Budget Planning (FBM)

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Budget Planning (FBM) Templates

 

FBM Chart of Accounts Mapping

FBM Chart of Accounts Mapping WEB Report

File FBM Chart of Accounts Mapping CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2016-01-25

Description:

An interactive report to list all the Chart of Accounts combinations that rollup to the specific Budget Item Lines of the FBM.
NOTE: This report will be refresh and uploaded once a month. Do not refresh.

Prompting Query Fields:
NONE

Required Data Warehouse Roles:
NONE

View Information [for Crystal Report]:
DWH View(s):
- FG_ACCT_HIER
- FG_FUND_HIER

 

SINGLE Year Reports

Budget Planning Single Year View WEB Report

File Budget Planning Single Year View CRYSTAL Report

The calculation of the carry forward figures (FY14 and prior) are currently under review. Once finalized, an updated version of this report will be published and you will be notified. Therefore, the carry forward figures displayed in this report for FY14 and prior should not be taken as the “final” figure.

Description, Prompting Query Fields, Help Documentation

Last modified:
2015-02-11

Description:

To assist with the analysis for planning and the budgeting exercise. This report is set up using the same fund groupings and revenue and expense summaries as the Financial Budget Model. Each Budget Line Item can be drilled-down to reveal the information that summarizes each line.

Prompting Query Fields:
- Organization Code
- University Fiscal Year
- University Fiscal Period
- Excel Friendly Version

Required Data Warehouse Roles:
- FIS_BUDGET_USER
- FIS_GENERAL_USER

View Information [for Crystal Report]:
DWH View(s):
- FB_TRANS_DETAILS
- FG_PERIOD_OPERATING_STATEMENT
- FG_TRANSACTION_DET_OPERATING
- FG_YEARLY_BALANCE_SHEET

Budget Planning Internal Sales Single Year View Web Report

File Budget Planning Internal Sales Single Year View CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2016-01-12

Description:

Part of the Financial and Budget Integration framework, this report provides a single year of gross non-salary expenditures, gross internal recoveries and net non-salary expenditures for a specific organization.

Prompting Query Fields:
- University Fiscal Year
- University Fiscal Period
- Organization Code
- Excel Friendly Version

Required Data Warehouse Roles:
- FIS_BUDGET_USER
- FIS_GENERAL_USER

View Information [for Crystal Report]:
DWH View(s):
- FG_YEARLY_OPERATING_STATEMENT
- FG_PERIOD_OPERATING_STATEMENT
- FG_FUND_PROFILE

MULTI-Year Reports

Budget Planning Multi-Year View WEB Report (Approximately 5 minutes run time)

File Budget Planning Multi-Year View CRYSTAL Report (Approximately 5 minutes run time)

The calculation of the carry forward figures (FY14 and prior) are currently under review. Once finalized, an updated version of this report will be published and you will be notified. Therefore, the carry forward figures displayed in this report for FY14 and prior should not be taken as the “final” figure.

Description, Prompting Query Fields, Help Documentation

Last modified:
2015-02-11

Description:
Part of the Financial and Budget Integration framework, this report provides 5 consecutive years of revenues/budgets, expenditures, and carry forwards for a specific organization.  The report can be displayed as a summary of all available Fund Type Group or a specific Fund Type Group.

Prompting Query Fields:
- Fund Type Group
- Organization Code
- University Fiscal Year
- University Fiscal Period
- Excel Friendly Version

Required Data Warehouse Roles:
- FIS_BUDGET_USER
- FIS_GENERAL_USER

View Information [for Crystal Report]:
DWH View(s):
- FB_TRANS_DETAILS
- FG_PERIOD_OPERATING_STATEMENT
- FG_TRANSACTION_DET_OPERATING
- FG_YEARLY_BALANCE_SHEET

Budget Planning Internal Sales Multi-Year View WEB Report

File Budget Planning Internal Sales Multi-Year View CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2016-01-12

Description:
Part of the Financial and Budget Integration framework, this report provides 5 consecutive years of gross non-salary expenditures, gross internal recoveries and net non-salary expenditures for a specific organization. The report can be displayed as a summary of all available Fund Type Group or a specific Fund Type Group.

Prompting Query Fields:
- University Fiscal Year
- University Fiscal Period
- Organization Code
- Fund Type Group
- Excel Friendly Version

Required Data Warehouse Roles:
- FIS_BUDGET_USER
- FIS_GENERAL_USER

View Information [for Crystal Report]:
DWH View(s):
- FG_YEARLY_OPERATING_STATEMENT
- FG_PERIOD_OPERATING_STATEMENT
- FG_FUND_PROFILE

CURRENT Year Report

Budget Planning Current Year Forecast WEB Report

File Budget Planning Current Year Forecast CRYSTAL Report

The calculation of the carry forward figures (FY14 and prior) are currently under review. Once finalized, an updated version of this report will be published and you will be notified. Therefore, the carry forward figures displayed in this report for FY14 and prior should not be taken as the “final” figure.

Description, Prompting Query Fields, Help Documentation

Last modified:
2015-02-11

Description:
A consolidation of a fiscal year budget, actuals and encumbrance in an FBM format in order to assist in a forecast of expenses for upcoming fiscal years.

Prompting Query Fields:
- University Fiscal Year
- University Fiscal Period
- Organization Code
- Drilldown Order Level 1
- Drilldown Order Level 2
- Drilldown Order Level 3

Required Data Warehouse Roles:
- FIS_BUDGET_USER
- FIS_GENERAL_USER

View Information [for Crystal Report]:
DWH View(s):
- FB_TRANS_DETAILS
- FG_PERIOD_OPERATING_STATEMENT
- FG_TRANSACTION_DET_OPERATING
- FG_YEARLY_BALANCE_SHEET

Other Resources

PDF icon Forecasting Budget for Endowment Spendable Income Funds [.pdf]