Training & Resources

Queries

Query Query Description Prompts
FSU_BUD_AVAIL_BAL View Budget, Encumbrance, Expense, and Available Balance by department-fund-account
  • Budget Period
  • Fund (%)
  • Department (%)
FSU_BUD_AVAIL_BAL_DIM View Division, School Area, DDDHC, Budget Manager, Budget, Encumbrance, Expense, and Available Balance by department-fund-account
  • Budget Period
  • Fund (%)
  • Department (%)
FSU_BUD_FSUF_AVAIL_BAL View Budget, Encumbrance, Expense, and Available Balance by department-fund-project-account
  • Department From
  • Department To
  • FSF Project (%)
FSU_BUD_JRNL_NO_TYPE_PROMPT View all budget adjustments within a date range
  • Journal ID (%)
  • Account (%)
  • Department (%)
  • Fund (%)
  • Ref (%)
  • Fiscal Year
  • Jrnl Date (from)
  • Jrnl Date (to)
FSU_BUD_JRNL_W_TYPE_PROMPT View all budget adjustments or by specific entry type (e.g., recurring original, non-recurring adjustment, etc.)
  • Journal ID (%)
  • Account (%)
  • Department (%)
  • Fund (%)
  • Ref (%)
  • Fiscal Year
  • Entry Type
FSU_CF_DEPT_ATTRIB2 View auxiliary-specific information including auxiliary class, overhead percent, mission statement, and fund group
  • Department (%)
FSU_CF_DEPT_ALL_DESIGNATIONS View DDDHC, Budget Manager, Authorized Signer, Salary Preparer, Budget Preparer by department
  • Department ID (%)
  • Last Name (%)
FSU_DPT_CODES_DEPTID View DDDHC, Short Description, Purpose and Department Area
  • Department ID (%)
FSU_DPT_CASH_BALANCE View departmental cash balance
  • Business Unit (FSU01)
  • Non E-G Fund (%)
  • Department ID (%)
  • As of Journal Date
FSU_DPT_LEDGER_SUM_W_CF View GL account ledger summary
  • Fiscal Year
  • Begin Period
  • End Period
  • Department ID (%)
  • Fund (%)
  • Project (%)
  • Account (%)
  • Business Unit (FSU01)

Training Presentations

The Budget Office provides the following classes (click the class title to view the training materials):

Budgeting (BTAC05) - Coming Soon

For Budget Managers and other fiscal personnel. Topics covered include the various types of budget entities at the University, policies and procedures related to each, Budget Manager responsibilities, Commitment Control ledgers, Budget Transfers, and general resources that Financials users may find helpful. Please note: Budgeting related to Sponsored Research or C&G departments are not specifically addressed.

Introduction to Auxiliary & Designated (BTBUD2)

For Budget Managers and other fiscal personnel. An introduction to Auxiliaries, including how to create a new auxiliary, classification of different auxiliary types, policies and procedures, rate methodology, audit expectations, and record retention requirements. Other topics covered include a timeline of important dates, overhead assessments, and available resources.

Auxiliary Rate Calculation (BTBUD3)

For budget managers and fiscal personnel who prepare University auxiliary rate calculations. This class covers regulatory framework for a rate calculation, Basic concepts for calculating a rate, an example of an auxiliary rate calculation along with reconciliation of expenses and an allowable cash balance worksheet using University financial records, documents and resources, and models for estimating auxiliary revenue hourly, cost plus and cost plus fixed.

E&G Rate Reconciliation Using BI Reports (BTRRR1)

For school E&G rate managers who balance E&G positions to E&G Allocations. This class covers basic rate reconciliation procedures using the E&G Allocations and E&G Rate Variance reports in BI.

E&G Rate and Salary Budgets (BTRSB1)

An overview of E&G rate, salary, and the resources available for managing E&G salary budgets.

Job Aids

Budget
Salary