The Budget and Financial Planning department is a service unit with a primary purpose of analyzing data and preparing reports. We serve the University, Board of Governors (BOG), Board of Trustees (BOT), and state legislators. Our department works towards assisting all divisions and departments in reaching the core missions of the University of West Florida.
BOT Presentations, Graphs, PowerPoints, and Quarterly Reports
Schedule Cs - E&G Initial Operating Budget
Some useful Reports we have had developed in Information Navigator for campus users are:
BUDG000003-Approvers Document Detail is a list of budget transfer documents awaiting approval, created so approvers can use Information Navigator to see if there are documents for them to approve without having to sign into Banner to see if there are documents awaiting their approval.
BUDG000009-Free Cash Approver is used to determine available budget and free cash for non E&G/CF indexes.
BUDG000010-Budget Availability By Activity Code is used to find the available budget to the activity code level for those accounts that use activity codes.
BUDG000020-Document Detail by Status - Prod, is a list of all pending documents.
BUDG000044-Budget Availability Deficits is a list of all accounts for which you have Banner Security that currently have a deficit balance.
BUDG000047-Budget Control Proof List - Detailed, lets you see all information on an approved Budget Transfer, including the long text and the approval history.