Budget Request System. Budget Request Submission

Transcription

1 Budget Request Submission

2 Budget Request Submission Agenda Overview Budget Request Form FWABREQ Header Record Line Item Detail Priorities University Goals & Objectives Header Priorities Collaborative Units Making Changes to Budget Request Review

3 Overview UNCW s budget request process is available through Banner forms created to automate and standardize the budget process Budget requests can be entered during the following budget cycles: AA Annual Allocation (March June) BE Biennial Expansion (July August) CITI Campus Initiated Tuition Increase (July Dec) FF Student Fees (Sept Dec) MY Mid-Year Adjustment (Jan March) SB Supplemental Budget (Nov Jan)

4 Submitting Budget Requests Budget requests are entered in Banner on the Budget Request form, FWABREQ Three levels of security Form access Org security System lock out

5 Budget Request Form - FWABREQ To create a new budget request leave the Budget Request ID field blank and click Next Block,

6 Budget Request Form FWABREQ Header Record Title - short description, 35 characters max Budget Cycle - provided by the Budget Office Unit Code division/school Organization department Narrative Description comprehensive description, 500 character max Expected Outcomes Success Measures New Revenue Sources Generated if applicable

7 Budget Request Form - FWABREQ Important Tip Remember to save before leaving each tab Budget ID assigned when header tab is complete and saved

8 Budget Request Form - FWABREQ Wouldn t let me save until the fix is in production.

9 Budget Request Form FWABREQ Line Item Detail Description - short description of item requested Fund fund code to purchase item/service Account account code to purchase item/service Amount enter requested amount in appropriate blocks Whole dollars only

10 Budget Request Form FWABREQ Line Item Detail Facilities Box check box for items for renovations or related expenses Requires special project forms Purchasing Box check box for items requiring Purchasing review Items above the capitalization threshold Items with lead time

11 Budget Request Form FWABREQ Line Item Detail Position Requests FTE for positions only, ex. 1.0 = full time EPA/SPA Position Title classification title Provide position number for existing positions HR Box box is automatically checked for salary account codes SPA - 912XXX EPA - 911XXX

12 Budget Request Form FWABREQ Line Item Priorities Priority Codes combination of codes and levels Codes New, Prior Year, Unavoidable Levels High, Medium, Low Action Code Forward, Hold

13 Budget Request Form FWABREQ Line Item University Goals/Objectives Select at least one University Goal and Objective for each line item

14 Budget Request Form FWABREQ Header Priority For your level code, enter the priority number for the budget request Select the action code, Forward, hold Check the ready for review box when you are finished and the request is ready for the next level to review

15 Budget Request Form FWABREQ Collaboration Unit For detailed instructions see the Budget Request System Collaborations procedures Available on the Budget Office webpage

16 Budget Request Form FWABREQ Making changes to a budget request On FWABREQ, enter the budget request ID, next block. changes to the request can be made until the system is locked at your level. The lock out date is controlled by the divisional VC

17 Budget Request Submission Review Overview Budget Request Form FWABREQ Collaborative Unit Tab Collaboration Form FWABRCL Collaboration Review Budget Request Form - FWABREQ

18 Questions? Need assistance? Call the Budget Office 23914