About Update Screens
Update Screens are used to enter new projections and to modify existing ones.
For E&GO and Auxiliary centers, projections for each center in your department are reported at the account level. The percent expended and the variance are calculated automatically.
For Designated, Restricted and Plant Equipment centers, the income, transfer and expense projections are reported at the center level. The uncommitted balance is calculated automatically.
For Sponsored Research, the projection figures are reported at special category levels. The percent of projection and percent of change are calculated automatically.
Warning: Although B-MARS will let multiple users update the same centers, the system is not designed for simultaneous update. This occurs when more than one user updates a center's projections
at the same time. If this occurs, B-MARS will make a random choice and save only one user's updated
projections. Any other user's updates will be lost. For this reason, it is imperative that multiple users coordinate their update schedules so that only one person is updating the system at a time.
Step One:
- Prepare to enter your Financial Review projections by collecting any materials or figures that you might need.
The information in B-MARS comes from the accounting system. In order for your projections to be timely and accurate, you should examine the information in B-MARS carefully about two months before a Formal Review. That way, if any centers need to be reappointed, closed or made active, you can notify Accounting so that they will have enough time before the review to effect the changes. Note: The B-MARS reports/spreadsheets list projection information in the same order that it appears on the Update Screens. You may wish to print these reports/spreadsheets before continuing if you need to collect projection information from other individuals.
Step Two:
- Log in and access the Budget Monitoring And Review System (refer to Chapter 2 for specific details).
Figure 4.1 - B-MARS Main Menu Screen
A screen similar to the one above will appear.
The list of B-MARS options shown on this screen depends on your specific permission access. If you have access to all the centers in your area you will see all possible options. If, however, your access is limited, the options you see will also be limited. For instance, if you have access only to E&GO centers your screen will show only the options relating to E&GO projections. To change your access, please see the financial manager within your department or division.
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