Budget Planning & Management

Budget Planning

Information on the current budget planning cycle is available in Anaplan. Further assistance can be obtained via your specific Budget Analyst.

Budget management is an ongoing practice.  Managers should be viewing their budgets on a regular basis to ensure accuracy and keep fund availability on track.

Encumbrance Query

Tracking encumbrances and Purchase Orders is key in good budget management. SSB Finance has a featured query for viewing PO’s. From the SSB Finance ‘My Finance’ screen:

• Choose the ‘My Finance Query’ option
• Select the Blue ‘My Query’ button
• From the ‘Select Query Type’ dropdown menu, select ‘Encumbrance Query’
• Set your parameters – typically, querying by Organization code alone is best

Managers working with Procurement and Payment Services need to assess whether documents can be closed and funds released back to the budget.

Budget Adjustments

Plans change, so these tools are to aid in the management of the budget once implemented.  Further assistance can be obtained via your specific Budget Analyst.

• Visit the Before Completing a Budget Transfer page to see what you may need to know before transferring funds in your budget.
• Request for Budget Amendment (PDF)