1. Budget Planning and Development
Budget Updates
Budget Planning and Development
Office of Financial Affairs (

2. Update on FY 2016 “Old Year”
Ending Balance Roll Forward TARGET DATE: Early October
Salary Cost Transfers Remaining:
If Between Project ID’s – Cost Transfer in FY 2017
If Between Project ID and Cost Center – Cost Transfer in FY 2017
If Between Cost Centers – Budget Transfer where allowed
Office of Financial Affairs
Budget Planning & Development

3. Update on FY 2017 “New Year” New Year Budgets are loaded
Budget Controls are not “turned on”
Will be turned on when balances roll forward
Please monitor your expenditures closely during this interim time.
Baseline Salary Encumbrances are posted
Refer to Salary Encumbrance document posted on our website under General Budget Guidelines at
Office of Financial Affairs
Budget Planning & Development

4. “New Year” (Cont’d)
Existing Cost Centers with Associated Revenue are associated
New cost centers created in FY 2017 need to be associated during the year
New Budgetary Group A2100 implemented for GTA salaries.
FY 2017 Funding Position Deadlines posted on our website under “Calendar” at
Office of Financial Affairs
Budget Planning & Development

5. Reminders for new year…
Fund all “new” positions as soon as they are created
Do not have to wait for an incumbent to be hired
Update the DBT when there is a grant expiring in the current or the next month
Use most current budget transfer form
Provide Journal ID in the subject line of your s to us
Most current form can be found at
Office of Financial Affairs
Budget Planning & Development

6. Budget Planning & Development
Useful Queries “Demo”
UTS_CA_POSITIONS_FUNDED_FILLED
How are my current filled positions funded?
Who is the incumbent in each position?
Is there expired funding on any of our positions?
UTS_CA_POSITIONS_FUNDED_DBT
Same information as above but will also see additional positions in this list if you have vacancies
Office of Financial Affairs
Budget Planning & Development

7. Budget Planning & Development
REMINDER
You can update funding on vacant positions to remove any grants that are expired!
You do not have to wait until the position is filled.
Please communicate this critical information with college and department personnel responsible for initiating DBT’s
Office of Financial Affairs
Budget Planning & Development

8. Managing Dept Revenue & Expense Budgets
Future Training Dates
Funding Positions
October 7 , 2016
9:30 am – 11:30 am
November 8, 2016
1:30 pm – 3:30 pm
Managing Dept Revenue & Expense Budgets
October 12, 2016
2 pm – 5 pm
Office of Financial Affairs
Budget Planning & Development

9. Budget Planning & Development
QUESTIONS
Office of Financial Affairs
Budget Planning & Development

10. Your partner for successful solutions
Thank you!
Your partner for successful solutions
Office of Financial Affairs