A Budget is made of two sets of data: Estimated Revenues and STI Funding.  Both of these data sets will have their own tabs on the Budgets interface. To enter the Budgets interface, the user can navigate to the gear icon on the Utility Bar; after clicking this icon, the user can enter the Budgets interface.

Once the user clicks on Budgets, an interface similar to the image below will appear on the user's screen.

Create New Budget

To create a new Budget in the Budgets interface, the user will select the “Add New Budget” button. All fields in the detail interface will be blank, allowing the user to enter information about the new Budget. Budget Name and Start Year are editable, required fields while the End Year will be disabled and calculated based on a 10-year window. 

Once saved, the new Budget version will appear in the Budget table with a hyperlinked name, allowing the user to navigate to the Budget Detail interface to enter Estimated Revenues and STI Funding information. The user can also view general information about each Budget by clicking on a row. This action displays the associated information about that Budget to the right. The user can view the End Year and linked STIPs/Scenarios here. The user may also edit the Budget Name and Start Year; however, the Start Year will only be editable if there are no linked STIPs/Scenarios. 

Budget Tabs

To access the Budgets tabs, Estimated Revenues and STI Funding, the user can select the desired budget by clicking its "Budget Name." The value in this column will be a link which, when clicked, will place the user on the Budget Detail interface which hosts the Estimated Revenues and STI Funding tabs.

The Budget Detail has a picklist at the top center allowing the user easy navigation between other Budget versions without having to go back to the original Budgets screen. As previously stated, the Budget Detail interface is divided into two tabs on the top right of the table. By default, the Estimated Revenues tab will be selected.

Estimated Revenues

The STIP Unit uses Estimated State and Federal revenues to demonstrate Fiscal Constraint within the STIP. This high-level budget is not tied to specific Fund Sources; instead, it is used as a guide to prevent the overprogramming of future funds. The Estimated Revenues tab allows users to enter both additions and deductions to calculate the Funds Available to Allocate to Categories. The user can enter these values on the table, which hosts the columns listed below. The table will be grouped by State and Federal Revenues.

Column	Description
Revenue (in Millions)	This field includes a unique description of the Revenue source and an associated symbol. Additions will be indicated by the system with a . Deductions will be indicated by the system with a . This column will be automatically populated as new revenue line items are added.
Budget Years 1-10	These columns will represent the revenue amounts for each of the years within the 10-Year STIP window for the budget version. If the Revenue Distribution Type is Static or Percentage, these fields will be automatically calculated and disabled. Otherwise, these will be editable numeric fields. Values can be entered to the dollar; however, the interface will display all values in the Budget module in millions.
5 Year Revenue Total	This field is read-only and automatically calculated by the system using the following formula: Sum(Budget Years 1-5).
10 Year Revenue Total	This field is read-only and automatically calculated by the system using the following formula: Sum(Budget Years 1-10).

There are also some important total rows located on this tab:

Deductions for Transition Funding and Inflation will automatically be added by the system using the following logic:

• Transition Funding will be the sum of programmed values designated with the STI Funded Category = “Transition” for the Fund Type (State or Federal) and Year.
• Inflation will be the Subtotal (State/Federal) * Revenue Inflation Factor for the Year. Revenue Inflation Factors will be stored in Code List Maintenance for Years 1-10. Users will have the ability to override the calculated Inflation value by selecting the checkbox to the left of the value. When selected, the text field will become enabled and allow the user to update the amount.

Bonus Allocation was formerly part of this hard-coded budget section. Now, it is an optional line item that can be added by users in order to include it in the sub-total. If added, it will still appear in the State Revenues section on the Estimated Revenues table.

From this tab, the user can choose to Print the Estimated Revenues or View in Excel by choosing the appropriate link in the bottom right of the interface. The Print option will use the formatted values displayed (in Millions). The View in Excel option will output the full values to the dollar that were entered or calculated.

Add New Line Item

To add a new Revenue Line Item to the table, the user can select the "Add New" link in the bottom left of the interface. This action will open a pop-up window, allowing the user to add a new line.

The table below outlines the purpose of each field on the pop-up:

Field	Description
Revenue Source	These radio buttons allow the user to select whether the Revenue Source is State or Federal, determining which group the line item is displayed in.
Revenue Type	This radio button group allows the user to select whether the Revenue Type is an Addition () or Deduction ().
Line Item Description	This is a text field allowing the user to enter a description for the Revenue Line Item of 60 characters or less.
Display After	This picklist allows the user to identify which line item the new entry should be displayed after in the table. This picklist only includes line items relative to the Revenue Source section selected (State or Federal).
Distribution Type	This picklist allows the user to designate how the values for the line item will be entered. There are three Distribution Types available for a Revenue Line Item: Manual – When this type is selected, the Year values for the line item will be editable in the table for the user to enter values manually. Static – When this type is selected, an additional numeric field is shown for the user to enter the Amount Per Year. Values will be entered in whole dollars but converted to millions for display in the Budget Detail interface. This value will then be used to automatically set the values for the line item across all years, disabling them in the table. The values will be disabled in the table. Percentage – When this type is selected, two additional fields are displayed for the user to enter the Percentage and Line Item to be used for the system to calculate and automatically set the values across all years. The values will be disabled in the table.

Once the information in the pop-up has been filled, the user can select the Save Changes button to solidify the new Revenue Line Item. This will close the window and refresh the Estimated Revenues tab, so the new entry will be available.

Modify Line Item

The user can also modify a line item on this interface. To edit information associated with a line item, the user can click its description link in the "Revenues (in Millions)" column. Then, a pop-up will become available for the user to make edits. The modify pop-up will be similar to the "Add New" interface, allowing the user to edit the associated information or delete the line item. The Delete function will be disabled for any line item being referenced by another line item for Percentage Distribution types.

STI Funding

The STI Funding tab allows users to manage the budgets as defined by the Strategic Transportation Investments law which establishes the funding thresholds for Statewide, Regional, and Division categories. These values are used in all 5/10 Year Analysis, and they demonstrate Fiscal Constraint. Values can be entered to the dollar; however, the interface will display all values in millions. The user can enter these values on the table, which hosts the columns listed below. The table is grouped and sorted by STI Categories for Statewide, Regional, and Divisions.

There are also some important static rows located at the base of this tab:

From this tab the user can choose to Print the STI Funding or View in Excel by choosing the appropriate link in the bottom right of the interface. The Print option will use the formatted values displayed (in Millions). The View in Excel option will output the full values to the dollar that were entered or calculated.