Consolidated Financial Reporting (CFR)
WUSM Financial Planning Prior Year
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Annual Budget
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.
Resources & Training
You must be logged into Box as a member of the WUSTL community to access these files.
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 Workday?
- 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.
- MyDay – FY21 Annual Budget Fringe Changes (PDF)
- Compensation Budgeting Overview (PDF)
- Data Entry Shortcuts (PDF)
- Revenue & Expense – Budgeting 94 Funds (PDF)
- Revenue & Expense – CFU Overview (PDF)
- Revenue & Expense – Danforth Overview (PDF)
- Revenue & Expense – PRB Overview (PDF)
- Revenue & Expense – WUSM Overview (PDF)
You must be logged into Box as a member of the WUSTL community to access these files.
The FY20 Budgeting Webinar was recorded on September 28.
No FY21 webinar will be held.
FY22 Budget Cycle
| September 28, 2020 | Deadline for HRMS changes |
| October 6, 2020 | Deadline for AIS changes |
| October 19, 2020 | Annual Budget application opens |
| December 4, 2020 | Deadline for AIS changes (new dept-funds) |
| December 17, 2020 | Updates from AIS available (dept-funds and YTD actuals) |
| January 7, 2021 | Deadline for AIS changes (new dept-funds) |
| January 14, 2021 | Updates from AIS available (dept-funds and YTD actuals) |
| November 24, 2020 | Deadline for HRMS changes |
| December 3, 2020 | Deadline 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, 2021 | Deadline for AIS changes (new dept-funds) |
| January 14, 2021 | Updates from AIS available (dept-funds and YTD actuals) |
Getting Started
Security Forms
You must be logged into Box as a member of the WUSTL community to access these files.
Security forms contain instructions on how to request access for your budgeting activities.
Applications
Log into Faculty Financial Reporting
Log into WUSM Financial Reporting
All Data Management applications (includes Cognos Analytics)