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Add 2024YR carryover to 2025 revised operating budgets

Feature Request

The carryover field was added to the monthly report spec to allow 2022 funds to be carried over to 2023. At that time Cedars was updated to bring 2022 carryover funds into the 2023 revised operating budgets.

We now need to allow carryover of 2024 funds to 2025 revised operating budgets using the same carryover field that exists already in the monthly report template. Once this is done, PAs can resubmit their 2024 YR monthly reports including carryover and CEDARS will add those dollars to the 2025 revised operating budget.

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Posted by Amyreardon ·
Status: Completed1 comment

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Comments1

  • cedars team

    Team•

    Jul 11, 2025

    Hi @Amyreardon

    I’m adding my notes to this ticket. Do you agree that we can now close this ticket with the status "No fix required"? We can create a new ticket to address potential changes and recommendations for future improvements.



    Meeting Notes from 1:1 with Amy and PCG – 2024 Carryover

    • The budget is set for the full portfolio cycle (e.g., 3 years for CCA/REN) and does not reset annually.

    • Total Expenditure reflects actual spending.

    • Unspent Amount is the difference between the cycle budget and total expenditure.

    • Year-on-year unspent amounts are maybe no longer relevant as the budget is for the full portfolio cycle, yearly budgets are more of goal vs actual.

    • Unspent funds only matter at the end of the cycle if they are to be carried over into the next budget cycle.

    Potential Change:
    Consider a new mechanism for revising the operating budget to make it cumulative across the cycle. This would allow overspending in one year to be balanced by underspending in others, as long as total spending stays within the full-cycle budget (2, 3, or 4 years).

    Recommendations for now:

    • Maintain current approach: carryover is not automated and must be manually entered.

    Recommendations for later:

    • Improve UI clarity:

      • Rename column to "Carried Over"

      • Add tooltip to Revised Operating Budget (ROB) column showing calculation

    • Clarify carryover and other field descriptions

    • Confirm current usage aligns with intended behavior

    • Make the Carryover field required

    Open Questions:

    • Should carryover automation be introduced in next year’s ADP?

    • How should we treat year-on-year transitions?

    • If automated, how do we handle early months and year rollover timing?

    • How should carryover be handled in filings between budget cycles?