Resources for Budget Administrators

Tools and information to help budget managers administer their budget:

• Guidance for Developing Detail Budgets
  This document provides budget managers with guidance to create detail department budgets to be viewed in PeopleSoft Financials.
• Fringe Benefit Rates
  Use this link to obtain fringe benefit rates for faculty, staff, and student staff positions.

NEW BUDGET ADMINISTRATION SYSTEM (Fiscal Year 2012-13 and later):

• PeopleSoft Financials
  Use this link to log in to PeopleSoft Financials to view your current budget (beginning with fiscal year 2012-13).
• PeopleSoft Budget Administration Reference Materials and Training
  Use this link to log in to the Optimize Puget Sound project site to obtain budget administration system reference materials or to register for training.

OLD BUDGET ADMINISTRATION SYSTEM (Fiscal Year 2011-12 and earlier):

• Cascade Budget Administration System
  Use this link to log in to Cascade to use Budget Administration to view historical budgets from fiscal year 2011-12 and earlier.
• Budget Administration Web System Documentation
  This "How to Guide" provides guidance on using the key features of the Budget Administration Web system to review university budgets.
• FOAPAL Search
  This look-up tool provides an easy way to search the Banner Chart of Accounts for a fund, organization, account, program, or activity code. This tool can be accessed from the Banner Tools menu item on your Cascade Menu or can be accessed from the top menu when you are in the Budget Administration system.
• Budget Manager Resource Guide
  This resource guide provides information for budget managers about key budget related responsibilities such as establishing and spending budgets, coding budget transactions, reviewing budget status, special procedures at fiscal year end, and much more!