Configuring application security is the process of setting each user’s access to the Budget Development application and defining the funds and organizations each user can query or update.

The Central Budget Office maintains the security configurations.

Extracting budget data is the process in which each campus’ Budget Office participates in selecting and refining the data to be used in Budget Development.

First, the present year's adopted (original) budget and permanent (recurring) adjustments are copied from the operating ledger to the Budget Line table. Each entry is associated with a chart, budget ID and budget phase to define the “budget file” or workspace for each chart.

Next, only the pertinent funds are retained, namely:
· State
· Institutional
· Self-supporting (auxiliary)
· Medical Service Plans (at UIC only)

Finally, every chart’s budget phase is complete, the data set is ready for budget entry.

Entering budgets is the core task for Budget Development and the focus of this course. To facilitate an orderly entry-approval process for all charts, users with higher-level organization access lock and unlock their organizations in a logical sequence.

When an organization is unlocked, the appropriate users calculate entries and post new and changed entries to its budget. Throughout budget development, users may enter queries to see their data from an organizational or line item detail perspective.

Rolling the budget is the act of copying the completed budget entries from the budget line table to the operating ledger.

This roll process is actually a sequence of computerized batch transactions that the Central Budget Office runs behind the scenes. The budget is finished when each adopted budget amount is “transformed” into a budget journal voucher that is posted in Banner.