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Budget Office

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Office of Budget and Financial Planning

News

Budget onboarding videos are now available in General Information – Budget Background & Facts.

The FY 2023 budgeting window is scheduled for April 4th through April 30th in Adaptive.  During this time, users may review their existing budget data, make modifications, and input any new data.  Any org- and department-level submissions and approvals must occur during April, so that the college-level or final unit level (for non-academic areas) can be submitted to the Budget Office by April 30th.  Are you new to the process, or just need a refresher on how to submit?  The Budget Office will reach out to all academic and non-academic areas in the coming weeks to offer a review, and we also have a budget submission job aid available in the Adaptive Planning section of this website.

Job aids for our new budgeting system, also known as Adaptive Planning, are now available!  You can view them in the Adaptive Planning section.

Temporary Budget Revisions can be submitted through the Cost Transfer Module in PeopleSoft Financials.

Permanent Budget Revisions (those affecting the coming fiscal year) will be processed in the university's budget system, Adaptive Planning, during a budget window to be determined each spring.  Notification of budget window dates will occur no later than February 1 each year.

Users may access information directly through the tabs on the left concerning budget revisions, and fringe benefits information.

Please proceed to General Information for a review of the budget process, a timetable, a glossary of terms, and a section for frequently asked questions.

 

Training

The below job aids have been created to help users navigate the budget reports and budget changes in PeopleSoft Financials.

Please notify the Office of Budget & Financial Planning at budget@ou.edu if there are individuals who would like to attend a budget system training session.  These sessions are offered periodically and those interested will be contacted when the next one is planned.

 

Questions

Please contact us with your questions.  405-325-5511 or budget@ou.edu.