1. Budget Training: Development and Position Planning
Rob McMicking
Charles Lazenby

2. Budget Development Approvals
FAST Budget module overview
Position Planning
Budget Development
Budget Development Approvals
Base Budget
Budget Transfers
Adjusted Budget
Post to ERP
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. 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

7. New and noteworthy Restricted Series XL import page back
Enhanced Development copy features
Updated Budget Series copy to Development

8. Roadmap DSU on popup, and add before record saved
Development Update Data
Further enhanced copy features
Grouping of Series
Update pop up to include spreading model
Add SAL security on Deventry
Add ability to lock Position Series
DSU on popup, and add before record saved
Roles to control balanced vs unbalanced budget transfers
Mass increase to specific months