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Budget Planning & Management

Budget Planning

Information on the FY21 budget planning cycle will be available in the fall. 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 Accounts Payable, 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.