Do you have a budget process milestone?
Our standard turnaround time for completing data requests is 5 business days. We always strive to complete tasks in less time to ensure we meet the standard turnaround time. To help ensure that we are able to process your request as quickly as possible, please submit your ask in a consolidated fashion, at least 5 business days before your deadline. If you need us to prioritize this task, please let us know what and when your budget process milestone is - we understand you have deadlines to meet and we are here to help.
What is your budget process milestone?
Please select which data request you need assistance with
Please include a chart of accounts with your balance sheet accounts.
There may be accounts with values previously submitted in an update that are not in the file you are attaching now. If you want us to synchronize the totals in our system with the totals in your file, we will replace the values in the missing line items with 0s. Once we finish processing your request, we will send you the accounts that were not included in your new file.
After making your selection/s, please provide us the name/s that you would like us to update in the description box below
If there are less than five new line items, you may list them here with their respective descriptions. If there are more than 5, please attach a file.
Example: If your fiscal year end is June, then a check written in July of 2023 will have a fiscal year of 2024 and a calendar year of 2023.
Please select what type of update you would like and then provide us detail in the description box below.
Please attach a document that outlines which accounts you would like to Remove or Hide.
In an excel file with a list of your account numbers, please provide the respective new line items descriptions.
In an excel file, please provide a crosswalk (in one column should be the existing account number and in another column should be the corresponding new account number)
Please select what type of update you would like and then provide us detail in the description box below. Note that mapping changes may impact your existing work. A data team member will analyze your request and reach out if these changes may have implications.
Please select the year of the version you would like defaulted.
Please enter the name of the column that you want defaulted exactly as it appears in the CG product (ex: Amended Budget).
Note: when we change the name for one year, this change reflects across all years where the name is being used.
Please enter the details of your request. A member of our team will respond as soon as possible.