Budget Training: Development and Position Planning Rob McMicking rob@mcsl.com Charles Lazenby charles@mcsl.com

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

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

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

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, email me and I will send it

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

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

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