Budget Preparation
Full municipal budget cycle from structure setup through departmental submission, review, and council approval — with position-based salary budgeting, business cases, and fee schedule review.
Worksheet Load
Salary Calc
Concurrent Users
Consolidation
Purpose-Built for Canadian Municipalities
Purpose & Scope
What this module owns
Clear ownership boundaries prevent duplication and ensure every capability has exactly one authoritative home.
Owns
9Delegated to
6Chart of accounts & GL actuals
Approval chains
Deadline reminders & status notifications
Department-level access control
Budget reports
Budget document archival
These capabilities are handled by dedicated modules and consumed via stable API contracts — keeping boundaries clean and ownership unambiguous.
Core Capabilities
What it does
3 capability groups comprising 9 discrete capabilities — each with API surface, business rules, and data ownership.
Fund → dept → division → program → GL account hierarchy with separate operating & capital tracks and multi-fund support.
Hierarchy
Fund → department → division → program → GL account with configurable detail levels.
Operating & Capital
Separate operating and capital budget tracks with distinct workflows and reporting.
Multi-Fund
General, water/sewer, reserves, trust — configurable fund types.
Detail Levels
Configurable depth of hierarchy per department, allowing flexibility in budget detail.
Initialize new budget year by copying prior year actuals & current budget, setting calendar with key dates, and defining parameters.
Initialization
Copy prior year actuals & current budget to seed new year worksheets automatically.
Calendar
Set calendar with key dates and milestones for the entire budget process.
Parameters
Define inflation rate, COLA, assessment growth, levy target, and other global parameters.
Milestone Tracking
Each milestone has a date, responsible party, and completion status.
Every module owns a single bounded context, exposes stable APIs, and can be composed into any Civic product — that's the architecture that scales.
Krutik Parikh
Creator of Civic
Data Model
Entity Architecture
4 entities with 5 relationships — the authoritative schema for this bounded context.
Entities
Select an entity to explore its fields and relationships
API Surface
Integration Endpoints
11 RESTful endpoints across 3 resource groups — plus 5 domain events for async integration.
/api/v1/budget/years
Initialize budget year
/api/v1/budget/years/{year}
Get budget year status
/api/v1/budget/years/{year}/lock
Lock budget
/api/v1/budget/years/{year}/summary
Consolidated budget summary
Ecosystem
Products that depend on this module
1 Civic products consume Budget Preparation — making it one of the most critical platform services in the ecosystem.
Technical Specifications
Performance, Compliance & Configuration
Worksheet Load Time
Salary Calculation (All Positions)
Concurrent Department Users
Budget Consolidation
Version History
FAQ
Frequently Asked Questions
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Build on Budget Preparation
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