Annual Budget

page-intro-brookingsAnnual Budget is a Planning Analytics (formerly TM1) application built for the Washington University community.  The application operates under the purview of the Budget Advisory Committee, and technical support is provided by the Data Management team.

Important news for Annual Budget users: In the new Cognos environment (Cognos Analytics), you can access Annual Budget by clicking the “Planning Analytics” icon in the left navigation bar. This will open a screen with a link for Annual Budget. All security you had assigned in the old environment should have migrated to the new one, but if you encounter any issues, please contact the help desk.

Resources & Training

Print & Post: Budget Application Diagram and Update Times →

Why can't I connect? All applications accessed through Cognos, including Annual Budget, require a VPN when using any wireless or off-campus network.
Learn more and find out how to get your free WashU VPN →

Compensation Budgeting FAQ →
Includes questions such as:

  • How do I add a new department fund?
  • What is the difference between applied and proposed sourcing?
  • What are source redirects and remainders?

Revenue & Expense FAQ →
Includes questions such as:

  • Where can I find the subclass-object I want to budget to?
  • How do I ensure the amounts I have budgeted make it into AIS?
  • What data is transferred from compensation budgeting to R&E?

You must be logged into Box as a member of the WUSTL community to access these files.

Group training is available for departments or teams wanting a refresher on the Annual Budget application. A super-user or champion from each team is required to partner with the support team and actively assist in the training session.

Request group training here →

Support


Help desk support is available Monday through Friday, 8 a.m.-5 p.m.

  314.935.3890
  Click to Email

FY20 Budget Cycle

September 26, 2018 Deadline for HRMS changes
October 4, 2018 Deadline for AIS changes
October 18, 2018 Annual Budget application opens
December 4, 2018 Deadline for AIS changes (new dept-funds)
 December 18, 2018 Updates from AIS available (dept-funds and YTD actuals)
January 7, 2019 Deadline for AIS changes (new dept-funds)
 January 18, 2019 Updates from AIS available (dept-funds and YTD actuals)
November 29, 2018 Deadline for HRMS changes
December 4, 2018 Deadline for AIS changes (new dept-funds)
TBD (Dec 15, 2018 or later) Annual Budget application opens
*Once CFU Accounting Services indicates they are ready to open, BIDW will send an email notification
January 7, 2019 Deadline for AIS changes (new dept-funds)
 January 18, 2019 Updates from AIS available (dept-funds and YTD actuals)
December 27, 2018 Deadline for HRMS changes
January 7, 2019 Deadline for AIS changes (new dept-funds)
TBD Annual Budget application opens
*CFU Accounting Services will notify users when application opens

Getting Started

Security forms contain instructions on how to request access for your budgeting activities.

You must be logged into Box as a member of the WUSTL community to access these files.

The annual budget application performs best in the latest version of Google Chrome (40) or Mozilla Firefox (31). The application is also compatible with Internet Explorer 9, 10 & 11 (in compatibility mode) and IE 9.

Must be enabled:

  • Cookies
  • JavaScript
  • Allow META REFRESH