Fiscal Close - Planning, Analytics, and Risk

Dear Budget Administrators,

The FY 2027 Board-approved operating budgets are now available in Banner. Please note that salary and fringe benefit budgets will be loaded at a later date.

Please review your budgets carefully and notify the Finance team of any access issues, budget administrator changes, or questions using the resources below.

Budget administrators are asked to monitor their areas regularly and notify Finance if actual activity or updated projections indicate a material deviation from the FY 2027 budget.

If budget administration responsibility for your area is transitioning to another individual, please forward this message to that person and notify Finance at [email protected].

Thank you for your partnership in developing the FY 2027 budget and for your continued efforts to manage University resources responsibly throughout the year.

Best,

Connor Martin

Senior Director of Planning, Analytics, and Risk Management

Budget Support Resources

If you need to…

Action

Notify Finance of a change in budget administrator

Email [email protected]

Access IBM Planning Analytics (TM1) for budget information, if applicable

Go to the financial planning dashboard

Get help with restricted or unrestricted funds reports and budget templates

Email [email protected]

Obtain access to Banner Finance to view your budget

Follow the Banner Finance access instructions

Receive Banner Finance training

Review the Banner Finance training schedule