University Budget Office


CFS Budget Training

This PowerPoint will assist with navigating you through the Manage My Budget report within Data Warehouse. You will learn how to select filter and change column header to run a report that best fits your unit's needs. Please reachout to with any questions or if you would like to schedule a one-on-one meeting with a budget team member to help walk you through this report.  

Budget Transfers

Departments can adjust their budgets or allocate budget to other departments using the Budget Transfer Template.

Budget Support Tool

The budget support tool is an Excel-based budget and financial projection tool to assist departments in reconciling budgets. The tool is customized for each department, along with personal training to help the department build and maintain a fiscal year budget projection that's based on real data pulled from Insight reporting. If you would like to have a tool created for your department, please contact us(opens in new window).

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