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.