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Planning and Budget Resources and Forms

Budget Development (Hyperion) - Under Review

Instructions
Budget Development Checklist
Hyperion Reports Mapping Detail
Hyperion Training Manual

Budget Initiative Planning - Under Review

Instructions	Forms
Budget Initiative Request Form Instructions	Budget Initiative Funding Request Form

Cost Center Maintenance

Forms
Cost Center Action Form
Program Action Form
Cost Center Manager Change Form
NACUBO Program Code Guide
UHCL Request For Chartfield Action - Project Grant

Current Year Budget Request - Under Review

Instructions
Budget Request Form Instructions

ePRFs - Under Review

Instructions
ePRFs- Approval Process

Giftcard Request Form

Form
Gift Card Request Form (PDF)

Hyperion Security Access - Under Review

Instructions
Hyperion Budget & Planning (CoogPlan) Request Instructions

Journal Entries - Under Review

Instructions	Forms
Request to Budget New Revenue and/or Fund Balance	Request to Budget New Revenue and/or Fund Balance (Fillable Form)
Budget Journal- Additional Information
Budget Journal- Approval Process
Budget Journal- Creation and Processing
Budget Journal Workflow Examples
Budget Journal to Journal Entry Translation Chart
Budgeting Fund Equity
General Ledger Journal- Processing Fund Equity Journals

Policy Exception Form

Form
Policy Exception Form (Memorandum)

Tuition and Fee Process - Under Review

Instructions	Forms
Process for Tuition and Fee Requests	Tuition & Fee Request Form - Docusign
Tuition and Fee Request Instructions

CBOC Meeting Documents

Includes the Agendas, Recap Notes, and PowerPoints from all of the FY 2024 CBOC Meetings.

June 2024

April 2024

February 2024

January 2024

December 2023

November 2023

October 2023

September 2023

Past Meeting Agendas

Past Meeting Agendas

Past Meeting Recap Notes

Past Meeting Recap Notes

Past Meeting PPTs

Past Meeting PPTs