1. Office of Planning and Budgets
Office of Planning and Budgets
Budget Planning and Analysis
Research Facilitation Allocation
Revenue Based Initiatives

2. Overview Resource Information Security Groups Training Resources
Application Overview
Mentions

3. Resource Information
The resource guides for Research Facilitation Allocation (RFA) and Revenue Based Initiatives (RBI)
are available on the
Budget Planning and Analysis web page
Will also serve as the landing page for
any/all pertinent information

4. Security Groups
RFA and RBI applications have different security roles.
Security roles are by organization and application.
PA / MAU or Organization / SUBMIT or VIEW.
PA / Application / SUBMIT or VIEW.
Example of security groups (only MAU level):
/group/EBS/PA/ RFA-SUBMIT or VIEW
/group/EBS/PA/ RBI-SUBMIT or VIEW
/group/EBS/PA/RFA-SUBMIT or VIEW
/group/EBS/PA/RBI-SUBMIT or VIEW

5. Web Sheets and Cubes
Tabs showing icons that look like a spreadsheet ( ) are web sheets containing selection fields.
Those that display icons that look like a cube ( ) are dimensional which can be changed to show different data in grid.

6. 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

7. Steps to Print Select Action Menu Icon ( )
Right Click and Select Export
Select Snapshot to Excel
Click on OK
Select Open
Format sheet and print 

8. Steps to Reset Application Views
Select Action Menu Icon ( )
Right Click and Select Reset data
 Note: It is helpful to
“Reset current view”
after making changes
within a cube.

9. Research Facilitation Allocation Model Flow
Unit Control Number and General Fund Unit Budget Planning Data Flow
Research Facilitation Allocation
Model Flow
Credit distribution
Overhead Mar-Feb
MAU / CUC finance structure

10. Research Facilitation Allocation Tabs
Tabs within RFA
RFA Trend CUC: 5 year trend of RFA by MAU and CUC
RFA CUC Summary: MAU Allocation, Dept Allocation, and Special Adjustment totals by CUC
RFA Account Detail MAU: Detail account information by MAU
RFA Account Detail CUC: Detail account information by CUC
RFA Detail: Cube view of all account data
Special Adjustment: Any special adjustments

11. Research Facilitation Allocation Trend
5-year trend of total RFA by MAU and CUC with % of change
Total RFA = Dept 10% + MAU 10% + special adjustment (if applicable)

12. Research Facilitation Allocation Summary
Dept Allocation, MAU Allocation and Special adjustment totals
Drill to detail – need to take ownership, drill at either Dept or MAU Allocation

13. Research Facilitation Allocation Account Detail MAU
Dropdown to change MAU Allocation or DEPT Allocation
Includes all CUCs in the MAU
Includes all accounts the MAU has a credit share

14. Research Facilitation Allocation Account Detail CUC
Dropdown to change MAU Allocation or DEPT Allocation
Dropdown to change CUC
Includes all accounts the CUC has a credit share

15. Research Facilitation Allocation Detail
Multiple dropdown dimensions for slicing of data
Can make charts with buttons on menu bar

16. Research Facilitation Allocation Steps
Review account allocations for accurate credit distribution
If discrepancy is found, submit a new transmittal in KC
Once entries are reviewed, submit application

17. Revenue Based Initiatives (RBI)
RBI application is used to determine the revenue pass through to the MAU
Typically, SCH / enrollment projection is made for the coming year based on previous year tuition
True up at the end of the year using actual SCH / enrollment and tuition
Program share applied to the MAU Budget Allocation application
Contains historical data for all programs since

18. Revenue Based Initiatives Tabs
Tabs within RBI
RBI Trend: Trend of actual RBI allocation
RBI Profiles: Narrative for program data
RBI Request: Enter projection for allocation
Actual Detail: Detail data for the actual SCH/headcount
RBI True Up Summary: True up data including eDoc information

19. Revenue Based Initiatives Trend
Trend of RBI actual allocation

20. Revenue Based Initiatives Profile
Data from prior fiscal copied to new fiscal year

21. Revenue Based Initiatives Request
Required-Semester, Student Level, Residency
Total Program Allocated links to Budget Allocation

22. Revenue Based Initiatives Actual Detail
Detail data representing actual revenue
Various data elements per program

23. Revenue Based Initiatives True Up Summary
Request summary – Actual summary = True Up
True up by program and total by MAU
eDoc details

24. Revenue Based Initiatives Steps
Complete the ‘Profile’
All narrative from previous FY loaded
Complete the ‘Request’
Semester / Student Level / Residency required fields

25. Mentions Take Ownership ( ) to enter RBI request
Release Ownership by going to index screen and clicking on this icon ( )
Review and submit RFA and RBI by June 10
REMEMBER –Take Ownership to Enter Data and Save Often

26. For Planning Analytics Questions, Contact
Val Noel
Bill Buddle
For Allocation Questions, Contact
Brent Johnston

27. Steps to Open Planning Analytics
Login to EBS Portal
Select Planning and Budgets tile