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Introduction to Budget Planning Software

Audience: Primary, Secondary
Single session
  • Foundation
  • Key Stage 1
  • Key Stage 2
  • Key Stage 3
  • Key Stage 4
  • Key Stage 5

Brief overview

This full day session is for individuals who have not previously used, or have limited understanding of, the Budget Planning Software (BPS), whilst working for a local authority (Kent or Medway) school, or an academy.

Please note this is not a budget setting course.

The day will cover how to update the information in BPS, run reports to send to Governors, help delegates to become more confident in using the system. 

Learning outcomes

  • Overview of BPS features and functions including Budget Setting, Payroll Reconciliation and Budget Monitoring
  • Accessing the BPS as a new user
  • Roles and access rights within the system
  • Accessing Help and User Guidance as well as storing documents
  • Adding and editing Cost Centres along with linking these to Ledger Codes
  • Adding and editing employee information
  • Creating a Budget Forecast
  • Running reports from BPS
  • How to submit a budget
  • How to make future updates as and when required
  • How to monitor a budget that has already been created. 

Prices

Dates

  • Session - 05/06/2025 09:30  -  16:30

Event type

Face 2 Face

Address

MIDAS Centre
Meadowfield School
Swanstree Avenue
Sittingbourne
Kent
ME10 4NL

Delivered by

  • Joanne Clark
  • Sue Lindgren
Got a question? Contact us FAQS
Product Type:
Face to face Training
Training
Product Topic:
School Finance