BudCast - Basic Operating Plan


What you will learn:

By the end of class, attendees will understand how to work within the BudCast Operating Plan to plan their departmental budget. Attendees will be given the opportunity to work within BudCast with instructor assistance so that real-world applications can be understood and practiced.

Course objectives:   

By the end of this course, attendees will be able to:

  • Perform basic navigational functions within the Operating Plan - Version Budget and the Reporting module.
  • Spread departmental budget across twelve monthly columns, and understand downstream effects of this in BudCast Reporting.
  • Perform 'Manual Reallocations'.
  • Understand the Year-to-Date (YTD) Report, and report distribution.

Category(s):Professional Development



Staff members must have been granted access to the BudCast - Grants Administration module before attending this class. Access forms can be found here.

Users will need to have working knowledge of the University's budgets and should understand terms such as ARSP, positions, pools, OOE, forecasts, projections, budget transfers, etc. before attending this class.