Budget Partner SRBM Resources

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Tools for Budget & Finance Partners

This section is dedicated to providing SRBM related tools and resources specifically for financial planners, accountants, and data analysts.  Here, you will find in-depth guides, tools, and data sets that enable detailed analysis. Please note that some tools and software may require appropriate security access to view the reports.

Tools and Software

Explore tools available to assist in your budgeting tasks.

  • CORE Reports - The budget model reports listed below are used to pull the budget model student credit hour (SCH) and degree data. This data can be exported to Excel for further analysis. The appropriate security level is required to access these reports. 

    • Budget Model - SCH (BUD0500) - Displays credit hours taught by college.

    • Budget Model - Degrees Awarded (BUD0502) - Displays degrees awarded by college.

    • Budget Model - Degree Minors (BUD0523) - Displays minors awarded by college.

  • University Financial Management (UFM) Suite - Access Tableau dashboards for data visualization and reporting. Access has to be granted to view the UFM suite dashboards. The Budget Model Reporting Dashboard visualizes credit hours and degrees awarded data.

Resources

Budget Model CORE Reports & Filters (pdf) - Overview of the Budget Model CORE reports used for the budget model student credit hour and degree data. 

Data Definitions for the Budget Model CORE Reports (pdf)

Budget Model Data - Frequently Asked Questions (pdf)

Budget Model Fiscal Year to Academic Year Mapper (excel) - This calculator will display the corresponding academic years and academic periods needed to pull the credit hour and degree data for the SRBM. 

Training and Workshops

Attend the Budget & Finance Partner Forums to explore budget and finance topics in greater depth.