Annual Budget

Brookings Hall

Annual Budget is a Planning Analytics (formerly TM1) application built for the Washington University community. Technical support is provided by the Data Management team.

Important news for Annual Budget users: In mid-October the MyDay team will be providing instructions for the new fringe calculations and plan for mapping of the FY21 Annual budget into Workday next spring.

In the 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

FAQ

Print & Post: Budget Application Diagram and Update Times (PDF) →

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 (Box note) →

Compensation Budgeting FAQ (DOC) →
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 (DOC) →
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.

User Manuals

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

FY20 Annual Webinar

The FY20 Budgeting Webinar was recorded on September 28.

No FY21 webinar will be held.

FY22 Budget Cycle

WUSM, CFU (WUIT & FPM only)
September 28, 2020Deadline for HRMS changes
October 6, 2020Deadline for AIS changes
October 19, 2020Annual Budget application opens
December 4, 2020Deadline for AIS changes (new dept-funds)
December 17, 2020Updates from AIS available (dept-funds and YTD actuals)
January 7, 2021Deadline for AIS changes (new dept-funds)
January 14, 2021Updates from AIS available (dept-funds and YTD actuals)
Danforth Schools, CFU, and Auxiliaries
November 24, 2020Deadline for HRMS changes
December 3, 2020Deadline for AIS changes (new dept-funds)
TBD (December 17, 2020 or later)Annual Budget application opens

*Once CFU Accounting Services indicates they are ready to open, Data Management will send an email notification
January 8, 2021Deadline for AIS changes (new dept-funds)
January 14, 2021Updates from AIS available (dept-funds and YTD actuals)

Getting Started

Security Forms

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.