Skip to main content Skip to secondary navigation

Booked Budget Deadlines

Main content start

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.

FY23 Booked Budget Process

Date Budget Officers and their teams Date Department / Program Budgeters
May 2nd FY23 Booked Budget Process kicks off
Final submissions are due August 15th
Variance write-ups are due August 22nd
May 2nd FY23 Booked Budget Process kicks off
Check with your budget officer for your due date
Before you start budgeting 1) NO LATER THAN MAY 16TH, 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 3rd through August 9th Open Labs: Join the UBO on Zoom for one-on-one budgeting support. May 3rd through August 9th Open Labs: Join the UBO on Zoom for one-on-one budgeting support.
May 6th (tentative) Minor user interface changes go live in Tidemark; UBO will disseminate a What's Changed document to explain the changes, if applicable to users. May 6th (tentative) Minor user interface changes go live in Tidemark; UBO will disseminate a What's Changed document to explain the changes, if applicable to users.
May 7th Base General Fund allocations entered by UBO    
May 16th Pooling Rules Deadline    
May 16th Ensure your unit's Transfer Administration System (TAS) entries are complete and current for upload into Tidemark    
May 20th Labor Distribution files will be loaded as-is,unless you have made other arrangements with the UBO.    
Updated: June 2nd TAS Entries available in Tidemark Updated: June 2nd TAS Entries available in Tidemark
May 23rd New User Question & Answer Session 2-4 PM Register in STARS by May 20th. May 23rd New User Question & Answer Session 2-4 PM
August 5th 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 15th 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.
Check 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 22nd Variance narratives explaining material differences between the FY23 Booked Budget and the FY23 Budget Plan are due. As a suggestion, you can use the Tidemark 215 report or the 241 report as a starting point.