Creating a Budget Online


Concept


Steps:

  1. Begin by navigating to the Create Student Budget page.

     

    Click the Financial Aid link.

    Step 1
  2. Click the Create Student Budget link.

    Step 2
  3. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "FA0603"
    .

    Step 3
  4. Click in the Aid Year field.

    Step 4
  5. Enter the desired information into the Aid Year field. Enter

     a valid value
     e.g.
     "2007"
    .

    Step 5
  6. Click the Search button.

    Step 6
  7. At the beginning of the processing year, use the Create Student Budget page to create budgets detailing the cost of attendance (COA) for each term a student is enrolled.

    Step 7
  8. For the Term field, you can only select terms created for that student for the displayed aid year.

     

    Click in the Term field.

    Step 8
  9. Enter the desired information into the Term field. Enter

     a valid value
     e.g.
     "0580"
    .

    Step 9
  10. Click the Add Row button.

    Step 10
  11. Click in the Term field.

    Step 11
  12. Enter the desired information into the Term field. Enter

     a valid value
     e.g.
     "0570"
    .

    Step 12
  13. After you select the terms to build a budget and then click the Build Budget button, the process performs the same activities as the batch Student Budget Assignment process.

     

    The process selects budget categories, uses budget formulas to determine budget items and amounts, uses trees and tuition calculation to determine budget items and amounts, and calculates the annual Pell budget based on the student's FA Load value.

    Step 13
  14. The Budget Term Summary group box displays the term, career, and budget group used (if any) to build the student's budget for each term selected in the Budget Terms To Be Built group box.

     

    Use the vertical scrollbar to view additional terms. If you have not clicked the Build Budget button, the summary group box does not display any information.

    Step 14
  15. Click the Build Budget button.

    Step 15
  16. After you determine that the displayed budget information is correct, click the Move Budget button, which is not available until you click the Build Budget button.

     

    Click the Move Budget button.

    Step 16
  17. Click the Detail link.

    Step 17
  18. Use Create Student Budget Detail page to view a student's budget information and details of the budget items.

    Step 18
  19. Click the OK button.

    Step 19

You have successfully created a budget for a student.

Table of Contents  Start Topic