1. Open the Work > Planning and Budgeting > Fiscal Year module.
2. Click Add . A new record appears.
3. Enter the Fiscal Year. This is required and must be unique.
4. Record the Start Date and End Date of the fiscal year (both required).
5. Enter Estimated Budget and Approved Budget amounts for the agency, if available.
   • Other Budget fields remain inactive. Lucity calculates these values nightly. A user can also run the Recalculate Fiscal Year Totals | Selected Record toolkit to calculate them on-demand.
6. In the Working Days per Month fields, indicate the number of work days the agency will observe during each month.
   • Lucity copies these values to all Department records created for this Fiscal Year.
7. Enter the number of work hours in a typical work day in the Hours/Day field, if desired.
8. Click Save . Lucity calculates the Total Days value.
9. Save and close the record. The new Fiscal Year record appears in the grid.

Method 1: Create a Department in the Fiscal Year module

1. Open the Work > Planning and Budgeting > Fiscal Year module.
2. Expand the Fiscal Year record to which you want to add a Department.
3. Click Add . A new Department record appears with both the Fiscal Year field (required) and the Working Days per Month fields automatically populated with data from the selected Fiscal Year record.
4. Choose the desired Department (required).
5. Specify a Division, Sub-Division, Area and/or Sub-Area if desired.
6. Modify the Working Days per Month fields if this department observes a different amount of days in any particular month.
7. Click Save . The new record appears in both the Departments and Fiscal Year grids in the Planning and Budgeting modules.
   • If you reopen the record, you'll notice that the Department and Fiscal Year values cannot be edited. And, although you can edit the Working Days per Month fields, the change is not carried over to the duplicate Department record the system added to the Departments module.

     Note: The Costs fields are inactive because Lucity populates them using data from related Planning Tasks and Work Order records.

     Note: The Labors Days fields are inactive because Lucity populates them using data from related Planning Tasks records.

Method 2: Create a Department in the Departments module

1. Open the Work > Planning and Budgeting > Departments module.
2. Click Add . A new Department record appears.
3. Select the Department (required).
4. Select a Fiscal Year (required).
   • Lucity automatically populates the Working Days per Month fields using data from the parent Fiscal Year record, if available.
5. Specify a Division, Sub-Division, Area and/or Sub-Area if desired.
6. Modify the Working Days per Month fields if this department observes a different amount of days in any particular month.
7. Click Save . The new record appears in both the Departments and Fiscal Year grids in the Planning and Budgeting modules.
   • If you reopen the record, you'll notice that the Department and Fiscal Year values cannot be edited. And, although you can edit the Working Days per Month fields, the change is not carried over to the duplicate Department record the system added to the Fiscal Year module.

     Note: The Costs fields are inactive because Lucity populates them using data from related Planning Tasks and Work Order records.

     Note: The Labors Days fields are inactive because Lucity populates them using data from related Planning Tasks records.

1. Open the Work > Planning and Budgeting > Fiscal Year module.
2. Select the Fiscal Year record for which you want to recalculate budget totals.
3. Click the Toolkit , then select Recalculate Fiscal Year Totals | Selected Record. A prompt appears asking you to confirm that you want to run the Toolkit for the selected Fiscal Year.
4. Select OK. Lucity updates the values for the following fields on the selected Fiscal Year record:
   • Expended Budget
   • Remaining Budget
   • % of FY Completed
   • % of Budget Used
   • % Over/Under