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Planning and Budget Resources and Forms

In this section

Spending Control & Optimization Measures (SCOM)

SCOM Title/Summary PDF Docusign Form
26-01 Critical Hire Request Form


26-01 (PDF) 

 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

  • Hyperion Reports Mapping Detail (XLS)
  • Hyperion Training Manual (PDF)

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)

Department Request for Action Form

Instructions

  • Department Request For Action Form Instructions (PDF)
  • ePRFs- Approval Process (PDF)

Form

  • Department Request For Action Form (PDF)

Gift Card Request Form

  • Gift Card Request Form (PDF)

Hyperion Security Access - Under Review

Instructions

  • Hyperion Budget & Planning (CoogPlan) Request Instructions (PDF)

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)

Form

  • Request to Budget New Revenue and/or Fund Balance (PDF Fillable Form)

Policy Exception Form

Tuition and Fee Process - Under Review

Instructions

  • Process for Tuition and Fee Requests (PDF)
  • Tuition and Fee Request Instructions (PDF)

Form