TECHNOLOGY SUPPORT

HCM / Budget

The Budget Workflow process will assist users in navigating through the various panels needed to complete the annual budget process.

Description: The Budget Workflow guides the user through the pages involved in the Budget process using 7 steps. The fourth step in the Budget process is when the departments are responsible for editing their budget information.  Step 5 is the responsibility of the Executive Committee members. Once the deadline has been reached, the Budget office will then initiate and complete, the next steps in the Budget Process. After all steps have been completed, the Regent’s Report will be run and submitted to Austin.

Contact Information:

Requirements:

The following guides and documents are to assist Budget Preparers and Approvers and show the complete steps in the Budget process. DCATS does offer both a Budget Class for all new Budget users or old users needing a refresher course. Budget Labs are also offered where users will enter real data during the Budget Planning process.

We are currently in the FY13-14 Planning process.

  • User Process Guides:
  • Budget Training Classes: 
    Monday, Feb. 11th Hyperion/HCM Training class for School of Medicine ONLY
    Tuesday, Feb. 12th Hyperion/HCM Training class for School of Medicine ONLY
    Wednesday, Feb. 13th Hyperion/HCM Training class for School of Medicine ONLY
    Thursday, Feb. 14th Hyperion/HCM Training class for School of Medicine ONLY
    Friday, Feb. 15th Hyperion/HCM Training class for School of Medicine ONLY
    Tuesday, Feb. 19th Hyperion/HCM Training class for School of Medicine ONLY
    Friday, Feb. 22nd Hyperion/HCM Training class for School of Medicine ONLY
    Thursday, Mar. 7th Morning Class – Hyperion/HCM Training class for School of Medicine ONLY
    Thursday, Mar. 7th Afternoon Class – Hyperion/HCM Training class for School of Medicine ONLY
    Friday, Mar. 8th Morning Class – Hyperion/HCM Training class for School of Medicine ONLY
    Friday, Mar. 8th Afternoon Class – Hyperion/HCM Training class for School of Medicine ONLY
    Wednesday, Feb. 27th Hyperion/HCM Training class for Service Departments ONLY
    Thursday, Feb. 28th Hyperion/HCM Training class for Grant/Contract Fund users ONLY
    Tuesday, Mar. 12th Hyperion/HCM Training class for Grant/Contract Fund users ONLY

     

     

    Wednesday, Mar. 6th Hyperion/HCM Training class for Institution
    Friday, Mar. 8th Hyperion/HCM Training class for Institution
    Wednesday, Mar. 13th Hyperion/HCM Training class for Institution
    Thursday, Mar. 14th Hyperion/HCM Training class for Institution
    Wednesday, Mar. 20th Hyperion/HCM Training class for Institution
    Thursday, Mar. 21st Hyperion/HCM Training class for Institution
    Friday, Mar. 22nd Hyperion/HCM Training class for Institution

     

  • Budget Labs (30 minute or 1 hour time slots will need to be reserved by calling DCATS):
    • May 13th – May 27th Specific lab dates for Dept users and EC members to be announced shortly
  • Budget Timeline FY13-14 – Timeline used for the Budget process to show all deadline dates:
    • Mar. 1st – Apr. 15th Dept. data entry of budget info in HCM and Hyperion (Step 4)
      Mar. 15th Preliminary State Budget Targets loaded in Hyperion
      Mar. 15th – Mar. 31st Final Promotion & Tenure actions due from AFSA to Budget Office
      Mar. 16th – May 31st EC Office assign preliminary State Target numbers
      Apr. 16th – May 31st EC Office begins review/approval of department data entered
      May 1st Final State Target numbers delivered to EC Office
      May 15th Preliminary Practice Plan and CTRC Budgets due to Budget Ofc (This includes CTRC, SON, MSRDP, DSRDP, SHP)
      May 29th – Jun 7th Major Goals/Policy Videoconference with UT System Administration
      Jun 1st All Hyperion Budgets promoted to Institution for review (Step 6)
      Jun 1st Final Practice Plan and CTRC Budgets due to Budget Ofc
      Jun 1st – Jun 28th Budget Ofc finalization and Executive Administration review of Operating Budget
      Jun 28th Budget documents due to UT System Administration
      Jul 19th Final Budget documents due to UT System Administration
      Jul 31st HR to complete data entry of promotion & tenure actions
      Aug 5th Budget Roll Forward begins
      Aug 22nd UT System Board of Regents approves Operating Budget

    Restrictions: None

    Time Constraints: None

    Turn Around Time: None

    Cost:

    • There is no cost for the classes
    • A no-show fee of $50.00 will be charged to the department for any users who sign up for a class but do not attend
    • An e-mail with at least 24-hr notice will be accepted.

    Request Instructions: Visit The Knowledge Centre to view a list of classes offered by DCATS.