Budget Prep
ANNOUNCEMENTS
- FY2026 Budget Prep Run Guide Available Now
- FY2026 Budget Prep User Guide Available Now
- Budget Prep Load Update for COLA Increase
- Budget Prep Upload File for FY2024 COLA Increase Training Video Available Now
- Budget Prep Upload File for COLA Increase Phase 1 Eligible Employees Salary Adjustments
JOB AIDS AND REFERENCE DOCUMENTS
- Using the Position Budget Management Position Page
- Using the Position Budget Management Department Page
TRAINING
BUSINESS PROCESSES
Budget Prep – Setup
BP.010.001 Setup Year/Hour Parameters
BP.010.002 Setup Pay Groups
BP.010.003 Setup Fringe Accounts
BP.010.004 Setup Reason Codes
Budget Prep - Imports and Updates
Imports
BP.010.011 Importing Human Resources (HCM) Data
BP.010.012 Importing Financials (FIN) Data
Processing
BP.010.013 Processing the Fringe Update
BP.010.014 Processing the Financials Build
BP.010.015 Creating Original Budget Journals with the FIN Export
BP.010.016 Staging HR Data with the HCM Export
Updates
BP.010.021 Updating Personal Services Budgets
BP.010.022 Updating Personal Services Funding
BP.010.023 Updating Personal Services Fringe Budgets
BP.010.024 Updating Non-Personal Services Budgets
BP.010.025 Adding New Non-Personal Services
BP.010.026 Updating Revenue Estimates
BP.010.027 Adding New Revenue Estimates
BP.010.028 Updating Grants Budgets
BP.010.029 Adding New Grants Budgets
Mass Updates
BP.010.051 Uploading Personal Services Raises
BP.010.052 Resetting Raise Dates
Budget Prep – HR Data Load
BP.020.001 Validating BP Staging Tables with HCM Audit
BP.020.002 Processing the Budget Prep Load
Budget Prep – Position Budget Management
BP.030.001 Position Budget Management (PBM) Setup
BP.030.002 PBM HCM Refresh
BP.030.003 PBM Position Budget Review or Update
BP.030.004 PBM Department Budget Review or Update