Annual Budget Requests
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1 Annual Budget Requests Office of Budget & Fiscal Planning
2 Table of Contents Logging into Adaptive Insights for the First Time... 2 Budget Change Request... 4 Capital Request... 6 SPIF Request... 8 Exporting To Excel Budget Office Contact Information Page 1
3 Logging into Adaptive Insights for the First Time NOTE: Adaptive Insights works best with Internet Explorer or Mozilla Firefox. If you have any issues with a browser, please contact the IT Help Desk at ext Go to Login with your username (same as your Ramapo address) and password (your name then continue on page 4. Ex: Username: budget@ramapo.edu Password: budget If you forgot your password, click on Forgot your password? Enter your address and click Submit. Check your and click on the link to reset your password. Type in your new password, then type in the same password to verify. Click Submit. NOTE: You may re use an old password. Page 2
4 Click on the drop down arrow next to the person icon in the top right corner. Then, click settings. On the top line, type in the password given to you (as told on the previous page) in Old password. In New password and Verify new password, type in the new password. NOTE: You may re use an old password. Click Save when finished. Page 3
5 Budget Change Request Go to the Navigation Icon. Highlight SHEETS, choose Budget Change Request Input Sheet. Make sure you are in version Revised Budget 2017 by checking here. If not, click the drop down arrow and select Revised Budget Choose the appropriate Level/Organization by clicking the drop down arrow here. Type the org code, hit enter, and select the Org code from the list Page 4
6 On the toolbar, click the Add Row icon. Under Division, select the appropriate Division from the drop down menu within the cell. HINT: You may also type in the Division code Then, press Enter Under Unit s Description of Request, enter the description. Under Amt Requested, enter the amount being requested. Under Recurring YES/NO, select either Yes or No from the drop down menu within the cell. Under Strategic Objective, select the appropriate Objective from the drop down menu within the cell. Under Goal Description, enter a description of the goal and how it relates to the Objective Click Save when finished. Documentation for Budget Change Requests Any written documentation that supports your request is helpful for Division VPs and the President s Cabinet to understand how the project will support the Objectives of the College s Strategic Plan. all supporting documentation for Budget Change Requests to budget@ramapo.edu with FY18 Budget Change Documentation in the subject line. Page 5
7 Capital Request Go to the Navigation Icon. Highlight SHEETS, choose Capital Input Sheet. Make sure you are in version Revised Budget 2017 by checking here. If not, click the drop down arrow and select Revised Budget Choose the appropriate Level/Organization by clicking the drop down arrow here. Type the org code, hit enter, and select the Org code from the list Page 6
8 On the toolbar, click the Add Row icon. Under Division, select the appropriate Division from the drop down menu within the cell. Under Project Title, enter the title of the project. Under Amount Requested, enter amount being requested. Under Project Location, enter the location of the project. Under Description of Capital Request, enter a description. Under Strategic Objectives, select the appropriate objective from the drop down menu within the cell. Under Achievement Targets, select the appropriate achievement target from the drop down menu. Under Goal Description, enter the description of the Goal. Click Save when finished. Documentation required for all Capital Requests all supporting documentation for Capital Requests to dechols@ramapo.edu with FY18 Capital Request Documentation in the subject line. Capital Requests documentation required Please provide a description of this project with details, justification, expected outcomes and connection to Strategic Planning Initiatives/Priorities and/or Facilities Master Plan. Include if there is an effect or impact on the following items along with an explanation: 1) Environmental, Health & Safety 2) Compliance with Federal, State or local mandates 3) Asset protection or critical maintenance 4) Relation to other capital projects 5) Implications of deferring the project 6) Alternatives explored 7) Cost savings or avoidance 8) Cost Estimate (may consult with Office of Facilities or Capital Planning). Attach additional sheets, supporting documentation such as quotes or any other relevant information Page 7
9 SPIF Request Go to the Navigation Icon. Highlight SHEETS, choose SPIF Input Sheet. Make sure you are in version Revised Budget 2017 by checking here. If not, click the drop down arrow and select Revised Budget Choose the appropriate Level/Organization by clicking the drop down arrow here. Type the org code, hit enter, and select the Org code from the list Page 8
10 On the toolbar, click the Add Row icon. Under Division, select the Division from the drop down menu within the cell. Under Planning Unit, enter the Organization Unit. o NOTE: The Organization/Level can be the same as the Planning Unit. Under SPIF Amt Requested, enter the amount you are requesting. Under Unit s Description of Request, enter the description of the request. Under Strategic Objectives, select the appropriate objective from the drop down menu. Under Achievement Targets, select the appropriate achievement target. Under Metric, enter the metric used to measure progress towards the goal, objective, and target listed. Click Save when finished. Page 9
11 Documentation for SPIF Requests Any written documentation that supports your request is helpful for Division VPs and the President s Cabinet to understand how the project will support the Objectives of the College s Strategic Plan. Please include a metric that you intend to use to measure progress towards the goal, objective, and target listed. Also, add the baseline or current state (where the metric is now) and indicate the degree of change (target) that will occur due to SPIF funding. The metric must provide the means to analyze end of project or annual performance against baseline performance and must provide a way to measure the effectiveness of your SPIF funded project, action, or strategic change. This information will be included in the documentation provided to Cabinet for their review of your request. If you are successful in receiving SPIF, at the end of the Planning Year for which SPIF funds were sought, you must analyze and report how the funds helped your unit advance the College s achievement of its Strategic plan goals, objectives, and targets. all supporting documentation for SPIF Requests to dechols@ramapo.edu with FY18 SPIF Request Documentation in the subject line. Page 10
12 Exporting To Excel After completing either of the input sheets, click the printer icon on the top menu bar Click OK, and the sheet will open in Excel Page 11
13 Budget Office Contact Information Beth Walkley Director of Budget & Fiscal Planning Office: M207 Phone: (201) Kathy Stathis Sr. Budget & Systems Analyst Office: M209 Phone: (201) Merita Larti Financial Analyst Office: M211C Phone: (201) Alexia & Danielle Budget Analyst Interns Office: M205 Phone: (201) Page 12
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