How to do Budget
The information below refers to the latest version.
pcFinancials r1.3 & r1.2
pcFinancials r1.1
pcFinancials r1.0
pcFinancials r1.3 & r1.2
pcFinancials r1.1
pcFinancials r1.0
Log in pcFinancials
- Open Excel.
- Select Canvas Planner in the ribbon.
- Click the Logon button at the left of the ribbon.
- Provide your network credentials → OK.
- Select your application from the Open Application window → OK.
Submit a Budget or Forecast for Approval
- Log in pcFinancials
- Select Budget Tasks → Enter Budget (A list of budget items linked to this account displays)
- Select a report → Open
- Adjust the figures inside the report
- Click Send and wait for the triangle sign to disappear (Data is sending to the server.)
- Click Refresh button
- To the “Refresh Input Schedule Also?” message, click on Yes
- Click Submission
- Click the Submit to arrow
- To the “Do you want to send an email?” message, answer No
- Verify that the version has been submitted (The yellow cells should turn white and be locked for input.)
- Click Close button (The input schedule status changes to Submitted)
Approve or Reject a Submitted Budget/Forecast Proposal
- Log in pcFinancials
- Select Budget Tasks → Enter Budget
- Select the report you need to approve or reject → Open
- Apply your judgement to the figures then click Submission
- Click on the green Approved arrow to approve
- Or click on the red Rejected arrow to reject
- To the “Do you want to send an email?” message, click No
- Click Close (The budget input schedule is under Status – Approved/Rejected)
- The rejected input schedule is available for input
- The approved input schedule is no longer available for input