The Carryforward Spending Plan (CFSP) will be developed and reconciled in Adaptive Planning (ADP). Information regarding the timeline, training, and additional resources are provided below.
Carryforward Spending Plan Timeline
| Date | Topic | Description | |
|---|---|---|---|
| 07/01/2026 | Budget | Budget checking in OMNI-Financials for carryforward funds (126, 140, 240, 241) will be disabled to allow transactions to process during spending plan development | |
| 07/08/2026 | Plan | ADP opens for spending plan development in “2026-27 Carryforward Spending Plan” version | |
| 07/08/2026 | Plan | Pre-recorded CFSP Training is available (see "Training" section below for more details) | Training |
| 07/10/2026 | Plan | Virtual Office Hours (9:00am to 10:00am) | Office Hours |
| 07/13/2026 | Plan | Virtual Office Hours (9:00am to 10:00am) | Office Hours |
| 07/16/2026 | Plan | Virtual Office Hours (9:00am to 10:00am) | Office Hours |
| 07/21/2026 | Plan | ADP “2026-27 Carryforward Spending Plan” version closes | Due Date |
| 07/31/2026 | Recon | CFSP final reconciliation for 2025-26 spending plans are due | Due Date |
| 08/28/2026 | Plan | Board of Trustees approval for 2026-27 Carryforward Spending Plan | |
| 08/28/2026 | Plan | Carryforward budgets for 2026-27 are booked in OMNI (subject to administrative approval) | |
| 08/31/2026 | Budget | Budget checking in OMNI-Financials for carryforward funds (126, 140, 240, 241) will be reinstated | |
| 10/01/2026 | Recon | Pre-recorded 2026-27 CFSP Reconciliations Training is available (see "Training" section below for more details) | Training |
| 11/13/2026 | Plan | Board of Governors approval | |
| 10/30/2026 | Recon | First quarterly reconciliation is due (for activities occurring July 1, 2026, through September 30, 2026) | Due Date |
| 01/29/2027 | Recon | Second quarterly reconciliation is due (for activities occurring July 1, 2026, through December 31, 2026) | Due Date |
| 04/30/2027 | Recon | Third quarterly reconciliation is due (for activities occurring July 1, 2026, through March 31, 2027) | Due Date |
| 07/30/2027 | Recon | Fourth quarterly reconciliation is due (for activities occurring July 1, 2026, through June 30, 2027) | Due Date |
Training
Training will be offered for Budget Preparers and Approvers. A pre-recorded video session and training presentation slides are available through the Budget Office Canvas course site or the Budget Office SharePoint site via the links below.
Resources
Office Hours & Workshops
The Budget Office will offer virtual office hours and workshops to address any questions about Carryforward Spending Plan development or Adaptive Planning entry.
Office Hours are recommended for quick questions and can be accessed via the Zoom links published on the Budget Office Canvas course site and below for each session. Preparers will be assisted in the order they join, so please wait in the lobby until a Budget Office staff member assists you.
Individual workshops are recommended for new Preparers, Preparers needing in-depth assistance, or those who are unable to join the scheduled Office Hours sessions. Email budget@fsu.edu to request a workshop appointment. In the email, please include your preferred date and time for the workshop.