Toolkit

The Work > Planning and Budgeting > Fiscal Year grid contains the following Toolkits:

Recalculate Fiscal Year Totals | Selected Record

Directs Lucity to update the following budget-related fields on the selected Fiscal Year record on demand:

Open the Work > Planning and Budgeting > Fiscal Year module.
Select the Fiscal Year record for which you want to recalculate budget totals.
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.
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

Replicate Fiscal Year | Selected Record

Streamlines the process of creating records for a new fiscal year by duplicating child records from a previous Fiscal Year under an existing, new Fiscal Year. Specifically, Lucity duplicates:

Open the Work > Planning and Budgeting > Fiscal Year module.
Select the new Fiscal Year record to which you want to copy another year's information.
Click the Toolkit , then select Replicate Fiscal Year | Selected Record. The following pop up appears, asking you to confirm that you want to copy data to this record:
Click OK. A pop-up similar to the following appears with a list of Fiscal Year records available to copy:
Select the Fiscal Year whose information you want copied to the new Fiscal Year record.
Click Select. Lucity replicates the following child records under the new Fiscal Year record:
- Department records,
- Department > Availability records,
- Planned Task records, and
- Planned Task > Resource records.