1. Beginning EPM User Training
BUDGET CYCLE 19-20
Sharayne Farnsworth
Sandy Hughes
Ethan Hacker

2. Why am I Budgeting? Strategic Planning USHE Reporting
Executive Leadership Review
Fiscal Responsibility
Holistic University Budget

3. Budget Process Timeline
~1/22
EPM Open
2/11 to 2/15
EPM Training
~2-22
Forecast Milestone
~3/01
Budget Non-Personnel Milestone
3/14 & 3/21
~ Legislature Session End Date – Presidents Letter Issued
~3/25 – 4/28
Completed Budget Due before Meetings
~3/25 to 4/28
SVPAA Budget Meetings Begin & Orgs Lock
Select Orgs Open as Permitted until 5/26
6/3
D-Jobs Available to Update
~6/10 to 6/21
DMU

4. EPM Budget Input Overview Generally Summarized in 3 Steps
Input Forecast & Budget & Multi-Year Numbers
Review Required Reports & PDF Them
Lock Orgs

5. Training Overview EPM Website & Citrix Portal Logging into EPM
Main Menu & Navigation
Input Templates
Required Reports, Printing to PDF & Locking Org’s
Optional Reports
Variance Reporting Workbook

6. Salary Justification Report
[ Bud CR Minus ( - ) 7/1/18 Act CR]
7/1/18 Act CR
CR = Comp Rate
Bud = Budget
Act = Actuals
[$125,000 Bud CR ( - ) $110,000 Act CR]
$110,000 Act CR
13.64% =
Rule for Salary Justification Report: If an employees percent increase is beyond the approved salary guidelines as issued by the President, then they will need to be included on the Salary Justification report.
*Therefore…don’t forget to include employees who:
Were reclassified or promoted
Received a mid-year/cycle increase
Other (Check with Sandy Hughes)

7. Calculating Personnel Expense
Insert Personnel Exp into Input Template
Three important data tools to calculate personnel expense for EPM
D-Jobs
U Information Library
Management Reports
Pick a Data Tool
Dump Info to Excel
Calculate

8. Need a refresher? Review the EPM User Guide on the EPM Website
Questions?