Budget Period Settings

Setting 

Description 

Setup Tab 

Unique External ID 

Enter an id for this budget.  

Language 

Select the language for this budget period. Text you enter related to this budget appears when a member selects that language in your program. 

Name 

Enter the internal name for this budget period that appears on the Budget Manager sub-module. 

Disabled? 

Select this option to disable this budget period. You can deselect this option to make the budget period active again. 

Period Start to End 

Select the start and end date for this budget period.  

Please keep in mind: 

• Two budget periods cannot overlap. This means, if you have one budget period that ends on December 31st, your next budget period cannot begin until January 1st.  

• The period start date must be in the future (at least one day after today’s date).  

Total Period Budget 

Enter the dollar amount you want members to be able to use during this budget period. The equivalent number of points is automatically populated in this field.  

Module Tab 

Transactions 

The type of transaction in the budget. You can select Peer Award in this column to set more budget details for peer awards in this budget period.  

For more information, see Peer Award Budget Settings. 

Tracked 

Select this option to track this type of transaction in the program’s budget. 

Module Cap 

Enter the portion of the budget you want to allocate to this transaction type during the budget period. 

Available Cap 

Shows the remaining amount of budget allocated left for this transaction type. 

Allow Overdraft 

Allows you to go over the module the cap. 

This option is only available if the Tracked option is enabled. 

Rollover Tab 

Unallocated Budget 

Select this option to move any unallocated Program Level Budget in this Budget Period to the Total Program Level Budget for the next Budget Period. 

Member Nominator Budget 

Select this option to move any member’s unallocated nominator budget to their nominator budget for the next budget period. 

The member’s enabled/disabled status also rolls over to the next budget period.   

Setting 

Description 

Setup Tab 

Unique External ID 

Enter an id for this budget.  

Language 

Select the language for this budget period. Text you enter related to this budget appears when a member selects that language in your program. 

Name 

Enter the internal name for this budget period that appears on the Budget Manager sub-module. 

Disabled? 

Select this option to disable this budget period. You can deselect this option to make the budget period active again. 

Period Start to End 

Select the start and end date for this budget period.  

Please keep in mind: 

• Two budget periods cannot overlap. This means, if you have one budget period that ends on December 31st, your next budget period cannot begin until January 1st.  

• The period start date must be in the future (at least one day after today’s date).  

Total Period Budget 

Enter the dollar amount you want members to be able to use during this budget period. The equivalent number of points is automatically populated in this field.  

Budget View Role 

Select which role type can see their node’s budget in their member program. 

Module Tab 

Transactions 

Lists the type of transactions in the budget. 

Tracked 

Select this option to track this type of transaction in the program’s budget. 

Module Cap 

Enter the portion of the budget you want to allocate to this transaction type during the budget period. 

Available Cap 

Shows the remaining amount of budget allocated left for this transaction type. 

Allow Overdraft 

Allows you to go over the module the cap. 

This option is only available if the Tracked option is enabled. 

Individual Hierarchy Nodes 

Organizational Group 

List all the org nodes you can set a budget for.  

To set a budget:  

1. Select the Add option next to a node. 
2. Enter the dollar value of the budget you want to give that member control over. 
3. Select Adjust Budget.
4. Select Enable budget for this member, then select Save. Designated members in the hierarchy can now send as many points as you attributed to them in peer awards during the budget period. 

Rollover Tab 

Unallocated Budget 

Select this option to move any unallocated Program Level Budget in this Budget Period to the Total Program Level Budget for the next Budget Period. 

Individual Hierarchy Nodes 

Select this option to move any unallocated funds for a hierarchy node in this budget period over to the next budget period. 

Member Nominator Budget 

Select this option to move any member’s unallocated nominator budget to their nominator budget for the next budget period. 

The member’s enabled/disabled status also rolls over to the next budget period.   

Setting 

Description 

Setup Tab 

Unique External ID 

Enter an id for this budget.  

Language 

Select the language for this budget period. Text you enter related to this budget appears when a member selects that language in your program. 

Name 

Enter the internal name for this budget period that appears on the Budget Manager sub-module. 

Disabled? 

Select this option to disable this budget period. You can deselect this option to make the budget period active again. 

Period Start to End 

Select the start and end date for this budget period.  

Please keep in mind: 

• Two budget periods cannot overlap. This means, if you have one budget period that ends on December 31st, your next budget period cannot begin until January 1st.  

• The period start date must be in the future (at least one day after today’s date).  

Total Period Budget 

Enter the dollar amount you want members to be able to use during this budget period. The equivalent number of points is automatically populated in this field.  

Budget View Role 

Select which role type can see their node’s budget in their member program. 

Module Tab 

Transactions 

Lists the type of transactions in the budget. 

Tracked 

Select this option to track this type of transaction in the program’s budget. 

Module Cap 

Enter the portion of the budget you want to allocate to this transaction type during the budget period. 

Available Cap 

Shows the remaining amount of budget allocated left for this transaction type. 

Allow Overdraft 

Allows you to go over the module the cap. 

This option is only available if the Tracked option is enabled. 

Multiple Hierarchy Nodes 

Title 

See the name of this hierarchy group. You can select the name of the group to adjust the budget:  

1. Select a group name. 
2. Enter the dollar value of the budget you want to give that member control over. 
3. Select Adjust Budget.
4. Select Enable budget for this member, then select Save. Designated members in the hierarchy group can now send as many points as you attributed to them in peer awards during the budget period. 

Description 

See a description of this hierarchy group. 

Current Budget  

See the total budget for this budget period. 

Current Balance 

See the amount of the budget left for this budget period. 

Actions 

Select Delete to delete the budget for this hierarchy group. 

Add group 

Select this option to add a new hierarchy group and give them a budget:  

1. Select the hierarchy nodes you want in this group.
2. Enter the dollar value of the budget you want to give that member control over. 
3. Select Adjust Budget.
4. Select Enable budget for this member, then select Save. Designated members in the hierarchy group can now send as many points as you attributed to them in peer awards during the budget period. 

Rollover 

Unallocated Budget 

Select this option to move any unallocated Program Level Budget in this Budget Period to the Total Program Level Budget for the next Budget Period. 

Multiple Hierarchy Nodes 

Select this option to move any unallocated funds for a hierarchy group in this budget period over to the next budget period. 

Member Nominator Budget

Select this option to move any member’s unallocated nominator budget to their nominator budget for the next budget period. 

The member’s enabled/disabled status also rolls over to the next budget period.