Budget Systems & Training
The University Budget Office staff are available to offer both group and individual training on any of these systems or processes. To schedule a session, please email budgetoffice@siue.edu.
Budget Entry System
(e.g., G.O. Budget and Non-State budget submissions) - This online portal is designed for submitting annual budgets for both state (72xxxx) and non-state (73xxxx, 74xxxx, 75xxxx, and 77xxxx) accounts. The University Budget Office will send an email containing the link to the system, along with instructions to guide you through the process of preparing and submitting your budgets. Salary expenses will be pre-populated from the Position Control Worksheets that are submitted by each area for each budget purpose and will be locked for users to ensure accuracy.
Budget Entry SystemBudget Transfer System
This new online system is designed to replace the existing Budget Allocation Adjustment form for non-salary budget transfers and RTU form for salary budget transfers for the G.O. Budget accounts. Rather than filling out the previous PDF forms, budget transfer details are now entered directly into the online form, which will be automatically routed for the necessary approvals. This system enhances efficiency through automation, reduces duplicative data entry, and minimizes the risk of errors.
Budget Transfer SystemPosition Control
During the budget cycle, units can access their respective position control worksheets via SharePoint, which will be pre-populated with salary expenses from the previous year for each individual. Units are responsible for updating the salary expenses for the upcoming budget year. Once the budgets are submitted, the original position control worksheets will be locked and used to track any lapsed salary dollars throughout the fiscal year. The University Budget Office will then copy the original position control worksheets into a current budget folder that units will use to make updates as needed during the fiscal year. Salary expense forecasts will be based on the data in these current position control worksheets, making it essential that they are kept updated.
Quarterly Forecasts
As part of our ongoing commitment to best practices in budget forecasting and to strengthen our financial planning efforts, the University Budget Office requires updated budget forecasts to be provided each quarter. These forecasts are required for G.O. Budget accounts (at the Vice Chancellor level), the Grants & Contracts fund group (at an overall level), all student fee and revenue bond unit accounts, and all non-state accounts with cash balances exceeding $100,000. Additionally, the University Budget Office will review the historical revenues and expenses for all non-state accounts with cash balances less than $100,000 and provide updated forecasts for these accounts. Units will be required to update their forecasts after each quarter for any changes in their operations that are known. The quarterly budget forecasts can be accessed via SharePoint.
