Budget process: weekly roundup - April 28

April 28, 2017

Divisional Finance Leaders,

This week's news

Introducing new CalPlanning FTE report
To support analysis of the Full Time Equivalent (FTE) levels of our campus workforce, we load monthly actual payroll percent time worked from the Payroll Personnel System (PPS) on a monthly basis into CalPlanning's compensation reporting module, Human Capital Planning Reporting (HCPRptg). 
There is a new report now available to support your FTE analysis: Job Code Trend by Actual Payroll $ and FTE (HCP003). You'll likely recognize this report as the one featured on your divisional budget dashboard. We invite you to review this job aid to learn more about using the report. Also, if you haven't yet checked out the two pre-existing reports - Employee Salary by Fund (HCP001) and Comp and Non-Comp Expense Variance (HCP002) - we encourage you to do so. Questions, please contact the Help Desk at calplanhelp@berkeley.edu
Form As loaded into CalPlanning
All Form As have been loaded into CalPlanning for the FY2017-18 Operating Budget. Questions, contact dfl_concierge@berkeley.edu with "Form A" in the subject line. 
CalPlanning assistance available locally and centrally, budget lab this afternoon
As the budget submission deadline approaches, the CalPlanning CSS Help Desk is receiving higher call volumes. Please remind your financial analysts that in addition to the Help Desk, they also have help available in your divisions via your local tool assistants. Local assistants are pros at answering questions about using the CalPlanning tools to support your local budget process. 
Within the Office of the CFO, we've also offered weekly working budget labs for all new finance analysts since training classes concluded in February. There are two sessions remaining before budgets are due: today, April 28, from 1-3pm and Wednesday, May 3, 1-3pm. Your staff are invited to visit the CalPlanning website to learn more and sign up for a session. 

Next week's news

Final budget materials and Q3 variance reports due May 5
Complete your budget, send your final budget submission materials, and return your completed Q3 variance report (delivered via email Thursday, April 20) to the CFO's Financial Planning & Analysis Team at dfl_concierge@berkeley.edu by Friday, May 5 with "Final Budget Submission & Q3 Variance Report" in the subject line.

Website hub with timeline and resources

We appreciate that there are many moving pieces to manage every year during the budget process - you can keep track of all the essentials, including the timeline and resources, on the Office of the CFO budget process website hub at cfo.berkeley.edu/budgetprocess.

Thank you,
Financial Planning & Analysis Team
Office of the CFO