Budget Management in the Financial Edge

1. BUDGET MANAGEMENT IN
THE FINANCIAL EDGE
Presented by: Mike Packard, Senior Consultant, Blackbaud
K-12 Group

3. How do you need or want to
Budget?
• Do you budget by account?
• Do you need budget by account segment?
• Do you budget by project? If so, do you have
Project Types that can be budgeted in total?
• Do you have accounts or projects that need
specific periodic distributions?
• Do you have budget managers?

4. GL Business Rules

5. GL Business Rules

6. GL Distributions

7. Consider Importing

8. Don’t forget your AP Business Rules

9. Now You’re Ready

10. Create the Budget(s)

11. Create Budget(s)

12. Create and Manipulate Budget(s)

13. Incorporate Your Budgets in Reporting

14. QUESTIONS?

15. #BBK12UC
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