Stanford
University Budget Office

Booked Budget Deadlines

Budget officers will find this page useful for keeping track of Booked Budget specific deadlines. See How To resources for submitting deliverables in CPB. 

Note: Internal deadlines for departments might differ from those shown below, so please check with your budget officer for your department's involvement and due date.

FY27 Booked Budget Process

Updated June 2, 2026

DateTasks for Budget Officers and their Teams
Before you start budgeting
  • Booked Budget Trainings on Cardinal Planning & Budgeting (CPB)
  • Pooling Rules: Keep changes minimal from year to year, but if needed, update your unit's pooled budgeting rules before starting seeding/data entry or by May 8 (refer to How Tos > Pooled Budgeting).
  • Planning Assumptions: Make any changes to planning assumptions that have been inherited from UBO entries. 
    Note: Fed and Non-Federal G&C rates are preset by UBO in the Planning Assumptions tab. Units may edit the rate to reflect more closely with their actual effective IDC rates. The resulting IDC expenses which are calculated in code 56910 may also be adjusted (as in the past) using code 5690B to make up or down adjustments to individual awards.
  • Be sure to continually monitor Invalid PTAs and OCs with budgets (use Report 581 in Booked Budget/Reports) to avoid adding budgets to inactive PTAs or inactive object codes in the Booked Budget process.

Reminder: Global calculations are scheduled to run between midnight and 7 a.m.

Endowment dataUnits may update their forecasts throughout the Booked Budget process.
Units will need to populate their own endowment payout data using the right-click “Get endowment payout” action in the Booked Budget and Year-End Reforecast Revenues Entry Forms. To give units more control of the timing of their loads, the UBO will no longer preload this data. 
HR data, including Salary & Labor distribution (LD) dataUnits utilizing the Compensation Planning module for position-based budgeting can opt to seed from a nightly HR data feed, which includes current salary data and the Labor Distribution (LD) feed. Further adjustments to the data can be made directly within CPB, eliminating the need to upload LD files.
Important: Due to the delayed go-live of the Pinnacle Project, Proposed Salary data will not be available for users to budget from.  We recommend using “Current Salary + Cost Rise” as the seeding method for this year, or entering predetermined Salary Amounts directly.
May 4

FY27 Booked Budget Process Kicks off

  • Revenue/Expense and Compensation Planning cards open for entries.
  • Planning assumptions updated with FY27 salary programs, fringe rates, etc.
May 5 - August  14Attend scheduled open labs (twice a week until August 14) or submit a support request. 
May 8PTA Pool Mapping Cluster Becomes Read-Only
Any changes to pooling rules must be completed by May 8.
Reminder: Do not seed or enter any data until your pooling rules are finalized.
June 2 Base General Fund and TAS entries (complete TAS data as of 6/1) loaded into CPB.
Only complete TAS entries are loaded into CPB. A complete TAS entry requires both the source and destination PTAs, as well as an amount (estimated amounts are acceptable).
June 5Transfers Card Opens for Entries
By August 14

Booked Budget Entries Due:

  • Set your beginning balances before you enter transfers; otherwise, your available funding in the funding matrix will be understated.
  • Confirm your unit’s endowment payout forecast.
  • Ensure your Base General Fund (GF) allocation from the provost has been fully allocated to PTAs in your unit (review video for guidance on managing fund allocations and the 2% ISC recovery in CPB).
  • Adjust your calculated ISC in the Booked Budget cluster (ensure you have budgeted the 2% ISC recovery that is allocated to Dean/VP offices; refer to BB Transfers & ISC User Guide).
  • Check that no budgets have been entered on inactive PTAs or object codes (use Report 581 in Booked Budget/Reports). Please fix the PTAs in Oracle or move the budgets prior to the deadline.
  • Email UBO upon completion.
August 21Booked Budget Variance Narratives Submission Due

FY 26 Year-End Variance Process

DateTasks for Budget Officers and their Teams
September 21                       FY26 Year-End Variance Opens
See CPB System page > How To resources for guidance on Year-End Variance Analysis. Reminders to come by email.
By October 15FY26 YE Variance Narrative Submissions Due 

Resources