Overview
In the UCSDPLAN tool, budget preparers use Task List 4 to budget non-compensation expenses for Core Funds. To plan a Core One-Time Budget, updates are made on Form 4.3 Review and Realign Core One-Time Budget. Form 4.3 will display any Staff & Faculty compensation budget data completed in Task Lists 1 and 2. Form 4.3 will also display any one-time funding amounts committed to the specific FinUnit-Fund-Function-Project combination that were recorded by the Campus Budget Office or a VC/Dean’s Office in the Resource Commitment Tracking Tool.
Essential Information
- FAQ, KB0033152: Preparing a Budget in UCSDPLAN.
- The following steps assume the budget preparer has user access to UCSDPLAN and is logged in.
- Form 4.3 is limited to allow budget entry on only Core Funds as grouped in the Alternate Fund Hierarchy.
- Contract & Grant funds, Gift Funds or Other Unrestricted Funds will not display in Form 4.3.
- Use the Direct Input column to enter non-compensation expense budget amounts, as well as Internal Resource Transfer budget amounts.
- External revenue cannot be budgeted on Core Funds.
- Account codes for Internal Resources and Budget Expenses are prepopulated on Form 4.3 and cannot be changed/added/deleted.
- When budgeting Internal Resource Transfer Accounts, remember to use the correct signage:
Next Steps
Entering budget figures on account codes already displayed on Form 4.3
1. From the UCSDPLAN home page, click on Tasks.
2. Navigate to Task List 4 Review and Manage Core Fund Budgets, expand the triangle to display Task 4.3 Review and Realign Core One-Time Budget, click to load the form.
3. In Form 4.3 Review and Realign Core One-Time Budget, update the Point of View (POV), for the desired budget, by selecting the EFinUnit, Fund, Function and Project. These selections will update the form view automatically as you make them.
5. In the Direct Input column where white cells are displayed, enter budget figures on any account number that is available, cells will turn yellow as you make changes.
6. Click Save and the cells change to white indicating that the entries have been successfully updated, a confirmation message displays indicating the data was saved, click OK to close the message.