DEKALB COUNTY GOVERNMENT
FY 2009 BUDGET
Instructions for Using the InfoCenter Electronic Forms
Please contact Cris Woodin at 895-7128 (or by e-mail:  cwoodin@dekalbcounty.org) if you have any questions about any of the steps accessing, using, or saving the forms
(Hint:  it will be very helpful to create an electronic folder for your Budget 2009 information while it is a work in progress)
I. Create a File Folder to Keep Your Budget Work Papers
  A. Open your Explorer (can be an icon on your desktop or found in Start>Programs or
Window-key (between Ctrl and Alt)+"E"
    1. Click on the plus beside "My Computer"
2. Click on your personal drive (the "H" drive)
    3. Click on "File" on the Toolbar
4. Drop down to "New" and slide over to "Folder"; click.
5.  Name the folder that has appeared by typing:  "Budget2009", for example, and hit "Enter"
a. For more than one budget, create additional folders, repeating the above steps
b. Name the additional folders differently - Budget2009A, Budget2009B, Budget2009C, etc.
6. Close your Explorer by clicking "File" on the Toolbar and "Close" or by clicking the "X" in the
  upper right corner of the Explorer window
II. Open and Use a Form
A. Locate forms on InfoCenter as instructed in the Introduction e-mail
(InfoCenter>Finance Office>Budget>Budget Forms)
B. Open a form you believe you will need in the budget process (for example:  Form A)
1. If you open a form and then decide it won't be needed, click "Back" on the Toolbar and choose
another form
2. If the form will be needed, you may begin typing data into the form
a. The "Tab" key allows you to move around the form easily
  b. Some calculations will be performed automatically when certain fields are filled
c. Save form in your Budget folder … see instructions in section III.
III. Saving a Form
A.   While the form is open
1. Click on File in the Toolbar
2. Choose "Save As" and a dialog box will appear
3. At the top of the dialog box, click the drop-down arrow beside "Save In:"
4. Choose the drive where you put your Budget 2009 folder (probably "H")
5. Double-click the folder.
6. In the dialog box, click "Save".
a. The first time a file is saved, no dialog box will pop up
b. After the initial save, a dialog box will sometimes pop up to let you know that the file you are saving already exists.  Read the question carefully, and if you are sure this is the correct file, click "Yes".  The file will be saved.
 
IV. Editing a form previously created
 
A. Open Excel
  B. Click "File Open" icon in the Toolbar (file folder icon) or click "File" on the toolbar and drop down to
"Open"
C. A dialog box will open
  1. At "Look in:" prompt, use drop-down arrow to choose drive where Budget Folder is located
(probably H)
2. Double-click on the "Budget 2009" folder
D. Tab through the form to get to the fields you need to fill in (remember to round to the nearest $100)
E. Save often - see instructions in section III.
V. Submitting Budget when Done
  A. Open a new e-mail message
1. Address the e-mail to "Cris Woodin" from the global address book or
cwoodin@dekalbcounty.org
    2. Tab to Subject field and type "Budget 2009", then tab to message area.
3. Insert the forms you want to send to Finance by clicking on the Insert icon on the Toolbar
(the paperclip)
    4. A dialog box will pop up -- click the down-arrow in the "Look in:" box
  5. Choose the drive where you saved the file you want to send (probably "H")
  6. Double-click on the folder where the files are located (probably "Budget 2009")
  7. Click on the files you want to send
    (Hint:  multiple files can be sent at the same time by using the "CTRL" key and clicking on the files you want to send; Don't send files for forms you did not use.)
 
  8. Click on the Insert button in the dialog box and the files will be copied into the e-mail message.
  9. Type any additional comments you think necessary
10. Click on the "Send" button on the Toolbar