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

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, and is fairly easy to do in ASIST.  Under the Finance heading in ASIST, select Encumbrance Query and set your parameters – typically, querying by Organization code alone is best.

Your results will look something like this:

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.

• Before Completing a Budget Transfer – Visit this page to see what you may need to know before transferring funds in your budget.
• Request for Budget Amendment (updated September 2022)