to export.

Export Options

Export	Fields	Format
Planned Expense	Budget Name Budget Category Allocation Name Expense Type Salary or Benefit Account String Allovue Expense ID Position Code Job Type Code Job Type Staff Type Employee Code First Name Last Name Expense FTE Expense Item Quantity Expense Item Unit Price Expense Name Expense Item Description Amount Expense Purpose Position Notes	CSV \| Excel (XLSX)
Account Budgets	Acct Number Class Department GradeSubject Location Project Restriction Amount	CSV \| Excel (XLSX)
Positions	budget position_code job_type job_code first_name last_name employee_code staff_type fte percentage expense_fte salary_account_code budgeted_cost notes	CSV \| Excel (XLSX)
Priorities/ Strategies	Budget Allocation Priority Strategy Strategy Description Expense Type Position Code Job Type Code Job Type Name Position FTE Employee Number First Name Last Name Pay Type Code Pay Type Name Non Personnel Expense Item Description Vendor Code Vendor Name Notes Percentage Account Strategy Percentage Total Amount Strategy Amount	CSV \| Excel (XLSX)