1. Budget and Forecasting Part 1: Position Planning Development Budget Transfers
Rob McMicking
Charles Lazenby

2. Budget Development Approvals
FAST Budget module overview
Position Planning
Budget Development
Budget Development Approvals
Budget Transfers
Base Budget
Budget Transfers
Adjusted Budget
Post to ERP
New Optional Process
Forecasting In Year
Multiyear Planning

3. Position Planning “Seats on the bus”
Establish a baseline Position amount
Total Budget, FTE, FOAPAL
Data can come from or goto PBUD
Will be compared to Budget Development

4. Position Planning Overview
Optional Module
Can be tracked at Position/FTE or down to FOAPAL
Source of data can be PBUD, Summary of Position/FTE from prior year budget, copy from last year
Allows to keep $ on all positions even if not filled
Reports to track and compare

5. Posting Position Data back to Banner
Are you interested in this?
To do this, we need at least one school to volunteer to co-develop and test. If interested let me know.
Need to figure out all the rules, ie what tables to post, is it edit or replace etc
We have a spec that we can send to you, me and I will send it

6. Whats new in Positions
New report: Position Analysis provides a multi-year view of positions including previous years' actuals, previous year budget and future effective year dev series values

7. Position Demo

8. Development Budgets All seats on the bus, vacant and filled.
We know who it is and how much.
Not always the same as position planning
Compare and monitor on Development Entry

9. What’s New in Development
The last thing you will ever need. The swiss army knife of FAST
ALTERNATE HIERARCHIES
Full session on this at 11:30 tomorrow

10. Restricted series, approvals on dev entry page with restricted field edit vs view etc

11. Whats new in Development
Fund Type and Acct Type filters to the Development and Budget Entry Mass Increase forms
Added the ability to restrict access to salary records in a Development Series similar to how it works in Finance using Configuration Setting 205.
Added a new report called "Invalid Coding Audit" that works for Development and Forecasting data. This report allows you to check in real-time based on effective date and will validate the coding in your Development/Forecast Series and will check and highlight any coding issues that exist
For the Current Year Summary (Hierarchy, FOAPAL, Acct Detail), we added Two Years ago and Last Year "Total Year Actuals" columns

12. Whats new in Development
Significant changes/updates to the Manage Budget Series and Manage Development Series forms: (4.4.03)  
Budget Series Copy to Dev Series: Added "Copy Selected Periods" and "Select Spreading Models" 
Budget Series Copy between Admin Series: Added "Copy Selected Periods" 
Copy Dev Series: Added "Select Spreading Model" 
Copy Dev Series: Change layout of controls on page to match the layout of Manage Budget Series form 

13. Demo Development

14. Budget Transfers
Allow for Budget Transfers that only post to Development and NOT have to post to a Budget Admin series. This is a big change! If Config Setting 393 is set to Y, you can create a transfer against one or more Dev series ONLY, without a post to an actual budget series. Normal approvals are still required
New Budget Transfer Details report – similar to the Budget Transfer Status report but allows filter on Budget Transfer details, not just header record info

15. Demo Budget Transfers

16. Globally What’s New Notifications and Communication Centre
Add into Budget Transfer process or Approval Process?
Manually Generate ie when you want to tell a Group a specific thing like when budgets are due
SMS texting – could text groups to inform about transfers, timing, access etc
New video format
Advanced Options enhancements can generate great reports

17. Road Map Budget Transfer Budget Coding Report General Clean up
Streamline Excel import process
Tomorrow morning “Predictive Analytics:Tuition Enrolment and Revenue Projections”
Additional Development Series into Finance warehouse
What do you need or want to see?

19. Shameless Plug
We are discussing on Thursday morning Tuition Enrolment and Revenue Projections, and how that data could flow into FLAC and also budgeting.
Come and share your thoughts
9:00 am Thursday in Crystal Ballroom

20. Questions ?