How to Enter Your Department’s Operational Budget Request Within FAST

Logging Into the Application Visit the A&F Home page 1.“Select A&F Computer Based Applications” from the left side menu 2.Select “FAST Application” from center menu selection 3.Visit the Office of Budget and Financial Planning Web Page 1.Select “FY11 Budget” from the left side menu 2.Select “FAST Application” from center menu selection

Logging Into the Application 3. Click on the button labeled “Login 2. Enter your “Password” – This is your umb.edu password 1. Enter your “User name” – This user name is your UMB name without

Entering your FY11 Operation Budget Request In the upper right side of the screen select “ Budget and Forecasting”

Choose Fiscal year “FY11 – NEW”, then click submit Entering your FY11 Operation Budget Request

Click on Edit your budget by Fund and or Dept/College/VC Rollup add new position requests Entering your FY11 Operation Budget Request

How to select what Department Code you enter into FAST If you would like to look at on specific Department please put in the complete 9 Digits into the Field Marked Deptid. For example: Biology would be B If you would like to look at on all department ids that make up a Department please put in just the first 4 Digits into the Field Marked Deptid of the group you would like to look at For example: For Student Affairs and all of its sub departments you enter B0016. This will provide you anything starting in B0016 If you would like to look at a complete VC area or a college please put in you B9 level Information. For example: To see everything under athletics the B9 number is B If you need assistance finding your B9 number please contact the Analyst assigned to your areas in the Office of Budget & Financial Planning

Enter Department Code that you would like Step 1 - Type in criteria in field next to magnifying glass (the “B” is case sensitive and should be a capital “B”) Step 2 – Click on green plus symbol Step 3– Click on Execute Report Button

Definition of “My Budgets” Column Headers within FAST FY Base Budget Req – The column labeled “FY11 Base Budget Request” should be an estimate of the cost of doing in FY11 the activities that your unit is doing in FY10. The base budget by Vice Chancellor / Dean / Department can be found at the bottom of the FY11 Base Budget Request column. New Strategic Req – If your unit wishes to ask for new resources for programs and activities that will advance UMass Boston’s strategic goals, you should submit those requests in the column labeled “New Strategic Requests.” Reduction Scenario – This will represent the amount you are reducing your base budget per memo from the Assistant Vice Chancellor of Administration & Finance

Definition of Gray Area Rows at Base of Columns Within FAST Base Budget – Estimate of doing in FY11 the activities that your unit is doing in FY10 (In most cases, level funding) Variance – Your FY11 request minus your FY11 Base Budget allocation

1 st Drill Down Screen from the B9 level This includes the following: 1) Two Years of Actuals 2) FY11 Base Budget request Rolled up 3) New Strategic Request Rolled up 4) Reduction Scenario Rolled up 5) Click Here to Drill Down to next level FY10 includes encumbrances and actuals as of

1 st Drill Down Screen from the B9 level (Cont.) This includes the following: 4) Reduction Scenario Rolled up 5) Click Here to Drill Down to next lower level Please disregard the FY11 and the TBD columns throughout this process

2 nd Drill Down Screen from the B9 level Click Here to continue to drill down

Definitions for 3 rd Drill Down Screen from the B9 level 1) Non Project Grant – Includes all funds excluding Grants funds and (ESS) & (Gifts) 2) Rev_Driven – Funds include (ESS) & (Gifts)

3 rd Drill Down Screen from the B9 level Click on Specific Fund Type to continue to drill down

4 th Drill Down Screen from the B9 level Click on Which Fund You would like to work on

5 th Drill Down Screen from the B9 level Click on Which Chartfield You would like to work on

6 th Drill Down Screen from the B9 level You will Notice that you payroll & Fringe for authorized benefited positions are already added to your FY11 Base Budget Request. If you would like to request a new position, Please refer to the how to add a new position request in FAST job Aid.

6 th Drill Down Screen from the B9 level – View You will see two years of prior actuals and FY10 actuals plus encumbrances through

6 th Drill Down Screen from the B9 level – Entering Data 1) Please select and click on which cell you would like to enter data into

6 th Drill Down Screen from the B9 level – Entering Data 1) Please enter in a description of your request. IE – travel for conference 2) Please enter in your request or change to the current request. 3) Click on Save & Close

Please click on Refresh to see your new totals

What do I Do if I do not see an account code we would like to charge to in FY11?

Step 1 – Click on “View all transactions and add new items.”

Step 2 – Click on the green Plus symbol located at the bottom left hand corner of the page.

Step 3 – Enter data into all areas marked with a red star 1) What series are you working in? FY11 Base, New Request, or Reduction Scenario 2) What is your account number you would like entered 3) Request / Justification Information 4) Request Type – Payroll or non payroll 5) Amount you are requesting - Disregard verbiage “ Base Salary “ if non payroll request 6) Click Save and then Red “X” to exit

How Can I add Supporting Documentation?

Step 1 – Please click on the “Drill Down to Detail” link

Step 2 - Click on the paperclip to the left of the department number

3. Click on the Green Plus Symbol 4. Add any Comments you would like added about document

5. Click on “Browse” & add your document6. Click on Upload File

Completed File Upload 1. Upload File Review 2. You will notice a Red Star Next to the Paper clip. This means there is a document for review 3. To review the Document please click the red Star

What Do I Do I need help with the FAST Application? Please contact the Office of Budget & Financial Planning to assist you in updating any incorrect information. (Please refer to the list below for the appropriate person for you to contact) AreasOBFP Contact CollegesJosephine Sturgis – CCDE, ITNeil Rosenburg – All other Academic Affairs, AthleticsDorothy Baxter – A&F, Enrollment Mgt, GRPA, Student Affairs, University Advancement Ron Bennett – Technical questions about FASTSean McInnis –