BUDGETING 101S G A P R E S E N T S

A STEP-BY-STEP GUIDE

BUDGETING ON ORGSYNC

ENTER YOURORGANIZATION'S PORTALAND ACCESS THETREASURY

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STEP 1

CLICK "NEW BUDGET"

STEP 3

CLICK "MANAGE BUDGETS"

STEP 2

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COMPLETE THE POP UPFORM

SELECT A CATEGORY ANDNAME YOUR EVENT;BUDGET ITEM IS AN EVENT

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TYPE YOUR CLUB NAMEFOR "BUDGET NAME"SELECT YOUR DIVISIONFOR "BUDGET PERIOD"

STEP 4

STEP 5

STEP 6

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STEP 7SELECT A LINE ITEMCATEGORY AND DETAILEXPENSES BY LINE ITEM

STEP 8PROVIDE DESCRIPTION OFLINE ITEM AND INCLUDE #OF UNITS IN PARENTHESES

STEP 9TOTAL COST PER LINE ITEM(UNIT PRICE x # UNITS)

STEP 10INCLUDE A BRIEFDESCRIPTION OF EVENT

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STEP 11UPLOAD DOCUMENTATIONTO CONFIRM LINE ITEMPRICES

STEP 12BUDGETS WILL BEREVIEWED AND YOU WILLBE NOTIFIED IF THEY AREAPPROVED

PLEASE NOTE:BUDGET ITEMS ARE EVENTS. ADD ALL OF YOUR 2016-2017EVENTS TO ONE BUDGETREQUEST. DO NOT SUBMIT A REQUESTFOR EACH EVENT!

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