Gravity - Roll Forward O&M Templates to a New Fiscal Year

The New Budget Cycle function provides the ability to shift data between fiscal years:

New Fiscal Year - Operating and Maintenance Template

1. Login to Gravity
2. Open the Budgeting and Planning report
3. Select “Data” in the top left corner of the window
   1. Hover over “Budgeting” from the dropdown menu
   2. Hover over “New Budget Cycle”

   3. Select “O&M Templates”
      
       

       

      
       

4. A new window will open:
   1. In the first field select the year which you will roll data from

   2. In the second field select the year which you will roll data to
      
       

       

5. There is also a plus button to allow for rollover scenarios
   1. After clicking the plus button two new fields will appear
      1. The first field allows you to select the column which you will roll data from
      2. The second field allows you to select the column which you will roll data to
      3. There are two more options for each rollover scenario: Recurring Only and Zero Values:
         1. Recurring Only - Selecting this option will only roll recurring values. Unselecting this option will roll both recurring and one time values.

         2. Zero Values - Selecting this option will keep all detail descriptions and replace values with zero. Unselecting this option will keep all values.
            
             

             

6. The last option is to ‘Move objects to the first workflow step’. If the option is checked all templates will move to step one of the workflow in the new budget cycle. If unchecked then the templates will remain on the current workflow step in the new budget cycle.
7. Click “OK” to complete the O&M Template rollover.
8. The existing templates will then be updated with the new budget cycle information.