Office of Planning and Budgets Budget Planning and Analysis. Budget Profiles General University Accounts

Transcription

1 Office of Planning and Budgets Budget Planning and Analysis Budget Profiles General University Accounts

2 YOU ARE ACCESSING THE PRODUCTION ENVIRONMENT Revise Data With Care During Training Session

3 Acronyms OPB: Office of Planning and Budgets BPA: Budget Planning and Analysis PA: Planning Analytics PRF: Budget Profiles KFS: Kuali Financial System GU: General University Accounts

4 Steps to Open Planning Analytics for Training 1. VPN using CampusAd or MSUNet Realm 2. Login using URL for the Planning Analytics site: 3. Enter Password 4. Enter Two-Factor Authentication (as needed)

5 Overview Resources Guides Security Groups Application Location and Web Browsers Training Resources Application Overview Mentions

6 Resource Guide This resource guide for Budget Profiles and information on setting up VPN Connection are available on the Budget Planning and Analysis web page Will also serve as the landing page for any/all pertinent information

7 Security Groups Budget Profile application uses PRF security role. Security roles are by organization and application. PA / Organization / SUBMIT or VIEW. PA / Application / SUBMIT or VIEW. Example of security groups: /group/ebs/pa/ submit or VIEW /group/ebs/pa/prf-submit or VIEW

8 Path to Application Enter the URL for the Planning Analytics site: or log in through the EBS website (ebs.msu.edu) and click on the Planning & Budgets tile REMEMBER Take Ownership to Enter Data and Save Often CURRENTLY REQUIRES VPN Prefers Chrome, Edge, Firefox browsers IE compatible with some adjustments

9 Planning Analytics Training Overview Each module features its own set of training Formal training sessions (available for registration through EBS) Each training available for Zoom remote participation Resource guides for each module BPA resource webpage updated for all current content Be in touch we don t know we have issues in some cases until you tell us!

10 Unit Control Number and General Fund Unit Budget Planning Data Flow Budget Profile Application Model Flow

11 Action Menu Action Menu ( ) for print selection and reset views Commit ( ) save data (about 30 minutes until times out) Take Ownership ( ) activates ability to insert data Submit ( ) approval and lock application Autofit ( ) adjust column width

12 Budget Profile Tabs Shown when Account is selected. Shown when Organization is selected. PRF-Input: Input tab to enter narrative together with current and future year budget projections. Also includes primary contact, historical financial data, and approval status. Historical data updated daily. PRF Budget Profile YoY: Year-over-Year summary of approved and projected budget amounts. Same information is listed on the PRF-Input sheet. PRF Account Attributes: Primary contacts for Budget Profiles. Other users have access to the application per their security role.

13 Budget Profile Input Sheet Enter data within fiscal year Review contact information. Status of request is either Not Viewed, Under Review or Complete. Budget Request Narrative is a required section to complete. Indicate if an attachment be being sent to Charmaine.

14 Budget Profile Input Sheet (Continued) Enter a brief narrative for above sections. No formatting such as paragraphs, bolding, etc. Some input has been entered from previous documentation. Revise where needed. Additional narrative can be sent to Charmaine Shellman at cshellma@opb.msu.edu.

15 Budget Profile Input Sheet (Continued) Required section to enter justification for budget request.

16 Budget Profile Input Sheet (Continued) Displays historical data. Enter current year s projected expenditures-- shown as negative amount. Enter next year s budget request. Displays approved allocation. Enter projected percent change for next 5 years.

17 Budget Profile Steps 1. Review header information. 2. Complete narrative sections. 3. Review historical information. 4. Daily current fiscal year s financial data is updated in application. Upon submit, CY Account Expenditures will no longer update. 5. Project expenditures for balance of current year. 6. Enter next year s budget request. 7. Enter projected percent increase for next 5 years. 8. Submit ( )PRF application by January 11th.

18 Steps to Print 1. Select Action Menu Icon ( ) 2. Right Click and Select Export 3. Select Snapshot to Excel 4. Click on OK 5. Select Open 6. Format sheet and print

19 Mentions Updated information on status of request. Over the years, will contain historical data. Take Ownership ( enter data. )once the application is open to Release Ownership by going to index screen and clicking on this icon ( ). Make revisions and submit PRF by January 11th. Save frequently, about half an hour expiration.

20 For Planning Analytics Questions, Contact Charmaine Shellman or Bill Buddle or Val Noel

21 For Funding and Allocation Questions, Contact Brent Johnston