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This page lists the available processing actions from the Funding Calculator. Once you have chosen an option, the calculation will be run in the background, meaning that you can continue to use PICSWeb while it takes place. The message below will be shown when this calculation is about to begin.
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Select Close to return to the period list, where the new period will be displayed with the status set to Processing.
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You will receive an email informing you when the calculation is complete.
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Once the process has finished, the data produced will be available in the Funding Calculator Reports. The following processing actions are available:
Drafting Periods
This can be run on the current open period and performs a full year-to-date funding calculation. A period cannot be be Drafted after after is has been been Finalled. To draft the current period, select Actions > Add Funding Period from the top-right corner of the page, make sure that Run as Draft is checked, then select Calculate.
Draft New Period.
This will open a window explaining the drafting process. Select Calculate to run the calculations. The new period will then be added to the list in the Funding Calculator.
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Re-Drafting Periods
This can be run on any Drafted period and will update the calculation with any new values entered after the period was Drafted. A A period cannot be Re-Drafted after is has been Finalled. To re-draft a period, select ... > Re-Draft by a drafted period.
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You will then be asked to confirm your choice. Select Yes to continue.
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Finalling Periods
This can be run on an Open or or Drafted period period and saves the full year-to-date calculation. You can only final a period if all previous periods have already been finalled.
To final a drafted period, select … > Final by the period in the list.
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Select Yes to confirm and begin the calculations.
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To final the current undrafted period, select Actions > Add Funding Period Final New Period from the top-right corner of the page, uncheck Run as Draft, then select Calculate.
To final another period, select ... > Final by any drafted period.
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Select Calculate to run the calculations. The new period will then be asked to confirm your choice. Select Yes to continue.
added to the list in the Funding Calculator.
Re-Finalling Periods
This can be run on the most recently recently Finalled period and will and will recalculate the figures for that period and year-to-date. To re-final a period, select ... > Re-Final by a finalled period in the list.
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You will then be asked to confirm your choice. Select Yes to continue.
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Deleting Periods
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This is an irreversible process and will delete any calculation data created when the period was first drafted or finalled. |
If you have mistakenly drafted or finalled a period and wish to re-final the previous period, you will need to delete the period to make the earlier period available for processing. To do this, select … > Delete by the period.
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A window will open explaining the deletion process. If you have read the information and are still sure you want to delete the period, select Delete. This will change the Status of the period to Deleting, before removing it entirely once the deletion process is complete.
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