Fiscal Year

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Fiscal Year

Create a new fiscal year folder by selecting the "Fiscal Year" node, clicking the gear symbol drop-down menu and selecting "Add Fiscal Year". Then click Select next to the right year in the pop up screen.

 

Click the + next to the desired Fiscal Year to view or add attachments for that year. These attachment locations permit only one attachment per fiscal year. Attachment fields for each Fiscal Year include:

 

Annual Plan and Annual Report (for some Fiscal Years, Annual Plan and Annual Report is one node)

Detailed Budget (default restricted view so may not be visible to all users)

AD Program Visit Financial Report (default restricted view so may not be visible to all users)

AD Program Assessment (default restricted view so may not be visible to all users)

 

For each of these items, an attachment can be uploaded. See Attaching Files for attachment instructions.