Annual Budget

page-intro-brookingsAnnual 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 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.

The FY20 Budgeting Webinar was recorded on September 28.

No FY21 webinar will be held.

Support


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

  314.935.3890
  Click to Email

FY21 Budget Cycle

September 26, 2019 Deadline for HRMS changes
October 4, 2019 Deadline for AIS changes
October 18, 2019 Annual Budget application opens
December 3, 2019 Deadline for AIS changes (new dept-funds)
 December 19, 2019 Updates from AIS available (dept-funds and YTD actuals)
January 6, 2020 Deadline for AIS changes (new dept-funds)
 January 16, 2020 Updates from AIS available (dept-funds and YTD actuals)
November 25, 2019 Deadline for HRMS changes
December 3, 2019 Deadline for AIS changes (new dept-funds)
TBD (Dec 19, 2019 or later) Annual Budget application opens
*Once CFU Accounting Services indicates they are ready to open, Data Management will send an email notification
January 6, 2020 Deadline for AIS changes (new dept-funds)
 January 16, 2020 Updates from AIS available (dept-funds and YTD actuals)

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.