Financial Planning Service

• Policy 55 - Budget management
• Procedure 3-7 - Budget management

Perform—Training that counts

• RF 201 - Financial Planning
• RF 301 - Financial Operations

• Financial system training (bilingual workshops)
  • Fundamentals
  • Finance reporting
  • Budget development
  • Budget transfers and budget data query

• Access
  • Banner
  • FAST
• Guide de l'utilisateur : notions élémentaires - système  financier (in French only)
• Guide de l'utilisateur de Fast Finance Reporting (in French only)
• Grouping of accounts
  • For the operating budget, and the FBR100 and FBR101 budget reports, the accounts are grouped as shown in the FBR102 reports (detailed).
  • Summary
• Reference tool - Chart of accounts
• Reference tool - Positions
• HR Concepts
• Request to open an ORGN under a self-funded general fund