Budgeting Training Materials

Job aids, handouts and training guides are the latest versions of materials used in OBFS training courses. For your convenience, documents will open in new browser windows. Most documents are in the Acrobat (PDF) format.

Job Aids

• Budget Worksheet (PDF)
• Line Item Detail Report (PDF)
• Organization Hierarchy Report (PDF)
• Organization Lock (PDF)
• Budget Development Summary Macro (MS Excel) - Clicking on the job aid will either open, or give you the option to save, the file. If you choose to save the file, verify that the filename is "BudgetDevelopmentSummaryMacro." Naming the file anything else will cause the macro to abort.

Handouts

• Budget Rule Codes (PDF)
• Forms for Budget-related Research (PDF)

Using Budget Development (UIUC Specific)

Webinar

Are you responsible for entering budgets during the annual budget cycle? Are you new to using Budget Development, the tool used to enter budgets in Banner during the annual budget cycle? If you answered yes to either of those questions, this Webinar will be useful to you. It provides an introduction to Budget Development, along with information on how to use Budget Development to record unit budgets for the upcoming fiscal year. This Webinar also includes helpful OBFS Budget website information for the annual budget cycle.

• Using Budget Development Slides (PDF)

Please send questions or comments regarding training to the OBFS Training Team at obfstrainingteam@uillinois.edu.

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Last Updated: June 13, 2011