Budget and Resource Planning and Management

Budget & Resource Planning and Manangement

The Budget Office is responsible with forecasting, analyzing and making adjustments to the University's operating budget. Budget provides support to faculty and staff concerning fiscal inquiries related to budget management, personnel funding and budget compliance. Budget is also responsible for various state mandated reports including the Legislative Appropriations Request.

We service the following processes:

  • Budget Prep Cycle
  • Job Labor Redistributions
  • Job Labor Future Changes
  • Budget Revision Processing
  • Budget Management
  • Position Funding



The Budget Prep modules will be available for entry on May 18, 2015. The final budget is due back to the Budget Office on June 5, 2015 at 5:00 pm. Intermediate deadlines should be determined and communicated by each college and/or division.


The FY 2016 Operating Budget Instructions, which includes merit criteria, can be found at the following link:


Budget Prep Training classes are open for registration. These classes are ideal for administrators preparing budgets for first time. Register via the AFISM Training website:


Budget will run the Nine Month Faculty script on May 8th. This process temporarily places TA, GPTI and faculty positions with factors and pays of 9/9 on leave without pay with benefits status effective June 1st.


Budget Prep is TENTATIVELY set to open May 18th. This date is subject to change as it is dependent on state legislative and administrative mandates.

  • The Budget Revision System will be unavailable due to FY 2013 year-end processing.
  • FY 2014 salary encumbrances will be posted.

Fiscal Year 2013 labor redistributions must have all required approvals and be received by the Budget Office no later than 5:00 PM, Wednesday, September 4th, 2013. FY 2013 Redistributions received after this date will not be processed


The script to return 9 month appointments to active status effective 9-1-13 will run August 30th.


All FY 2013 salary encumbrances will be liquidated on August 23rd. This is prior to the final FY 2013 monthly and semi-monthly payrolls; therefore, available balances in salary pools will be over-stated. Monitor budgets to ensure adequate funding is available in the appropriate salary codes.


Review FY 2014 appointment data to ensure the salary and associated funding source(s) are correct. If an ePAF was processed after Salary Planner was locked, it is important to verify that the appointment is reflected correctly to ensure that employees are paid correctly. Review HR121 in Cognos to verify.


The Budget Prep modules are now open for charts T and S. The final budget is due back to the Budget Office on June 14, 2013. The FY 2014 Operating Budget Instructions which includes merit criteria can be found at the following link under the Budget Prep tab: http://www.depts.ttu.edu/budget/budgetPrep/budgetPrep.php


Budget Prep Workshop registration is now available. Budget Prep Workshops provide a hands-on opportunity to work with a budget analyst on any questions you have about your entries into the system. Prepare before you come by assembling your questions, notes/worksheets, and reports so that you can maximize the time you spend with a budget analyst. Budget Prep Workshops begin on Monday, June 3rd and continue daily through June 13th. Registration is required and available now on the AFISM class registration site:


Budget Prep is TENTATIVELY set to open late in May or early in June. The official open date is dependent on final mandates being passed down from management and the Legislative Budget Board.


Budget Prep Training classes are for department administrators who will prepare and submit budgets for next year. This training session is offered in two parts: Part 1 is an overview that allows Q&A for administrators who are coming for a refresher, followed by a break if they want to leave; Part 2 continues the presentation for all new Budget Managers, discussing Salary Planner and Budget Development, the two online applications used to prepare and submit budgets. New for this year are revised Budget Prep Guides and online resources.

  • Monday, May 20th, 3-5 pm
  • Tuesday, May 21st, 1:30-3:30 pm
  • Thursday, May 23rd, 9-11 am

Register for Training at


Budget Office will run the Nine Month Faculty script on May 9th. This process temporarily places TA, GPTI and faculty positions with factor and pays of 9/9 on leave without pay with benefits status effective June 1st.


Prep preview reports HR103 and FI202 are available to plan for Budget Prep.

  • Public Folders> Human Resources >Departmental Users>Employee Appointment Reports>HR103 - Preview Employees for Salary Planner.
  • Public Folders>TTU Finance>Budget Reports>FI202 - Preview Budget Development

A Pre-Prep Checklist is available to walk departments through tasks that can be done now to assist with the annual prep cycle.


Early Budget Planning clases are being offered for new business managers to present the Pre-Prep Check List and the Cognos Reports that can be used for planning prior to Budget Prep. The classes will be available as follows:

  • Monday, April 22nd, 9:00 - 10:30 am
  • Friday, April 26th, 9:00 - 10:30 am

Registration will be available on the AFISM website beginning April 8th.


Ensure funds are available in budget pool 6Z0 prior to submitting labor redistributions, ePAFs, EOPS and Future Forms.


Organization Financial Manager or Approver defined in TEAM for the Organization(s) that funds are being redistributed to is required for all Labor Redistributions and Future Forms.


Please review 2013 appointments at the following path: Budget>Budget Human Resources Reports>RPT NBAJOBS 007 – Current and Future Appointment Report.


A budget report is available to assist departments with managing negative balances. This report displays the entire budget for the FOPs where a negative budget situation exists in account types 60 and 70. The report is available at the following path:Budget > Budget Financial Reports > Budget Financial Edits >EDT BAVL 067 - Negative Account Type (60’s & 70’s)

Budget Calendar