Training
Our training material provides you with a better understanding of the budget planning functionality and the related processes and procedures to take full advantage of the budget system, improve the experience of financial information, and ensure departments’ success in the management of the University’s fiscal responsibilities.
Upcoming training dates
FY27 Budget Training for Fiscal Officers
Date: February 24, 2026
This training is designed for fiscal officers with access to Anaplan and will prepare you for the FY27 budget cycle.
Sessions
- Session 1: Anaplan Refresher Training
- Time: 9:30–10:30 a.m. (1 hour)
- Audience: Returning fiscal officers
- Overview: A high-level review of key processes and tools to ensure readiness for the upcoming budget cycle.
- Session 2: Anaplan 101 -New Fiscal Officer Training
- Time: 10:45 a.m. – 12:15 p.m. (1.5 hours)
- Audience: New fiscal officers
- Overview: An in-depth walkthrough of Anaplan and budget development steps, with additional time for questions and detailed guidance.
Key Topics for Both Sessions:
- Navigating Anaplan: How to access and use budget modules effectively.
- Position Data Entry: Entering and verifying professional and classified positions, including costing allocations and split-funded positions.
- Budget Development Steps: Reviewing position lines, revenue and expense budgeting, transfers, and understanding key reports.
These sessions will ensure you have the tools and knowledge needed for accurate and timely budget submissions.
Want to learn more?
Log in to the Knowledge Base with your NetID using single sign-on, then select the Budget Module to access trainings. Here you can learn about budget revisions, position requests, report interpretation and more including presentations, job aids and videos. Please visit the Knowledge Base.