Training & Resources | Budget Office

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_JRNL_NO_TYPE_PROMPT	View all budget adjustments	Journal ID (%) Account (%) Department (%) Fund (%) Ref (%) Fiscal Year
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, Hyperion Salary Preparer, Hyperion 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)

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

Managing a Budget (BTBUD1)

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, OMNI Commitment Control ledgers, Budget Transfers, and general resources that OMNI Financials users may find helpful. Please note: Issues related to DSOs and C&G departments are not specifically addressed.

Prerequisites: BTFA01, BTFA02, BTFA03

Introduction to Auxiliaries (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.

Budget Transfers (BTBT01)

An introduction to Budget Transfers including how to request the role, features, and resources. This training is intended for those responsible for managing E&G, Carryforward, Auxiliaries, DRS, and/or Locals budgets.

E&G Rate Reconciliation Using OBI 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 new OBI reports developed using Hyperion Planning. OBI Reports explained include E&G Rate Variance and Budgeted Positions reports.

E&G Rate and Salary Budgets (BTRSB1)

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

Hyperion Budget (BTHYB1)

This class covers how to enter an annual operating budget in Hyperion.

Hyperion SALARY (BTHYS1)

This class covers how to make changes to positions for building your salary budgets and running new OBI reports for budgeted positions.

Budget