1. BUDGET PROJECTION TOOL SURVEY “Forecasting, Projecting, Planning, Spend to Zero, etc.” Deborah Harper, Administrator, CSDE Angelica Hernandez, Administrator, American Ethnic Studies Wendy Star, Administrator, Sociology Nick Yasinski, Administrator, Biostatistics Dinah Millikin, Business Intelligence Engineer, Finance and Facilities Decision Support

2. Proposal Budget vs. Spending Changes: Dates Rates Salaries Personnel Prices

3. Even a seemingly small change can make a huge difference in trying to spend the grant on time and “to zero”.

4. Excel, Access, Other SHADOW SYSTEMS

5. Excel Projection APC Membership Serices $ 2,000.00 Methods Core DDI Membershp Services $ 1,000.00 Seed Grants Services $ 30,000.00 Postage and Shipping Services $ 200.00 Photocopy Maintenance Services $ 600.00 Lab Maintenance Services $ 3,000.00 Computing and Telecom not from UW Services $ 9,822.00 Curran, Ellis, Hyllegard, Brindle, Biodem Trainee to PAA Travel $ 9,000.00 Methods and Data Core Travel Travel $ 3,600.00 Office Supplies for Admin and Info Core Supplies $ 2,800.00 Lab Suppies for BioCore Supplies $ 4,000.00 Archiving Supplies for Computer Core Supplies $ 1,000.00 Methods and Data Core Acquisition Supplies $ 1,000.00 Software for Server Supplies $ 5,492.00 TOTAL: $ 79,737.00

6. Online Tool Based on Financial Desktop Show expenditures month by month Ability to edit future months Salaries by % (similar to Budget Module which draws salaries and benefit rates from payroll) Could be used for other types of budget projection (not just for grants) Start with something simple and useful for most purposes.

7. Next Step: Catalyst Survey Yes No MRAM Budget Projection Project Tool Survey Question 1. Do you use a shadow system to project budgets (grant or other type)? Required. Next >>