Establish Budget Line Over Encumbered Amount

Use this procedure to establish a budget line encumbered amount for a specific locality and budget line combination.

Process Steps:

  1. From the Left Navigation menu, select Funds Management, then Budget Line Over Encumbered Amount.

  1. Select the appropriate Locality from the dropdown menu to allocate the Budget Line Over Encumbered Amount.

  2. Click Go.

  3. Click New.

 

Only one budget line over encumbered amount can exist per Fiscal Year (FY), locality, and budget line combination.

 

  1. Enter the Effective Begin Date (required).

  2. Select the Budget Line for the budget line over encumbered amount from the dropdown menu (required).

 

The Locality field is read-only and defaulted to the locality selected in the Budget Line Encumbered Summary page.

The maximum over encumbered amount is controlled by a percentage. For example, if the percentage is set to 10% for TANF, then the over encumbered amount cannot exceed 10% of the TANF budget line’s total allocation.

 

  1. Enter an amount in the Over Encumbered Amount field (required).

  2. Click Save + Continue.

Results of the Procedure:

The budget line over encumbered amount is established for a specific locality and budget line combination.


Updated 05/02/2014