Stanford
University Budget Office

Budget Plan Deadlines

Budget officers will find this page useful for keeping track of Budget Plan-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 Budget Plan Process 

Updated March 11, 2026

Date

Tasks for Budget Officers and their Teams

Endowment data
  • Jan Actual Endowment payout data will be available in the Endowment Cluster approx. 2/17/26.
  • Units can choose to update their forecasts throughout the Budget Plan process, including once February data is available on  approx. 3/17/26.
  • Be sure to pull in any updated forecasts by the 4/3/26 deadline.
Before you start budgeting
  • Department Favorites: Make changes to Department Favorites by 3/5/26 and email UBO for validation. Changes will be disabled beginning 3/6/26.
    • Select either a parent or its children within any org hierarchy; do not select both parent and children on the same branch.
    • Do not seed or enter any budget data until Department Favorites are finalized.
  • Planning Assumptions: Make any changes to planning assumptions that have been inherited from UBO entries.
March 2

FY27 Budget Plan process begins in CPB

  • Planning assumptions updated with estimated FY27 fringe rates.
  • Fund Transfers card locked until Department Favorites are finalized on 3/5/26.
March 2 - Apr 10Visit Open Labs for live support with submitting your Budget Plan in CPB. 
Training guides and recordings are available in the In-App Training Hub, and Open Lab schedules are posted in the Learning section of the CPB System Page.
March 6
  • Fund Transfers card becomes available with TAS data loaded.
  • Base General Fund allocation will be loaded on 3/23/26.
March 16The PTA Pool Mapping cluster opens (early for the 2027 cycle), allowing additional time to review and edit pooling rules for the Booked Budget process.
March 17Spring Budget Officer Meeting, 2-3 p.m.
March 18
  • Budget Group Final Decisions
  • Planning Assumptions updated with FY27 Salary Program
March 20, by noonBudget officers must ensure all FY26 and FY27 TAS entries are complete and up to date. Only “complete” TAS entries will be copied into CPB. Both source and destination PTAs and (estimated) amounts are required for complete records.
March 23Base General Fund allocations available in the Fund Transfers module.
April 8Adjust your calculated ISC in ISC panels; ensure you have budgeted the portion of ISC recovery that is allocated to Dean/VP offices.
By April 10

Entries and Deliverables Due:

  • FY26 Year-End Projection and FY27 Budget Plan in CPB; see Understanding your numbers guidelines.
  • FY26 Year-End Projection to FY26 Booked Budget Variance Write-Up in CPB
  • Asset Transfers template in CPB
  • FY27 Budget Plan Write-Up (to be published in the Budget Book) in Word format
  • Select units only:
    • Supplemental O&M, Utilities, and Budget Plan Restatement Analyses
    • Formula school general funds calculations.

Note: Headcount growth assumptions are not required this year.

Resources