1 / 16

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

amie
Download Presentation

CAS 09/10

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  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

More Related