BUDGET MANAGEMENT IN

THE FINANCIAL EDGE

Presented by: Mike Packard, Senior Consultant, Blackbaud

K-12 Group

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?

GL Business Rules

GL Business Rules

GL Distributions

Consider Importing

Don’t forget your AP Business Rules

Now You’re Ready

Create the Budget(s)

Create Budget(s)

Create and Manipulate Budget(s)

Incorporate Your Budgets in Reporting

QUESTIONS?

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