August 2025 Release Notes
Enhancements
We have released several new enhancements in August.
The Budget Book is available in Budget Suite!
The long-awaited Budget Book feature is officially available in Budget Suite! This is a major milestone—and one that customers have been asking for. Our Budget Book builder provides a GFOA/ASBO-aligned, customizable template that auto-populates with a district's data from the Budget Suite, saving time and energy for CFOs and finance directors.
Assumptions in Allocate
We have enhanced the Allocate system by introducing a mechanism for managing assumptions that can be applied across multiple budget-based rules. This will allow for consistent application of common values, such as inflation rates, across various rules.
New Summary Overview Page:
We have introduced an enhanced summary overview page in Budget. You will now be able to take action on budget proposals that need your attention with our enhanced proposal widgets and review high-level budget planning across district priorities.
Additional References
Reference | Summary | Description |
ALLOVUE-1592 | Staffing Data- Future Imports | We have added the option in Budget to select the date that you would like the Scenario Staffing Import to occur. This will be especially useful to districts looking to schedule a future import or a date before their FY rollover. |
ALLOVUE-2699 | Gains & Losses Allocation included on Budget Overview page | We have updated our Budget Overview page widgets to reference any Gains & Losses policies configured for that Scenario in Allocate. This will allow users to more accurately represent allocated dollar totals in Budget. |
ALLOVUE-2608, ALLOVUE-2606 | Future Compensation Budget Proposals- Employee Pay, Benefits, and Vacancy Pays | After a future compensation proposal is created, users will be able to review existing Employee Pay records within the proposal. Each record includes a status column and exisiting records will have the status of 'unchanged”. Users will also be able to review all other future compensation expense types (Employee Benefits, Vacancy Pays, Vacancy Benefits) inside of this new proposal, and each expense should be marked as unchanged. |
ALLOVUE-2587 | Planned Expense Export Update | Based on your feedback, we have updated the FTE and percentage columns in the All Expenses and Personnel Expenses exports generated on the Reports page in Budget to differentiate between FTE and Expense FTE. The existing FTE column will show, for each salary line associated with a Personnel Expense, the FTE of the position itself. The existing Percentage and new Expense FTE columns will show, for each salary line, the expense percentage and FTE. |
ALLOVUE-2468 | Added a progress bar when users are trying to submit a proposal that includes a counter. Users will receive a successful message once the proposal is submitted. . | We have implemented a progress bar for proposal submissions that includes a counter. Users will receive a successful message once the proposal is submitted. |
ALLOVUE-2464 | Priority and Strategy summary widget | We have updated the Priority and Strategy summary widget to accurately reflect expense updates that are financial in nature to give users a more accurate representation of new or updated priority-tagged expenses. |
ALLOVUE-971 | Allocation selection from Allocate>Formulas>Baseline Rules | Previously, users selected the allocation for Baseline Adjustments at the formula level. There is no longer a need to have an allocation linked to individual baseline rules. When creating or editing a baseline rule, the option to select an Allocation is now hidden. By default, we still show the Allocation and allow you to select. |