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Budget and Financial Planning

MISSION: We support UTSA’s strategic initiatives through sound budget analysis and allocation practices that assist management decision-making and planning. We work with all campus departments to guide the annual budgetary process, achieve process improvements, create transparency, and develop innovative solutions. Our team-oriented and professional services anticipate customers’ needs, provide appropriate guidance, and produce accurate and timely information.

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Calendar

FY 2018 Funding Position Deadline

2016-2017 Legislative Appropriation Request (LAR) Calendar (PPT)

FY 2017 Budget Calendar

High Level Budget Development Calendar

Budget and Financial Planning Training & Tools

UTSA Training

  1. Funding Positions
    1. UPK Job Aid- Add Multiple Funding Sources
    2. UPK Job Aid - Add Update Funding to DBT
    3. UPK Job Aid - Lookup Combination Code Tool
  2. Managing Departmental Expense and Revenue Budgets
    1. UTSA Chart of Accounts Quick Reference Guide
    2. Budget Checking Process Diagram- Purchasing Example
    3. Budget Checking Exceptions Process Diagram
  3. Budget Planning (Hyperion) Part I - Position Budgeting
  4. Budget Planning (Hyperion) Part II - Revenue and Expense Budgeting

  5. Hyperion Job Aids - Revenue and Expense Budgeting
    1. Reconcile an E&G Cost Center - using existing expense categories
    2. Reconcile an E&G Cost Center - by adding a new expense category
    3. Reoncile a Designated Tuition Funded Cost Center - by using existing expense categories
    4. Reoncile a Designated Tuition Funded Cost Center - by adding a new expense category
    5. Reconcile a Fee Funded (Other Designated and IDC) Cost Center
    6. Reconcile a Fee Funded (Other Designated and IDC) Cost Center - by adding a new revenue and expense category
    7. Reconcile Cost Centers using Transfer Descriptions - funding the same Cost Centers as prior year
    8. Reconcile Cost Centers using Transfer Descriptions - add a new Cost Center to be funded
  6. Budget Status Report
  7. Budget Planning (Hyperion) Refresher
General Budget Guidelines
Merit Process
Operating Budget
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