Worksheets

Worksheets are where everyone works on their piece of the budget.   In general, worksheets are created from your account groups, but you have the ability to create custom worksheets without modifying your account groups.  Worksheets are “overlays” to the underlying date.  You have the ability to add or delete accounts at any time.  You can also delete an entire worksheet that was created from an account group or manually created WITHOUT effecting the underlying budget build data. 

Accounts contained in the worksheets created by Account Groups are controlled in the Account Group.  If accounts are added or deleted in the Account Group, it will update the corresponding Worksheet.   

In addition, adding / deleting an account number in a worksheet will NOT affect the account group.

Create your Budget Worksheets

• Go to the Budget >>> Budget Build >>> Worksheets Tab

• Create a worksheet with all accounts that will be included in the NJDOE budget software (use button)

• Create worksheets for all of your Account Groups by clicking the Create button and following the instructions. 

• Add Worksheet button:  if you want to create a worksheet manually, click this button.  You can then name the worksheet, select a budget manager and tie to an account group if desired.  Click Add.

• Once your worksheets are created, they will be listed on your screen.  Click on the Properties button to add the expense accounts to your manually created worksheet

You can either manually check the account(s) that you want added, or, you can use the Account Mask to limit the accounts on your screen to add the accounts.