Note

If you are completing a budget for a new account request for the Budget Year, do not complete the Prior Year1 Actual Budget Column or the Current Year Projected Actual Column. The Actual Budget Column and Projected Actual Column are required for the Annual Budget Process.

Headings

  1. Institution – UNLV
  2. Area – select from drop down menu
  3. Unit – select from drop down menu
  4. Department – enter college or department name
  5. Function & Admin – select from drop down menu
  6. a. Workday Account - enter Fund, Cost Center and Worktag
  7. b. Legacy Account - enter Fund, Agency and Organization 
  8. Account Title – per Financial System
  9. Org Manager – Primary Signatory Authority/Responsibility for account.

Prior Year1 Actual Budget Column

  1. Pull the needed Workday report.
  2. Select the Prior Year - 12 June (Year End).
  3. Enter beginning balance per the bottom of the report.
  4. Enter Year to date totals for revenue and expense categories into the corresponding cells.
  5. Check that the ending cash balance in cell F59 matches the ending balance from the Workday report

Current Year2 Projected Actual Column

  • Using the Workday report, select the Current Year2 and the prior closed month.
  • Revenue – All summary revenue amounts are picked up from Revenue calculations on Forms R1 & R2.
  • Expense
    • Enter Year to date totals for Graduate salaries, Student and Non-Student Wages, Travel, and Scholarships into the corresponding grey cells.
    • Activity for the remaining months of the Current Year2 for these categories will need to be calculated and added to these totals.
    • Fringe on Graduate Salaries and Wages is calculated automatically.
  • Summary Professional and Classified salaries, Operations, and Transfers Out are picked up from separate Forms.

Budget Year3 Budget Column

  • Revenue – All summary revenue amounts are picked up from Revenue calculations on Forms R1 & R2
  • Expense – Enter total amounts for Graduate salaries, Student and Non-Student Wages, Travel, and Scholarships into the corresponding grey cells.
  • Fringe on Graduate Salaries and Wages is calculated automatically.
  • Summary Professional and Classified salaries, Operations, and Transfers Out are picked up from separate Forms.

Hosting

  • If hosting has been authorized for a restricted account, row 47 can be used to budget that category.
    1. Enter Prior Year1 actual, Current Year2 Projected Actual, and Budget Year3 Budget amounts in the correct column fields.
  • If hosting has not been authorized for an account, the budget line cannot be set up and any allocation in this line will be moved to Reserves.
  • Authorization requests for hosting on restricted accounts in Fund FD415 can be directed to the Controller’s Office

Contact Information

  1. Enter name and extension of preparer and date finalized.
  2. Enter name and extension of Budget Officer who reviewed the budget and date approved.
Fiscal Year Notation Date Span
1 Prior Year = FY21 07/01/20 - 06/30/21
2 Current Year = FY22 07/01/21 - 06/30/22
3 Budget Year = FY23 07/01/22 - 06/30/23