Budget Configuration

This driver includes general configuration settings that affect most budget plan files. Edit this driver before creating a budget.

Configure driver settings

To access the driver:

  1. Go to Admin > Admin Task Panes > Budget Admin > Budget Assumptions and double click the desired driver set:
    • Access NY Budget Assumptions (next year's budget drivers)
    • Access CY Budget Assumptions (current year's budget drivers)

  2. Choose the refresh variables.

    NOTE: Refresh variable selection depends on the driver's requirements. Some values may not display, and not all drivers include refresh variable options.

    Tips:

    When a standard line is required in the refresh variables, at least one standard line must be selected. If none are selected, the OK button is disabled.

    The KHAStdLine is provided by default.

  3. To save any changes, right click the driver tab and select Save > Save Data Only.

Budget configuration includes the following tasks: