Planning and Budgeting Dashboard
Find out about business scenarios, data selection, report view options, and data definitions for Planning and Budgeting Dashboard available under Budget & Finance in the Business Analytics Hub (bah.ucsd.edu).
This dashboard delivers an initial suite of planning and budgeting reports intended to support campus business officers. They are designed to support internal variance analysis against the university budget plans captured in the Oracle Planning and Budgeting tool, and as such use Managerial Reporting hierarchies.
| Report | Description |
|---|---|
| Budget vs Actual |
This report provides the user with budget, actual, carryforward balance, and budget variances in a table format. |
| Compensation Reports |
These reports provide monthly and year-end variance reporting at the position level using budgeted, actual, and projected compensation costs by Fund, Financial Unit, Function or Position Class. |
| Core Recurring Final Budget by Year |
This report is used to view an operating unit's FY21 and FY22 Core Recurring Budget, the recurring approved annualized plan of operations for the university. |
| EPBCS Access by Financial Unit |
This report provides a summary of EPBCS Access Group Assignments by user. |
| Total Budget Summary (TBS) |
This report is used to view the consolidated summary output of Unrestricted Funds generated by the Budget development process and allows Budget preparers to validate data as they are entering Budget amounts for the current Budget planning year. |
| Total Core Expense Budget by Fin Unit |
This report displays Total Core Recurring Expenses at various levels of the Financial Unit hierarchy across campus. |
Resources
- View the Report Index for more specific guidance on which report or dashboard to run based on your case.