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CAS 09/10

CAS 09/10. College of Arts and Sciences - Budget PeopleSoft Training 4/13 – 4/15/10. THE BUDGET PROCESS. CAS Budget Process. Roster by person is exported from Peoplesoft into Excel

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CAS 09/10

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  1. CAS 09/10 College of Arts and Sciences - Budget PeopleSoft Training 4/13 – 4/15/10 CAS ATC Training 4/13 - 4/15/10

  2. THE BUDGET PROCESS CAS ATC Training 4/13 - 4/15/10

  3. CAS Budget Process • Roster by person is exported from Peoplesoft into Excel • Adjustments made as information is received as approved by the Office of the Provost (we will only budget approved activities) • Budget lines are entered into the PeopleSoft CAMPUS BUDGET MODULE (CBM) • Budget data reviewed and approved by SB Administration • Budget data electronically forwarded to Albany • Albany converts budget data into SMRT System CAS ATC Training 4/13 - 4/15/10

  4. Budget vs. Target • BUDGET: An approximation of the expenses of a department utilizing best information available, assists in monitoring expenses • TARGET: The set amount of funding authorized by the Dean for a department to spend • DEFICIT / SURPLUS: The difference between the actual expenses and the target CAS ATC Training 4/13 - 4/15/10

  5. Negative numbers? • We budget using negative amounts for salary savings, anticipated funding, and anticipated journal transfer • Some budgeted negatives will result in automatic journal transfer CAS ATC Training 4/13 - 4/15/10

  6. CBM Roster • Log in to Peoplesoft • Click “Budget” • Under “Inquire” click “Account Salary Detail” • Enter department account number in 8 digits format (4200XX00) • Click “Search” • Click “View all” to expand for all entries • (Optional) Download the roster to Excel with one click! CAS ATC Training 4/13 - 4/15/10

  7. CBM Roster Notes(In PS, “Account Salary Detail”) Faculty & Staff: These are listed by name individually. Adjuncts: These are entered into the CBM as one combined line with a standard value of $40,000 per 1.0 FTE. Your spreadsheet roster will list each by name. We will maintain the details (names, number of courses, per course payment, etc.) on a separate spreadsheet. TA’S: These are entered into the CBM as one combined line. CAS ATC Training 4/13 - 4/15/10

  8. CBM ROSTER (continued) CAS ATC Training 4/13 - 4/15/10

  9. CBM ROSTER (continued) CAS ATC Training 4/13 - 4/15/10

  10. CBM ROSTER (continued) The department roster can be exported to Excel with one click! The Excel spreadsheet should automatically open In a new window. CAS ATC Training 4/13 - 4/15/10

  11. CBM “OSE” • Log in to Peoplesoft • Click “Budget” • Under “Use” click “AF Account Distribution” • Enter department account number in 8 digits format (4200XX00) • Click “Search” • Tabs: “AF Account Summary”, “AF Account Payroll”, “AF Account FTE”, “AF Account OSE”, “AF Account OTPS” CAS ATC Training 4/13 - 4/15/10

  12. CBM OSE (continued) AF Account Summary: Department total, this amount will equal your target when complete. AF Account OSE: Salary savings, savings from LWOP or sabbaticals, transfers to IFR’s including fellowships, and revenue are entered in this section. AF Account OTPS: Please review OTPS for accuracy of components! CAS ATC Training 4/13 - 4/15/10

  13. CBM OSE (continued) CAS ATC Training 4/13 - 4/15/10

  14. CBM OSE (continued) CAS ATC Training 4/13 - 4/15/10

  15. CBM OSE (continued) CAS ATC Training 4/13 - 4/15/10

  16. Reports • Thanks to DianeThide of the Budget Office! CAS ATC Training 4/13 - 4/15/10

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