FY2019BudgetDevelopment

TrainingManualand

ReferenceGuideforFY2019

“PLAN”(Non-CompensaDon)BudgeDng

usingOracleHyperion

SmartView

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Hyperion Log-In Instructions: Supported Browsers:

Firefox (see next page) or Internet Explorer (version 9 or lower) Hyperion URL: https://foundation01.clemson.edu:4443/workspace/index.jsp Log in with your Novell user name and password

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InstallaDonofOracleSmartView:

Makingtheseselec@onswillbeginthesetupwizard.Youwillneedtoselect“SaveFile”inordertosavetheSmartView.exefileontoyourcomputer(itisrecommendedthatyousaveittoyourdesktop)andthenopenthefilebydouble-clickingonthefileicon.Select“Run”forinstalla@onandcon@nuetoclick“Next”tocompletesystemconfigura@on.Theinstalla@onises@matedtotakeapproximately5to10minutes.

OnceHyperionhasbeenmadeatrustedsiteandyouhaveloggedintothesystemusingyourNovellusernameandpassword,youwillneedtoinstallSmartView.NOTE:BesurethatallMicrosoXOfficeWindowsareclosed(MicrosoXOutlook,Excel,Word,etc.)!!Forinstalla@on,selectToolslocatedontheHyperionribbon,InstallandthenSmartView,asshowntotheleX.

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SmartViewConnecDonandURL:Thenextstepistoreplacetheexis@ngaddresswiththecorrectSmartViewURLaddressaXeraaemp@ngtoconnectbyselec@ngtheitemslistedbelow:

SELECT:•  SmartViewribbon•  Panel•  Sharedconnec@on

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SmartViewURL,cont’d:

(Anerrormessagemayappear,ifsoreplacetheURL)SELECT:•  Modify

(Op@onsscreenpopup)•  Replacetheexis@ngurlwith:

haps://founda@on01.clemson.edu:4443/workspace/SmartViewProviders

•  SelectthedownarrowbesidetheOKtosetasdefault,whichwillsavethesesefngs.

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ConnecDonSetupRequirements:Connec@ngtoHyperionrequiresthesystemtoallowfortheretrievalofalldata;therefore,specialdataop@onsmustbesavedasdefault.Theusermaychooseto“Suppress”dataaUerinforma@onhasbeenretrievedforread-onlypurposes.Completethefollowingstepstoassureconnec@onissuccessful.SelectSmartView–Op@ons–DataOp@ons.The“NoData/Missing”,“Zero”&“SuppressMissingblocks”selec@onboxesshouldNOTbechecked.Itisrecommendedthatthisselec@onissavedasdefaultbyclickingthedownarrowlocatedbesidethe“OK”buaonshownbelowandselect“SaveasDefault”sothatsefngsaresavedforallfutureconnec@ons.

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ConnecDonSetupRequirements,cont’d:WhileintheOp@onssefngs,youwillneedtoselectMemberOp@onstoassurethe“PreserveFormulasandCommentsinadhocopera@on(exceptpivot)”selec@onisNOTchecked.Thiswillhelpwiththeoverallamountof@meittakesforSmartViewtoreturndata.Again,savethissefngasdefault.

ConnecDngtotheDataSource:OnceDataOp@onsandAdvancedsefngsareinplace,gobacktoPanellocatedundertheSmartViewribbon.TheSmartViewHomePanelwillappearonthefarrightofyourNEWExcelspreadsheet.Itisnecessarytobeginconnec@onusinganunsaved/BLANKExcelspreadsheet.Select“SharedConnec@on”

ontheSmartViewHomePanel.Atthispoint,youwillbepromptedtologinusingyourNovellusernameandpassword.

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ConnecDngtoDataSourcecont’d:Onceconnected,theSharedConnec@onspanelwillappear.Selectthedatasource,OracleHyperionPlanningFusionEdi@on.UsetheSmartViewPaneltreelisttomaneuvertothe“Plan”connec@onasshownbelowandselectitbydoubleclicking.Thiswilldisplaythe“Adhocanalysis”op@onbelowtheSharedConnec@onPaneltobeginretrievingdata.AdHocAnalysisistobechosenonlywhenwan@ngtobeginfromscratchandcreateyourownreport.Templateshavebeencreatedforthisfiscalyear;thereforerefreshingthedatawillsuffice.

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HyperionHelpfulHints:•  EachBusinessCenterwillneedtoanalyzepreviousandcurrentyeardatawithinSmartViewastheyarecomple@ngFY2019Ini@alLoad

Budgets.•  NEWmoregranularlevelbudge@ngisavailableforsubmifngexpensebudgets.ExpensebudgetsubmissionspriortoFY2016hasforced

userstobudgetattherollupaccountlevel(i.e.OTHER).Fortunately,moredetaillevelbudge@ngatthefourdigitnumericaccountlevelforexpensebudgetscanbesubmiaed(i.e.budge@ngataccount7032withintheOTHERaccount).Userscancon@nuetobudgetattherollupaccountlevel,ifpreferred.Revenueswillcon@nuetobebudgetedatthefourdigitaccountnumberandtherollupprogramlevel.Asmen@onedpreviously,ini@alsefngsforParentlevelmembercellsarenecessarytoassurebudge@ngatthechildlevelisachieved.

•  Alldatacategories,suchaseachpartofthecharnieldstring,fiscalyear,etc.,arestoredandiden@fiedasDimensions,i.e.fund,

department,class,fiscalyear,ledger,etc.Hierarchiesareinplaceforeachdimensionfordrill-incapability.SmartViewDimensions:•  Scenario–Differen@atesini@albudget,budgetamendmentsandjournals(actuals)•  Version–Representsstagesofbudgetdevelopmententry•  Ledger–i.e.Orgs,Revest,Appropbudgets(i.e.LG_Total_Ledger)•  Period–eachmonthisassignedanaccoun@ngperiodbasedontheUniversity’sfiscalyearcalendar(i.e.July2017=PeriodJULandJune

2018=PeriodJUN)•  Year–representsthefiscalyear(FY19)•  ShortDescrip@on–RF(i.e.RF_Load)

SmartViewallowsuserstosearchdimensionhierarchieswithatwoleaeriden@fier.Thetwodigitiden@fiercanbetypedoverthedimensionattheini@alpointofconnec@ngtoSmartViewbyusingtheexamplesbelow.•  Fund–FD(i.e.FD_14)•  En@ty(department)–DP(i.e.DP_0700)•  Account–AC(i.e.AC_Other)•  Program–PG(i.e.PG_INSTR)•  Class–CL(i.e.CL_130)•  Project–PJ(i.e.PJ_1500000)

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GroupTemplates:ThescreenshotbelowprovidesthelevelofdetailpresentedinthetemplatesthathavebeendisbursedtoeachBusinessCenter.Itisunderstoodthateachuserhaspersonalpreferencesastotheprocessestakentocompletebudgetdevelopment.Dependinguponyourpreference,rathertocompletebudgetdevelopmentbyworkingononefundata@meorbyonedepartmentacrossallfunds,thereareseveralop@onsofarrivingtoyourdesiredformatandwillbediscussedonthepagestofollow.Itwillbenecessaryto“Refresh”thedataaXerEACHchange.

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DimensionDrill-InInstrucDons:ThedesiredformatshownbelowallowsuserstoselecttheappropriateBudgetCenterordepartmentusingtheEn@ty(department)dimensionbyclickingthedownarrowbesidetheDP_ALLonthePOV(PointofView)highlightedbelow.Hierarchyinforma@onwilldisplayaXerselec@ngthedots(…)fromthedropdownbox.Checktheboxnexttothedesiredlevelofdetailandusethebluearrowhighlightedbelowtoselect.ClickOk.ItisrequiredtoalwaysclicktheRefreshbuaon(highlightedbelow)topopulateresultsforselec@onsmadeoncereturningtothespreadsheet.Systemcleanupisunderway;therefore,pleaseignoredepartmentsbeginningwithFBasthesearenolongerusedandwilldisappearinthenearfuture.ColumnsBthroughDcanbedrilledinusingthedownarrowbesidetheDP_ALLorbydoubleclickingthedatacell.

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SuppressingData:Suppressing(removing)budgetlineswithnodatacanbedoneatthispointbyreturningtotheDataOp@onspopupmenuandselec@ngtheNoData/MissingboxesunderSuppressRows.Refreshdatatoremovebudgetswithnodata.LeavetheZeroboxunselectedtoshowexis@ngbudgetswithnomoney.Thissefngisforviewingpurposesonlyandcanbeselectedwhenenteringnewyeardata.

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Suppresseddatacont’d:ThescreenshotbelowisanexampleofhowdatawillflowthroughwhendataisNOTsuppressed.

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DataEntry:Datacannotbesuppressedandmustbedrilledinatthelowestleveltosuccessfullyenternewyearbudgets.Lowestlevelbudgetsareiden@fiedbywhitecellsandareshownbelow.

Figuresenteredintocellswillbehighlightedinyellow(andarereferredtoas“dirtycells”)un@lthedataissubmiaed,whichwillbediscussedinmoredetaillater.ThescreenshotbelowshowsadirtycellatcellJ6intheamountof$25,000.Theyellowhighlightwillreturntowhiteoncethenewbudgethasbeensubmiaed/saved.

AlternaDveDrill-inMethod#1--ZoomIn/ZoomOut:Analterna@vemethodtousingthedepartmentdimensionwithinthePOV(PointofView)wouldbetousetheZoomIn&ZoomOuticonshighlightedbelow.TheZoomIniconwillallowdrilling-intothehierarchybydoubleclickingonthedatacell.ZoomOutallowsmovingbackwardsaXerdrilling-intothelowestlevel.

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ZoomInOpDons

•  NextLevel–toretrievedataforthechildrenoftheselectedmembers

•  AllLevels–toretrievedataforalldescendantsoftheselectedmembers

•  BoaomLevels–toretrievedataforthelowestlevelofmembersinadimension

ZoomOutOpDons

•  ZoomingOuthasonlyNextlevelcapability,unliketheZoomInop@on.

AlternaDveDrill-inMethod#1,cont’d:

ZoomingInhasop@onsthatwillallowzoomingtoonelevelata@meorgoingdirectlytothedesiredlevel.

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AlternaDveDrill-InMethod#2-KeepOnly/RemoveOnly:Thenextalterna@vetodrillingintothedesiredlevelwouldbetousetheKeepOnlyandRemoveOnlyiconslocatedonthePlanningAdHocribbon.

KeepOnly–Tokeeponlyaselectedrangeofdata,putyourcursoronthemembercellsthatyouwanttokeep.Thenfromthedatasourceribbon,clickKeepOnly.Allothermembersinthedimensionisremoved.RemoveOnly-Tokeeponlythecurrentlyselecteddata,putyourcursoronthemembercellthatyouwantremoved.Thenfromthedatasourceribbon,clickRemoveOnly.Onlythecellsselectedwillberemoved.

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CascadingData:YoucancreateseparatereportsforanyorallofthemembersofonedimensionfromthetemplateprovidedbyCascadingthedatausingoneofthefollowingop@ons:•  SameWorkbook-tousethecurrentworkbook•  NewWorkbook-touseanewworkbook•  DifferentWorkbooks-tocascadeeachreporttoadifferentworkbook

SelectCascadelocatedonthePlanningAdHocpaneltocreateeachreportbydepartment.

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CascadingData,cont’d:

Cascadingrequirestheselec@onofonlyonedimensionlocatedwithinthePOV(i.e.En@tyasshownbelow).Usershavetheop@onofselec@ngonedepartmentoreachdepartmentwithinaBudgetCenter.Selec@ngalldepartmentswithinaBudgetCenterwillrequireclickingthedownarrowandselec@ng“Descendants.”NOTE:Departmentswithnodatatoretrievewillcauseanerrormessagetoappear.SimplyselectOKtoallowtheprocesstocon@nue.

Submi`ngDatatoHyperion:Youcanuploadnewdatabyclickingthe“SubmitData”locatedonthePlanningAdHocpanelwithintheExcelspreadsheet.Thedirtycell(yellowhighlightedcell)willthenturntowhiteno@fyingyouchangesweresuccessfullychanged.

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DisconnecDon:Disconnec@ngfromSmartViewisaccomplishedbyselec@ngthedownarrowbesidetheHomeIconontheSmartViewAc@onPanel.Thepopupmenuwillprovidetheop@ontoDisconnectAll.

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FY2019BudgetDevelopmentFacts:•  EachBusinessCenterreceivedtemplatesduringthetrainingprocess,i.e.:UnrestrictedExpenses,RestrictedExpensesandRevenues.•  SecuritycontrolsareinplacetoassurePosi@onBudgetsarenotalteredinSmartView.Anychangestoposi@onsbudgetswillrequirethe

usertoreturntotheHyperionHCPwebforms.

•  ZerobudgetsfortheOTHER,TRAVELandEQUIPaccountswillcon@nuetobeloaded.Simplyreplacethetwodashes(--)withazero.

•  SmartViewwillnotallowsor@ngdata.Thesystemautoma@callyretainstheorderofdataandwillsubmitdatabasedonthisorderandnotaXersor@ng.Filteringwouldassistinfocusinginononedepartment/program/projectata@me.DrillIn,KeepOnlyandRemoveOnlyarethepreferredop@onsforworkingwiththedata.

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FY2018-19

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FY2018-19ProposedFringeRates:

WhenBudgetDevelopmentworksheetpanelsarecompleteforallfunds,pleaseno@fyyourBudgetOfficeLiaisonviaemailsothereviewofthesubmissioninHyperioncanbegin.PleaseemailtheVPandDivisionHeadBudgetTarget(AllFundsspreadsheet)withsignaturestobudgets@clemson.edu,withCC:tovbauman@clemson.eduonceyouhavebeenno@fiedthatyourbudgetisreadyfortheloadprocess.PleaseinterofficemailtheoriginaltoVirginiaBaumann,BudgetOffice,G-06SikesHall.Thereceiptwillbeverifiedbyemailreply,butifyouhavenotreceivedareplyinareasonableamountof@me,pleaseinquirebyphoneoremail.Pleaseadheretothedeadlineslistedbelowasthisprocessrequiresmuchplanningandcoordina@on,andlatesubmiaalsrequireallplanstobereworked.Weappreciateallofyourhardwork!

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Weareincludingspecificinstruc@onsforspecifiedfundgroupsbelowwithaspecifiedcontactpersonforques@ons.Ifyouareunsureastowhomyoushouldcontact,youmaycontacttheBudgetOfficeat656-2422,andwewillbehappytorouteyourcalltotheproperperson.

Current Unrestricted Funds E&G Funds – Virginia Baumann (vbauman@clemson.edu)

•  AllFundsTargetsheetsforfunds13,14,15,and18providetheboaomlineoffundingforthesefundsaXeradjus@ngforprojec@onsinrevenue.

•  Revenueandexpenditurebalance:Fund13–Thesumoftherevenuesforthefundmustequalthesumoftheexpenditurebudgetsforthefund.PleasenotethataTRSINforFringeBudgetsneedstobesetupfortheseexpenditures.Fund14–ThesumoftherevenuesforFund14mustequalthesumoftheFund14expenditurebudgets.

•  BalancingtoTarget

Funds15and18–Thesumoftheexpenditurebudgetsmustequalthetarget,whichiscalculatedbasedonchangesinrevenues.Funds14–Thesumofrevenuebudgets=thesumofexpenditurebudgets=target

DeadlinesforALLFUNDS

*4/27/2018 AbsolutedeadlineforthebudgetworkbooksubmiaaltotheBudgetOffice4:30PM

*5/9-11/2018 Allrestrictedparentandchildbudgetswillbemass-loadedintoCUBS.AnychangesaXerthisdatewillrequireabudgetamendmentaXerJuly1.

*5/21-25/2018 AllunrestrictedAppropria@on,Organiza@onandRevenueEs@matebudgetswillbemass-loadedintoCUBS.AnychangesaferthisdatewillrequireabudgetamendmentaXerJuly1.

•  TheBudgetOfficewillaudityourbudgetsforaccuracyandprocessthemforuploadbutcannotreworkthemforyou.ItissuggestedthateachBudgetCenterrefertotheSummaryTemplatescoveredduringtrainingsessionstocheckforaccuracybeforetransmifngbudgetsascompleted.

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•  SalaryIncreases–IntheeventthattherearesalaryincreasestobebudgetedaXerbudgetworkbooksareprepared,arrangementswillbemadetoimplementthesechangestotheappropriatebudgetlines.

PSA Funds – Melissa Kelley (melissk@clemson.edu)

•  Parentbudgets(PA_CNTL)willbeaddedbyAccounDngforallacDveprojects.Budgetcentersshouldprovidechildbudgets(CH_CNTL).

General Instructions

•  TheAllFundsSpreadsheetwillprovidetargetamountsandshouldbereferencedwhencheckingwhetherbudgetshaveexceededornotfullyexhaus@ngallavailablefunding.

•  Budge@ngsmallamountsor$0simplytoac@vateachartfieldstringisstronglydiscouraged.Thefunc@onalityoftheBSRreportsis

diminishedifatokenbudgetof$0appearsonthereports.•  Considerwhattypesofexpenditurescanbemadefrompar@cularfundsorprojects.Themajorityofexpendituresondiscre@onaryfund

23and55projectsareforTRAVELandOTHER.Don’taddabudgetforeverycategoryifitisnotlikelytobeused.•  DoNOTbudgetDEDUCTorTRSOUTcategoriesinrestrictedfunds.Clemson University Funds– Lou Ferguson (lou@clemson.edu) •  Fund21–Mostscholarshipsandfellowships(STUAID)arebudgetedthroughtheFinancialAidOffice(5123).Fellowshipsfundedbyendowmentsshould

becoordinatedthroughthatoffice.Determinewhowillberesponsibleforthepaperworkandbudget.Onedepartmentshouldturninabudget,butnotboth.

Pleaseaddlinesinyourbudgetdevelopmentpanelsforthesenewprojects.NewProjects:

FY2017-18 FY2018-19PellGrant 2100862 2101185SEOG 2100862 2101170

Fund22–RestrictedprojectsfundedbyendowmentsusuallyspendfromCLASS,UCLASS,GRAD,WAGES,FRINGE,OTHER,andTRAVEL.BudgetsshouldtotaltheapprovedendowmentbudgetintheTotalTargetAmtcolumn.IfyouspendpartofaCUFendowmentbudgetinCUFandpartinCU,reducetheCUtargetamountforthatprojectontheBudgetTargetpanelbywhatyoubudgetinCUF.Fund23–RestrictedprojectsfundedbygiXsshouldbebudgetedbasedoncashavailablenoworexpectedtobereceivedduringFY2018-19.NewProjects:

FY2017-18 FY2018-19FederalWorkStudy 2302050 2302150FedW/SAmericaReads 2302051 2302151

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Pleaseaddlinesinyourbudgetdevelopmentpanelsforthesenewprojects.

Clemson University Foundation Funds (CUF) – Lou Ferguson (lou@clemson.edu)

Fund50–theClemsonUniversityFounda@onwillnotmeetun@llateJunetodeliberateontheFY2018-19CUFBoardfundedbudget.Ifyoutradi@onallyreceiveanalloca@onfromtheClemsonUniversityFounda@on,youmayenterbudgetcategorieswitha$1amount.AspecialbudgetloadwillbedoneinearlyJulywiththeapprovedFounda@onbudgetalloca@onsforeachproject.Thoseprojectswhichgeneraterevenueshouldbudgetbasedontheexpectedrevenuefortheyear.Fund55–likefund23intheUniversity,isfundedbygiXsandshouldbebudgetedbasedonthecashavailablenoworexpectedtobereceivedduringFY2018-19.BudgetsforthemonthlyFounda@ondrawforrestricteddiscre@onaryfundswillbeaddedcentrally(budgetswithdepartment5696).Funds51,57,58,and70–areendowmentspendingfunds.OnlythosedepartmentsthatspendendowmentfundsdirectlyfromtheFounda@onneedtoenterabudget.RemembertoconsiderwhatwillbespentontherelateduniversityprojectanddonotexceedtheTotalTargetAmtfortheendowment.BudgetsforthequarterlyFounda@ondrawforendowmentswillbeaddedcentrally(budgetswithdepartment5696).

•  Fund80–theClemsonUniversityResearchFounda@onboardwillmeetinJunetoallocatebudgetsforprojectsinthisfund.Youmaybudget$1toac@vateabudgetlineforthebudgetload.No@fica@onofyouralloca@onfromtheCURFBoardwillbesentinJulyandamendmentscanbemadeatthat@me.Incen@vefundprojects808xxxxmaybebudgetedbasedoncashavailablenow.BudgetincreaseswillbeallowedaXerJuly1.

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Clemson University Research Foundation Funds (CURF) – Samantha Jones (sjones@clemson.edu)

•  Fund81–likefund23intheUniversity,isfundedbygiXsorprogramrevenuesandshouldbebudgetedbasedonthecashavailablenoworexpectedtobereceivedduringFY2018-19.CURFprojectswhichexpendfundsusingCUcompanionprojectsshouldbudgetaccountFDNwiththeappropriateORGfores@matedCUexpendituresthatwillbereimbursedthroughthemonthlyDRAW.

GuidelinesforChareieldStringValuesinFY2018-19BudgetDevelopment

LABFEESLabfeesareallocatedinfund14.Thisincludesboththepor@onallocatedbyAcademicAffairsforlab/classroominfrastructureandtheremainingpor@onallocateddirectlytothecollegesbytheiROARalloca@onprocess.TheBudgetOfficehasestablishedarangeoflabfeeprojectsasrequestedbytheColleges,whichareprovidedbelow.Pleaseusethegenerallabfeeprojectunlessyouneedtodis@nguishlabcourseswithinthedepartments.Also,labfeeswillbedistributedtoeachdepartment,ratherthanasalumpsumtothecollege.ForFY2018-19budgetdevelopmentpurposes,eachdepartmentreceivinglabfeerevenueneedtoestablishatleastoneREVESTbudgetforaccount4017(laboratorystudentfees)inthelabfeeproject(s)fortheremainingalloca@onoflabfeesdistribu@on.Note:Distribu@onswilloccuronadailybasis.Budgetstoestablishfor50%labfeealloca@on:•  REVEST(revenue)–Usefund14,account4017,programNONEX,class100,project1401248oranappropriatelabfee

projectinlistbelow.Thetotalofbudgetsshouldmatchthecollege’sprojectedrevenuealloca@on.•  ORG(expense)–Usefund14,class130,project1401248oranappropriatelabfeeprojectinlistbelow.Thetotalof

budgetsshouldmatchthecollege’sprojectedalloca@on.

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LabFeeProjectsforFY2019:

Apor@onoflabfeerevenueswillcon@nuetobeallocatedbyAcademicAffairstothecollegesforlab/classroominfrastructure,butinFund14withproject1401280.

1401247 CAFLS Biology Lab Fees 1401248 Lab Fee-Revenue Share 1401249 Lab-COES General Chemistry 1401250 Lab-COES Physical Chemistry 1401251 Lab-COES Chemistry Analytical 1401252 Lab-COES Chem. Instrumental 1401253 Lab-COES Chemistry Organic Lab 1401254 Lab-COES Chem. X-Ray Facility 1401255 Lab-COES Chem. NMR Facility 1401256 Lab-COES Chem.MassSpectrometer 1401257 Lab-COES Chemistry Stock Room 1401258 Lab-COES Advanced Synthesis 1401259 Lab-COES Thermal Analysis Lab 1401260 Lab-COES Squid Magnetometer 1401261 Lab-COES Electronic Shop 1401267 Lab Fee-CBSHS 1401268 Lab Fee-CBSHS PRTM EDGE 1401269 Lab Fee-COE Field Exp St Teach 1401280 Lab/Class Infrastructure Fund 1401281 GAD Returns/Johnson, Alan 1401282 Lab COES CE Fluids Lab 1401283 Lab COES CE Mechanics 1401284 CE Materials Lab 1401285 Lab COES CE Geotechnical Lab 1401286 Lab COES Measurement/Geomatics 1401287 Lab COES CE Capstone Lab 1401288 Lab COES Machine and Carpenter 1401412 Lab CoE 1401528 Lab CoE Field Exp Other

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OFF-CAMPUSDISTANCEEDUCATION(ODE)DistanceEducaDonrevenueswillbebudgetedusinga40XXrevenueaccountnumberDedtoyourspecificBudgetCenter.Budgetcenterswillhavetoreceiveandspendtherevenuesinfund14.AnODEprojectinfund14hasalreadybeenestablished,1401145(DistributedDistanceEduca@on).BudgetstoestablishforODEalloca@on:•  REVEST(revenue)–Usefund14,account40XX(SeeAppendixBforalis@ngofODErevenueaccountnumbersforBudgetCenters),

programNONEX,class100,project1401145.Thetotalofbudgetsshouldmatchthecollege’sFY2018-19revenuees@matefromtheBudgetOffice.IfyouhavedepartmentswhichneedforthisODEalloca@ontobeinaspecificprojectotherthan1401145,cashtransferswillneedtobeprocessedfromthe1401145projecttothespecifiedproject.

•  ORG(expense)–Usefund14,class130,project1401145.Thetotalofbudgetsshouldmatchthecollege’sFY2018-19revenuees@matefromBudgetoffice.IfyouhavedepartmentswhichneedforthisODEalloca@ontobeinaspecificprojectotherthan1401145,cashtransferswillneedtobeprocessedfromthe1401145projecttothespecifiedproject.

GRADUATESTUDENTSUPPORT(SPONSOREDGADs)RevenuesfromsponsoredGADs,orGraduateStudentSupport,willcon@nuetobedistributedfromCentralCampuswithcashtransfers.Budgetcenterswillhavetoreceiveandspendtherevenuesinfund14.Aprojectinfund14hasalreadybeenestablished,1400832(GraduateStudentSupport).BudgetstoestablishforODEalloca@on:•  REVEST(revenue)–Usefund14,account9214,programNONEX,class130,project1400832.Thetotalofbudgetsshouldmatchthe

college’sFY2018-19revenuees@matefromAcademicAffairs/BudgetOffice.IfyouhavedepartmentswhichneedforthisSponsoredGADalloca@ontobeinaspecificprojectotherthan1400832,cashtransferswillneedtobeprocessedfromthe1400832projecttothespecifiedproject.

•  ORG(expense)–Usefund14,class130,project1400832.Thetotalofbudgetsshouldmatchthecollege’sFY2018-19revenuees@matefromAcademicAffairs/BudgetOffice.IfyouhavedepartmentswhichneedforthisSponsoredGADalloca@ontobeinaspecificprojectotherthan1400832,cashtransferswillneedtobeprocessedfromthe1400832projecttothespecifiedproject.

E&GF&A(RESEARCHSUPPORT/INFRASTRUCTURE)E&GF&Awillcon@nuetobeallocatedwithcashtransfersinfund14.TheF&Aprojectrangeis148XXXX,andtheclassis127for“E&GResearchInfrastructure.”

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BudgetstoestablishforE&GF&A:•  REVEST(revenue)–Usefund14,account9214,programNONEX,class127,projectrange148XXXX.Thetotalofbudgetsshouldmatchthe

college’scurrentF&A40%alloca@on.•  ORG(expense)–Usefund14,class127,projectrange148XXXX.Thetotalofbudgetsshouldmatchthecollege’scurrentF&A40%alloca@on.•  FUNDBALANCE(expenseorrevenue)–Whenbudge@ngfundbalance,alwaysuseCLASS427

STARTUPCOSTSFORFACULTYAllbudgetcenterswithfacultystartupcostsshouldusethedesignatedprojectranges.Startupsinfund15shouldusethe156XXXXprojectrange,startupsinfund14shouldusethe146XXXXprojectrange,andstartupsinfund12shouldusethe127XXXXprojectrange.Budgetcentersshouldhaveconvertedexis@ngstartupprojectstothisprojectnumberingconven@oneffec@veinFY2012-13.

STATEAPPROPRIATIONSStateappropria@onswillcon@nuetobebudgetedandspentinfund18,withclass128.BudgetstoestablishforStateAppropria@ons:REVEST(revenue)–NobudgetcenterotherthanCAMPshouldhavearevenuebudgetinfund18.ORG(expense)–Usefund18,accountsUCLASSandFRINGE,programINSTR,class128,project1800000.Anexcep@ontothisrulewouldbeforthePresident’ssalaryinPRES,whichshoulduseprogramINSSP.

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OFF-CAMPUS DISTANCE EDUCATION (ODE) Distance Education revenues will be budgeted using a 40XX revenue account number tied to your specific Budget Center.

4061 StFees:ODE - HEHD 4062 StFees:ODCE B&PA MBA 4063 Stu Fees: ODCE B&PA-Other

4064 StFees:ODE - BBS 4065 StFees:ODE - CAFLS 4066 StFees:ODCE AG - Other 4067 StFees:ODE Contract Courses

4068 StFees:ODE - SOE 4069 StFees:ODE - COES 4070 StFees:ODE - SCI 4071 StFees:ODE - PROV 4072 StFees:ODE - CCIT 4073 StFees:ODE - AAH

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Undergraduate program fees revenues will be budgeted using a 40XX revenue account number tied to a specific major program. The budget center should Budget the revenue to a holding department using the designated account code and corresponding project.

StFees:EngineeringMajorFee AccountCode:4043StFees:ComuterSciMajorFee AccountCode:4044StFees:NursingMajorFee AccountCode:4045StFees:PackagingSciMajorFee AccountCode:4046StFees:FoodSci&HNMajorFee AccountCode4047StFees:DesignMajorFee AccountCode:4048

CECASEngineeringmajorfees 1402343CECASComputerSciencemajorfees 1402344CBSHSNursingmajorfees 1402345CAFLSPackagingSciencemajorfees 1402346CAFLSFoodScience&HumanNutritionmajorfees 1402347AAHDesignmajorfees 1402348