Budget

FY25 Budget Information

• FY25 Timeline and Training Dates (PDF)
• FY25 Budget Letter from President Lapidus (PDF)

Budget Tools for New Fiscal Year

• Virtual Budget Training Video (Requires a Google login and is only for Fitchburg State employees)
• Budget Training Slideshow (PPT)
• Department Instructions for Entering Budgets (PDF) 
• Extraordinary Budget Request Form (EBRQ) (MS Word)
• Federal Work Study Proposal Form (MS Excel)

Budgeting Forms

• Budget Transfer Form (Dynamic Forms)
• Trust Fund Deposit Voucher (PDF)
• Revenue and Expense Form (Dynamic Forms)
• Revenue/Expense Adjustment Form (MS Excel)

Banner Help

• Budget Balances (FGIBAVL) and Detailed Budget Information (FGIBDST) (PDF)
• Enter an Online Requisition (PDF)
• Run Budget Queries Using Finance Self-Service (PDF)
• Enter Budget Transfers in Self Service Banner 9 (PDF)
• Budget Transfer Process - Signature Authority (MS Word)
• Helpful Budget Banner Screens:
  • FGIBAVL (Budget Availability Status Form): This inquiry form provides summary information by a FOAPAL's account pools.
  • FGIBDST (Organization Budget Status Form): This inquiry form allows the user to select the FOAPAL in whole or in segments to gather data. This screen also displays detail information and allows the user to drill down to see the documents associated with a particular account.

Crystal Reports

• Schedule Finance Crystal Reports (PDF)

Chart of Accounts

• FOAPAL Guide (PDF) 
• Fund Codes (MS Excel)
• Organization Codes (MS Excel)
• Account Codes (MS Excel)
• Program Codes (MS Excel)
• Activity Codes (MS Excel)

Training Documents

• FOAPALs in Detail Video
  • FOAPALs in Detail (PPT)
• How to Budget Video
  • How To Budget (PPT)
• How to Navigate Banner Video
  • How to Navigate Banner (PPT)
• How to Run Crystal Reports Video
  • How to Run Crystal Reports (PPT)
• Making Sense of Payroll Expenses Video
  • Making Sense of Payroll Expenses (PPT)
• Managing Grants Video
  • Managing Grants (PPT)

Got Questions? Contact us.