Planning and Budget Resources and Forms
Spending Control & Optimization Measures (SCOM)
| SCOM | Title/Summary | Docusign Form | |
|---|---|---|---|
| 26-01 | Critical Hire Request Form |
|
26-01 (DocuSign link) |
| 26-02 | Critical HEAF Request Form | 26-02 (PDF) | 26-02 (DocuSign link) |
| 26-03 | Request To Budget New Revenue and/or Fund Balance Form |
26-03 (PDF) | 26-03 (DocuSign link) |
Budget Development (Hyperion) - Under Review
Instructions
- Budget Development Checklist (PDF)
- Hyperion Reports Mapping Detail (XLS)
- Hyperion Training Manual (PDF)
Budget Initiative Planning - Under Review
Instructions
Cost Center Maintenance
Instructions
- Cost Center Action Form (PDF)
- Program Action Form (PDF)
- Cost Center Manager Change Form (XLS)
- NACUBO Program Code Guide (PDF)
- UHCL Request For Chartfield Action - Project Grant (XLS)
Current Year Budget Request - Under Review
Instructions
Department Request for Action Form
Gift Card Request Form
Hyperion Security Access - Under Review
Instructions
Journal Entries - Under Review
Instructions
- Request to Budget New Revenue and/or Fund Balance (PDF)
- Budget Journal- Additional Information (PDF)
- Budget Journal- Approval Process (PDF)
- Budget Journal- Creation and Processing (PDF)
- Budget Journal Workflow Examples (PDF)
- Budget Journal to Journal Entry Translation Chart (PDF)
- Budgeting Fund Equity (PDF)
- General Ledger Journal- Processing Fund Equity Journals (PDF)