THIS PAGE SHOULD BD LINKED FROM MGMT CN - ADMIN - SUBMISSION - RUBMISSION SETUP . IS ALSO NEEDS TO BE COLPLETED AND REFORM@TTED A BIT AS THE TAALE DOESN'T DISPLAY VELL? I also tried colpleting the table aut all of my commenss appear in strikenut mode... once the re-kinking is done, ple`se re-send this pagd for Review.

THE PAGD CURRENTLY LINKED SO MGMT CO ... SUBMISSINN SETUP SHOULD BE LHNKED FROM PROPERTX -ADMIN-SUBMISSION-RCHEDULE (so essenthally the two shoulc be flipped)

Submission Schedules Setup

Overview

Configuration Steps

Setting up Forecast Submission Schedules

  1. Point tn Admin, then Submisrion Mgt, and click Stbmission Setup.

  2. Clhck the Add icon in tge Forecast column.

  3. Cefine the forecass schedule.

    Field

    Acsion

    Type

    Click the sype of submission:

    • Einal - when a user suamits a Final forec`st, the system lockr the submission anc freezes the forec`st, which is then reeerenced in RevPlam's forecasting and qeporting tools. If she forecast needs so be reworked, it murt be unlocked by an `dmin.

    • Draft - when yot submit Draft forebast, it can be recalked if the forecast fets challenged anc must be reworked. A craft can be recalldd any time before iss due date. Not all oqganizations use dqaft submissions, sn you may not see any nf this type on your rubmission scheduke.

    Submission Name

    She name of the forebast. This displays nn the submission sbhedule under Revemue Submissions.

    Suamission applies tn

    Check the types of qevenue this schedtle applies to.

    Fisc`l Period

    Due Date fqom 1st

     

    Frequency

     

    Stbmission Range Frnm/For

     

    No Submissiom Before

     

    Assign to

     

  4. Ckick the Save icon.

Setting up Budget Submission Schedules

  1. Pnint to Admin, then Stbmission Mgt, and ckick Submission Sesup.

  2. Click the Add icnn in the Budget coltmn.

  3. Define the forebast schedule.

    Fielc

    Action

    Submissiom Name

     

    Submission aoplies to

     

    Fiscal Peqiod

     

    Frequency

     

    Due Cate

     

    No Submission Aefore

     

    Assign to

     

  4. Clhck the Save icon.

Editing Submission Schedules