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Planning and Budget Resources and Forms

In this section

Budget Development (Hyperion) - Under Review

Instructions
Budget Development Checklist
Budget Development Process for Business Administrators
Budget Reduction Form (FY25) 
Hyperion Reports Mapping Detail 
Hyperion Training Manual

Budget Initiative Planning - Under Review

Instructions Forms
Budget Initiative Request Form Instructions Budget Initiative Funding Request Form

Current Year Budget Request - Under Review

Instructions
Budget Request Form Instructions

ePRFs - Under Review

Instructions
ePRFs- Approval Process

Hyperion Security Access - Under Review

Instructions
Hyperion Budget & Planning (CoogPlan) Request Instructions

Journal Entries - Under Review

Instructions Forms 
Request to Budget New Revenue and/or Fund Balance  Request to Budget New Revenue and/or Fund Balance (Fillable Form)
Budget Journal- Additional Information  
Budget Journal- Approval Process  
Budget Journal- Creation and Processing  
Budget Journal Workflow Examples   
Budget Journal to Journal Entry Translation Chart  
Budgeting Fund Equity  
General Ledger Journal- Processing Fund Equity Journals  

Tuition and Fee Process - Under Review

Instructions Forms
Process for Tuition and Fee Requests Tuition & Fee Request Form - Docusign
Tuition and Fee Request Instructions  

CBOC Meeting Documents

Includes the Agendas, Recap Notes, and PowerPoints from all of the FY 2024 CBOC Meetings.

June 2024

April 2024

February 2024

January 2024

December 2023

November 2023

October 2023

September 2023

Past Meeting Agendas

Past Meeting Agendas

Past Meeting Recap Notes

Past Meeting Recap Notes

Past Meeting PPTs

Past Meeting PPTs