Anaplan Budget Tool
Anaplan Budget Tool
Purpose
Anaplan is Â鶹Ãâ·Ñ°æÏÂÔØBoulder’s common budgeting system used by campus units and central offices to plan, review, and approve budgets
This section outlines the core planning and review activities completed in Anaplan and clarifies unit responsibilities across the budget cycle.
Training Content:Ìý
- ÌýÌýJuly Operating BudgetÌý
- In the Anaplan budget tool, campus departments plan operating budgets by speedtype for the next fiscal year.Ìý These plans will be the July starting budget for general, auxiliary and gift funds.Ìý
- Find dates, deadlines, training materials, and other resources on the ÌýÌý
- ÌýÌýJuly Compensation BudgetÌý
- In the Anaplan budget tool, campus departments plan compensation budgets by position for permanent regular positions and by pooled labor categories for temporary positions and assignments, as well as view reports and approval.ÌýÌý
- Find dates, deadlines, training materials, and other resources on the Ìý
- ÌýÌýCompensation Cycle PlanningÌý
- In the Anaplan budget tool, campus departments will review compensation and plan merit for university staff, academic faculty and research faculty.Ìý
- Find dates, deadlines, training materials, and other resources on the Ìý
- Â鶹Ãâ·Ñ°æÏÂÔØBoulder Budget Planning Handbook
- Unit-Level Fiscal Planning Framework
- Management Responsibility
- Fund Accounting & Spending Authority
- General Fund Vacancy Savings
- 5-Year Reserve Utilization Plan
- Budget Planning Cycle
- Timing of Critical Central Budget Processes
- Anaplan Budget Tool
- Budget Reporting Concepts (In-Year Forecasting Tool)
- Budget Planning Meetings
- Rate-Based Service Activities (RBSA)
- Budget Model Allocation
- 5-Year Financial Outlook
- Budget Ledgers