Reach the Adjust Budget Amount page from the View Training Account or View Support Account page by selecting Adjust Budget Amount from the Other Actions dropdown list and clicking Go. This will open the Adjust Budget Amount page. You must select or add an account to reach the View Training Account or View Support Account pages.
Hint: Adjusting budgets requires mid-level security access. If Adjust Budget Amount does not appear in the Other Actions dropdown list, you do not have permission to perform this action. See your Gazelle administrator for assistance.
The Adjust Budget Amount page allows qualified users to increase or decrease the budget for training and support accounts. It contains three sections: Account Summary, Adjust Budget Amount, and Adjustment Scenarios.
The Account Summary section contains the following fields, which are display only and cannot be changed from this page:
Participant Name: The participant's name is a link. If you click on it the View Participant page will be displayed.
Participant SSN: The participant's social security number.
Account ID: This randomly assigned number is a unique identifier used in the accounting system to reference this account. Clicking on the Account Id will cancel the budget adjustment and open the View Account page.
Account Kind: Training or support.
Account Status: Open, closed, or on hold.
Case Manager: The name of the case manager assigned to this account.
CM Onestop/Unit: A location identifier for where the case manager works.
Budget: Total amount of money budgeted for this account.
Budget Adjustment: A budget can be adjusted (up or down) multiple times. This number reflects the net adjustment for this account.
Current Encumbrances: The amount of money for which vouchers have been generated, whether or not they have been paid.
Current Expenses: Invoices and checks already paid against this account.
Available Budget: Amount of money in the account budget not yet encumbered or paid.
Last Allocation Date: This field will only appear if you are working with a support account. It shows the last date your account received an allocation of funds. Most accounts are reallocated annually.
Next Allocation Date: This field will only appear if you are working with a support account. It shows the next time your account will receive an allocation of funds. Most accounts are reallocated annually.
The Adjust Budget Amount section contains the only two required fields on the page:
Reason: Enter a Reason for the budget adjustment. This is a text field and you must enter something, though there is no format for how the reason must be entered.
Adjustment Amount: The dollar amount by which you wish to increase or decrease the budget. If you know the adjustment amount, enter it. You must enter this information in order to save your work and perform the adjustment. If you still need to calculate this amount proceed to the Adjustment Scenarios section below.
The Adjustment Scenarios section is provided for the case manager's convenience. It is designed to allow you to see the affects of changing different elements of the budget. In other words, this section will perform the mathematical calculations for you. It includes the following fields:
New Adjustment: Enter the new adjustment and click Recalculate. The New Budget and New Available Amount (Amt.) fields will then reflect the financial impact of the adjustment you are considering.
New Budget: If you prefer to work from the new budget, enter a new budget and click Recalculate. The New Adjustment and New Available Amount (Amt.) fields will then reflect the financial impact of the adjustment you are considering.
New Available Amount (Amt.): If you prefer to work from the new available amount, enter a new available amount and click the Recalculate button. The New Adjustment and New Budget fields will then reflect the financial impact of the adjustment you are considering.
Hint: When you click Recalculate, the Adjustment Amount field in the Adjust Budget Amount section fills in the results of the last adjustment scenario calculated.
This page also contains buttons, located both at the top and bottom of the page, that allow you to Save or Cancel your work.