Finish the budgeting process 2025

Create the draft budget

When all of the users have finalised their budgets, you can finalise the budget for the trust. The budget can no longer be changed. You can submit the input views, but you won’t be able to change the budget anymore yourself. It is advisable to change each user’s authorisation from write to read.

Create a version

Make a copy of the draft budget for the Executive Board and the Supervisory Board by creating a version. This enables you to look back on data at a specific moment in time. Each report displays the versions you are authorised to access. The following article explains how a version is created. If changes were made in Anago on the same day, run the calculation at the trust level first. (Recalculate the multi year budget)

Parameters

When the draft budget has been sent and you are waiting for approval, you don’t want the figures in Anago to change due to parameter updates. To prevent this from happening, it is advisable to add overrides for all of the parameters. You can do this in the Parameters view by copying the parameters with the button Copy parameters to overrides. 

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NOTE: Do this for all pages (Funding -> Parameters; Salary costs -> Parameters; Salary costs -> Scale parameters; Salary costs -> Salary table).

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Approve the budget

Once the budget has been finalised and approved by the Supervisory Board, you must approve the budget in Anago. The steps are explained below:

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1. If changes were made on the day the budget was approved and you want to approve the budget in Anago, you must recalculate all of the models. This can take a while. Go to Budget Process -Reacalculate Multi-yaer budget. 
2. If changes were made the day before or earlier, the most recent status will have been calculated overnight, meaning that you can immediately start the approval process. 
3. Once everything has been calculated, go to the Budget progress and approval view.
4. In step 2, you will see the progress of all of establishments. In this overview you will see the establishments that were submitted in the input views. It is not necessary to have submitted all of the views for final budget approval.
5. In step 3, select the budget that you want to approve by ticking the box below the budget you want  to approve. 
6. 
7. Go to step 4: Verify the multi-year budget and click on
8. If the displayed data are correct, you can approve the multi-year budget by clicking on  in step 5.
9. Save the view by clicking on  and then close the view. Saving is complete when you can open a report. A message will display if models are still running.
10. Open the Multi-year budget report and add, if you wish, the Forecast column by clicking on  and changing the statuses and years. The forecast can only be selected if the budget has been approved. If you cannot select the forecast, the budget has not been approved.
11. Make sure the figures in the Forecast column are the same as in the Budget column.

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A version of the approved budget is automatically created during approval. You can select this version in several reports so you can look back at the figures in the approved budget. You can change the name and description of the version if you so wish in the Create version view.

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