OperatingBudgetManual2015

Operating Budget Manual – August 2010

C.14 – Form 1 Form 1 is campus detailed budget; that is, the departmental (account) level allocations, by object and fund. There are two parts to the Form 1 Upload process – the Excel template (with macro) and the web-based upload application. The Form 1 Template and Excel Macro The Excel template for the Form 1 has a macro that copies the data from the input area, runs a series of tests and processes on the data and then saves the data as a CSV (comma separated value) file. The template has been enhanced to allow the user to choose the sub-objects. There is no longer a separate template for state and hospital. 1) Open the CSV template file, Form1_Template.xls. (Excel 2007 users, see section Create the Excel File C.14-1 for additional information) a) You may be asked to accept the file and enable macros. Say yes. b) You may receive a message saying that because of security settings you were not able to open the file or enable macros. This means that Excel’s macro security settings need to be adjusted. Please contact your IT department to have them assist you with this. 2) Save the file under a new name. This file will represent your Form 1 file. 3) Enter the sub-objects you want to use in row 7 – starting in column J (the green highlighted area). a) The first two sub-objects should remain 0000 and 0400. Please do not change these codes. b) You can use as few sub-objects as you need, as long as you provide proper levels of allocation in all segregations. c) You can use up to seventy (70) sub-objects. Use the green area - do not enter data in the grey area. d) If you cut and paste the sub-objects from somewhere else (i.e. the old template) be sure to paste the data as values. The green area is formatted as text and if you paste numbers into the cells the formulas will not work. e) Sub-objects must be valid, active sub-objects. If in doubt look up the sub-object in Legacy (OBJI) and confirm that it has a valid OSC Seg Code.

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