Budget Projections Step-by-Step Guide

Budget Projections Guide

This document provides step-by-step guidance for projecting budgets via the Budget tab in Duke@Work. 

Review the entire document or use the links below to reference specific sections. 

Contents

1. Overview of Projections
2. Accessing Projections in the Budget Tool
3. Fall and Spring Projections
   • Loading Data
     • Projections by Package
     • Projections by BFR
   • Reviewing Columns of Loaded Data
   • Using Additional Filters
     • Fund Group Filter
     • Fund Filter
     • Commitment Item Filter
   • Entering Projections
     • Inflate
     • Enter or Adjust Projections
     • Create a New Line
     • Use Units and Rates to Enter a Projection
     • Change Transfers / Offsets
   • Saving and Exiting Projections
4. Uploading Projections
   • Accessing the Projection Upload in the Budget Tool
   • Using a Template to Enter Budget Data
   • Uploading
5. Projection Reports
   • Accessing Projection Reports
   • General Steps – Business Warehouse (BW) Based Reports
   • BW Based Report Tips and Tricks
     • YE10 Year End Fall Spring Proj. Board Reporting with Other Funds
   • General Steps – Reports with Comments (Crystal)
   • Reports with Comments Tips and Tricks
     • YE3 Summary by Fund and Commitment Item with Comments – Spring or Fall

Budget Training - Projections