Office of Budget and Financial Planning
Job aids for our new budgeting system, also known as Adaptive Planning, are now available! You can view them in the Adaptive Planning section.
Questions regarding Funding Distribution Requests (formerly EDRs) should be directed to firstname.lastname@example.org.
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.
The below job aids have been created to help users navigate the budget reports and budget changes in PeopleSoft Financials.