LEGISLATIVE BUDGET BOARD. State Budget by Program

Transcription

1 State Budget by Program User Manual STAFF JANUARY 2018

2 Contents Document Conventions... 2 Introduction... 3 Help... 3 Additional Information... 3 Generating Reports... 4 Optional Filters... 6 Program Comparison Report Across Sessions... 9 Printing Reports...10 Downloading Raw Data...12

3 Document Conventions This document uses the following symbolic conventions: Caution: This symbol warns you of the possible loss of data. Important: This symbol indicates information you need to know. Tip: This symbol indicates information that may be useful. PPM:

4 Introduction The State Budget by Program (SBP) application provides the statutorily-required program information for the introduced versions of the budget bills and the final General Appropriations Act (GAA) as published by the Legislative Budget Board. Specifically Section of Senate Bill 1, Eight-second Legislature, First Called Session, requires that program detail include the specific programs funded, the source of funding and the related legal authority. The amounts shown in SBP for all agency programs total to amounts shown in the respective bill versions and Legislative Budget Estimates (LBEs) for each agency and institution of higher education. Help You can view this manual online by clicking Using the System, as shown below. Additional Information Additional information displays at the top of the screen, as shown below. Click on the down arrow to the left of an item or click the hyperlink at the top of the screen to access the information. For more information, see the resource table on the next page. PPM:

5 RESOURCES RELATING TO THE STATE BUDGET BY PROGRAM (SBP) APPLICATION Statutory Requirement Overview of the State Budget by Program Application Programs in the Hierarchy of State Budget Elements Process for Generating Reports and Downloads/Using the System Glossary of SBP Terms Overview of legislative directive requiring posting of detailed program information on the LBB website. Important information regarding data in the SBP application. The relationship of programs within the hierarchy of the state budget structure. Respectively, a quick reference and separate step-by-step instructions, for obtaining SBP data primarily through the use of reports and downloads. Terms used in or related to SBP. Program Category Descriptions Methods of Finance Identifies and defines the 17 categories by which similar programs are grouped. A listing of the current funding sources in the state budget. Appropriations Bills and LBEs GAA Development Process A link to current appropriation bills and Legislative Budget Estimates. A depiction of the development of the General Appropriations Act, from receipt of an agency s Legislative Appropriations Request (LAR) to the Comptroller s certification. Generating Reports 1. To generate a report, select the appropriate Session and Bill from the dropdown boxes. 2. Review the report options listed in the table below. PPM:

6 REPORT OPTIONS Program Detail Report Programs by Strategy Report Displays for each program all information required by Section of Senate Bill1, Eighty-second Legislature, First Called Session, including a program description, the funding by method(s) of finance, and the federal and/or state legal authority for the program. Displays each program contained in a strategy, including the historical and proposed funding levels. Summary by Program Category Report Program Comparison Displays programs, grouped by Program Category and agency or institution of higher education, including the historical and proposed funding levels. Compares two selected bills and displays programs, grouped by Program Category, agency or institution of higher education, the funding by method(s) of finance contained in a strategy, including the proposed funding levels. 3. Select a report option from the Reports dropdown box and click Run Report, as shown below. Important: A new window will open and a status bar will display at the bottom of the screen indicating the progress of your report. To narrow down the data to fit your specific needs, see Optional Filters in the next section. To download raw data, see Downloading Raw Data on page 12. Use the Preview Data icon to preview data prior to the raw data download. Review the Navigation Reference table below. PPM:

7 NAVIGATION REFERENCE TABLE Back Arrow Forward Arrow Use the back arrow to return to the previous screen. Do not use the back arrow when viewing a report. For reports, use the Return button (see page 12). Use the forward arrow to move forward to a page you just left. SBP Home Return Button (Reports View Only) Click SBP Home to return to the home page for SBP. From the reports view, click Return to go back to the previous page. See page 12. Optional Filters Use the filter options to gather specific data by Category, Article, Agency, Method of Finance and/or Keyword. 1. To generate a report with filters, select the appropriate Session, Bill, and Reports from the dropdown boxes and click Optional Filters. Important: A progress bar will display at the bottom of the screen indicating the progress of your request. The report parameters selected (Session, Bill, and Report) appear at the top of the screen, as shown below. Tip: You can select a different report from the Reports dropdown box, if needed. PPM:

8 2. To check items quickly, click Check/Uncheck All for the appropriate section (Category, Article/Agency and/or Method of Finance). In the example above, the items listed below the Category section are now checked. The Check/Uncheck All button toggles between check and uncheck each time you click on the button. Repeat this step to check or uncheck additional items in other sections (Article/Agency and Method of Finance) displayed on the screen. An Expand/Collapse All button displays on the Article/Agency and Method of Finance sections. 3. If necessary, click Expand/Collapse All under Article/Agency: to display the agency detail, as shown below. PPM:

9 4. Click Check/Uncheck All to select/de-select the agencies. Tip: To select a few agencies, click Check/Uncheck All until all the check marks are de-selected. Then, select only the agencies you need. To select many agencies click Check/Uncheck All until all the check marks are selected. Then, de-select only the agencies you do not need. 5. If necessary, repeat steps 4 and 5 for the Method of Finance section. 6. To filter by a keyword, click in the Keyword Filter input box to type your criteria, as shown below. Important: The keyword filter only returns exact matches. The application only searches for the keyword in the program name, description, and state and federal legal authority fields. Keyword filters do not locate text in agency names, program categories or methods of finance. In addition, keyword filters do not use the following characters to find or exclude text or numbers as a traditional search feature might provide: dash (-), tilde (~), asterisk (*), or periods (.). PPM:

10 7. Click Run Report, as shown above. Important: A progress bar will display at the bottom of the screen indicating the progress of your request. Program Comparison Report across Sessions A new comparison report by program has been added to SBP. You can compare across or within sessions. 1. From the Reports dropdown box, select Program Comparison. PPM:

11 2. Select a Session and Bill from the dropdown boxes, as shown below. 3. Click Run Report. Printing Reports A preview of the report appears in the window as shown below. Use the arrow keys at the top to navigate through multi-page reports. 1. To search the document, enter text in the textbox next to the binocular icon and click the binocular icon. 2. To print, click the second icon in the upper left corner of the screen. If you click the printer icon for your browser, the report will not print. See the example below. PPM:

12 3. To export, click the first icon in the upper left corner of the screen. Important: To download raw data, see Downloading Raw Data in the next section. 4. Select the appropriate export format from the drop-down list and click OK. The report will download into the appropriate application. Save your file. PPM:

13 5. Click Return to go back to the SBP home page, as shown below. Downloading Raw Data 1. To download unformatted data into Excel, select the appropriate Session, Bill, and Reports from the dropdown boxes, apply filters (optional), and click the Excel download icon, as shown below. Tip: To preview data prior to the download, click the Preview Data icon. The data will display at the bottom of the screen. Click on page numbers at the top of the data to navigate through multiple pages. PPM:

14 2. Click Open or Save from the File Download window, as shown below. A warning may display indicating the Excel file is a different format. Click Yes to continue, as shown below. To learn more about the warning, click on the following link Important: A progress bar will display at the bottom of the screen indicating the progress of your request. 3. To download unformatted data into an XML file, select the appropriate Session, Bill, and Reports from the dropdown boxes, apply filters (optional), and click the XML download icon, as shown below. PPM:

15 4. Click Open or Save from the File Download window. PPM: