Some units may need to add a new fund or organization to their budget. For example, a unit may receive allocated Indirect Cost Recovery (ICR) for Administrative Allowance for the first time or a self-supporting unit may generate new funds.

Adding a fund or organization to a Worksheet simply consists of requerying using the fund and/or organization you want to budget:

1. Enter a new Worksheet query that includes the fund or organization you want to budget.
2. Add line items for the account and program as needed.

Funds and organizations must be valid in Banner to be used on a Worksheet. If a Fund or an Organization are not retrieved when you requery, you must have the missing value added to Banner.