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Budget Planning Exercise (BPX)

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Budget Planning Exercise (BPX) Templates

BPX Chart of Accounts Mapping

FBM Chart of Accounts Mapping WEB Report

 

Description, Prompting Query Fields, Help Documentation

Last modified:
2016-01-25

Description:

Report lists all the Chart of Accounts combinations that rollup to the specific Budget Item Lines of the BPX.
NOTE: This report will be refreshed 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

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

Budget Planning Internal Sales Single Year View Web 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 3-Year Excel Extraction WEB Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2019-03-01

Description:
Part of the Financial and Budget Integration framework, this report provides 3 consecutive years of revenues,expenditures and budgets for a specific organization.  The current year is broken down by permanent and temporary budgets and the actuals are broken between actuals and commitments. The report displays all Type Groups and is an easy download to excel. This is the report used for generating the Trend Forecast.

Prompting Query Fields:
- Organization Code
- University Fiscal Year
- University Fiscal Period

Budget Planning Multi-Year View WEB 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

Budget Planning Internal Sales Multi-Year View WEB 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

CURRENT Year Report

Budget Planning Current Year Forecast WEB 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 BPX 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

Budget Planning - Variance Analysis WEB Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2016-11-02

Description:
Generates a variance analysis of current year to prior year actuals.  Also provides current year pro-rated and annual budgets as well as pro-rated budget to actuals.  Report is run at Fund Code or Organization Code level and displays the variances by Fund Type Grouping.  Variance Thresholds values can be chosen for highlighting purposes.

Prompting Query Fields:
- Prior Fiscal Year
- Current Fiscal Year
- Fiscal Quarter or Fiscal Period
- Fund Code or Organization Code
- Fund Type
- Order for drilldown (levels 1 to 3)
- Dollar Value Threshold (for highlighting purposes)
- Percentage Value Threshold (for highlighting purposes)
- Preference for Threshold Difference (for highlighting purposes)
- Excel Friendly

Other Resources

PDF iconForecasting Budget for Endowment Spendable Income Funds [.pdf]

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