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Booked Budget Deadlines

In addition to the UBO Calendar of Activities, Budget Officers and Departments will find this page useful to keep track of Booked Budget specific deadlines.

Here are the deadlines for the FY22 Booked Budget process:

BUDGET OFFICERS AND THEIR TEAMS
 
DEPARTMENT/PROGRAM BUDGETERS
May 3rd

FY22 Booked Budget Process kicks off;

Final submissions are due August 16th

Variance write-ups are due August 23rd

  May 3rd

FY22 Booked Budget Process kicks off;

Check with your budget officer for your due date

Before you start budgeting:

1) Make any necessary updates to your unit's Pooled Budgeting rules

2) Let the UBO know of any changes to your budgetable orgs

3) Let the UBO know if you wish to override salary data coming from Peoplesoft and Axess. Alternate salary data can be uploaded from Excel.

4) Make any changes to planning assumptions that have been inherited from UBO entries.

  Before you start budgeting: Make sure you understand your Budget Officer's internal budgeting deadlines and expectations.
May 3rd New Booked Budget Overview training video live in STARS; these videos replace the live refresher sessions offered in prior years for returning users.   May 3rd New Booked Budget Overview training video live in STARS; these videos replace the live refresher sessions offered in prior years for returning users.
May 6th through August 12th Open Labs: Join the UBO on Zoom for one-on-one budgeting support.   May 6th through August 12th Open Labs: Join the UBO on Zoom for one-on-one budgeting support.
May 7th Base General Fund allocations entered by UBO      
May 12th Labor Distribution files available; notify UBO to either load as-is into Tidemark or to send to you for modification in Excel      
May 17th (tentative) Minor user interface changes go live in Tidemark; UBO will disseminate a What's Changed document to explain the changes   May 17th (tentative) Minor user interface changes go live in Tidemark; UBO will disseminate a What's Changed document to explain the changes
May 18th New User Booked Budget Training Session 1 (Expenses & Revenues); enroll in STARS   May 18th New User Booked Budget Training Session 1 (Expenses & Revenues); enroll in STARS
May 28th Ensure your unit's Transfer Administration System (TAS) entries are complete and current for upload into Tidemark      
June 2nd TAS Entries available in Tidemark   June 2nd TAS Entries available in Tidemark
June 8th New User Booked Budget Training Session 2 (Fund Management, Transfers, ISC); enroll in STARS   June 8th New User Booked Budget Training Session 2 (Fund Management, Transfers, ISC); enroll in STARS
August 6th Last Day to make endowment principal changes in Endowment Planning application; email ubo-budgetsys@lists.stanford.edu when you want payout data migrated to your Booked Budget      
By August 16th

1) Ensure your Base GF allocation from the provost has been fully allocated to PTAs in your unit; email the UBO when this step is done

2) Adjust your calculated ISC in Setup & Fund Management; ensure you have budgeted the portion of ISC recovery that is allocated to Dean/VP offices

3) Check that no budgets have been entered on Inactive PTAs, or fix the PTAs in Oracle

4) For units that enter Department Allocations, ensure that you have fully funded them.

  By August 16th, or earlier internal deadline

1) Adjust your calculated ISC in Setup & Fund Management

2) Check that no budgets have been entered on Inactive PTAs, or fix the PTAs in Oracle

3) For units that receive Department Allocations, ensure that you have fully allocated them to PTAs in your unit.

By August 23rd Variance narratives explaining material differences between the FY22 Booked Budget and the FY22 Budget Plan are due. As a suggestion, you can use the Tidemark 215 report or the 241 report as a starting point.      

Resources:

How to Get Tidemark Help

Tidemark Report Finder Tool

Pooled Object Code Hierarchy

Tidemark Status Page

Tidemark FAQs

Tidemark Trainings

Tidemark Fingate page

Tidemark OBI Differences