This guide will walk you through opening a new budget year or budget version in Stratex.

Key Concepts

A Budget Version in Stratex represents a specific planning cycle for a budget year.

Only one budget version can be open for a year at a time. A new version can be created only when there is no other open version for that year.

The open budget version is used for entering, submitting, and approving budget information.

Completed budget versions are kept for reference and comparison and cannot be changed.

Instructions

1. Go to the top right corner of the screen and locate the Budget Year field.

2. Click the Budget Year drop-down to view available budget years.

3. Click the blue pencil icon next to the Budget Year field to open the Budget Versions dialog window.

   1. Latest displays the most recent version (open or closed) for each budget year.

   2. Open shows the latest open versions currently being planned and approved. The most recent completed version is considered active and used for budget comparison.

   3. Planned allows drafting portfolio requests for multiple future budget years while limiting submission and approval to a single open version.

   4. Complete displays all closed budget years and versions.

   5. All displays all budget years and versions, both open and closed.

4. Click the Add button to create a new budget year or version.

5. Select the Year you wish to add.

   • The next consecutive Version ID will be automatically assigned by Stratex.

   • (Alternatively) Click the Copy icon next to a completed year to automatically create and open the next version for that year.

6. Click the Save button to confirm your changes.

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