Budget Plan Files

Need to revisit your in class training? Here you’ll find recordings of the in-class Budget Plan File training provided to new users.

These videos are provided as a reference. They do not replace the in class training required for new Budget Plan File Editors.


01  |  Overview and Launching AggieBudget

AggieBudget subject matter expert Tracy Ligtenberg describes where AggieBudget gets its data, how AggieBudget can be launched, and some of the terms used when working with Budget Plan Files.

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02  |  Budget Plan Files

In this video, you’ll learn how to open budget plan files and how to use object codes.

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03  |  Planning Sheet

In this video, you’ll learn:

  • what the Planning Sheet is and how it is pre-populated
  • how account blocks are organized and how to select them
  • what to review and consider for each account block
  • what actions are available when using Budget Plan Files
  • how to adjust sources from the Starting Point
  • how to use Calc Method to adjust editable fields
  • how to add Budget Groups
  • how to update the annual planned outcome for a Budget Group
  • how to update the annual planned amount in total
  • how to add detail lines

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04  |  Commitments Sheet

In this video, you’ll learn:

  • what columns are available in a commitments sheet
  • how to add a commitment
  • how to delete a commitment

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05  |  Professional School Revenue

In this video, you’ll learn how to edit a Professional School Revenue Sheet.

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06  |  Resources and Guides

In this video, you’ll learn what AggieBudget resources and guides are available to users.


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