Budget Planning and Analysis Requests

Budget Planning and Analysis Requests

Please submit the following requests via Smartsheet:

Academic Personnel Position Request/Update

Annual Budget Allocation

Base Budget Adjustment (Budget Import Template)

(MUST UPLOAD PDF FROM TABLEAU SHOWING SUFFICIENT FUNDING TO SUPPORT THE ADJUSTMENT: DeptID>Fund>Class)

Budget Transfer (Budget Transfer Form)

(MUST UPLOAD PDF FROM TABLEAU SHOWING SUFFICIENT FUNDING TO SUPPORT THE TRANSFER: DeptID>Fund>Class)

Capital Projects Cash Transfer

Capital Project Code Creation/Update

Class Code Creation/Update

Cost Recovery

Dept ID Creation/Update

Grants

HEERA Manager Updates - Faculty & Students

Payroll Expenditure Adj/Position CFS Update

Position Budget Adjustment

Student Assistant Position Number Creation/Update

Trainings

Union Release Time

University Tree Updates (Reorgs)

Please upload the form tied to the request along with any supporting documentation associated with each request. Example: Payroll Expenditure Adjustments requires the Payroll Expenditure Adjustment form and the applicable monthly HR Expenditure Report to support the request.

For general questions, please email budget@cpp.edu. For questions concerning BP&A's Smartsheet submission portal, please contact us at budget@cpp.edu. Thank you!

Fiscal Year (FY of Submitted Request for Metrics)*

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Requestor*

Requestor Email*

Type of Request*

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Number of Positions (Create/Update)*

Number of Payroll Adjustments (rows in the file)*

Pay Periods Impacted (Past Adj- Attach HR Exp Rpt)*

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Pay Period to Revert to Original CFS (YYYY/MM)

Available Trainings*

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Additional Information (Optional)

Submitter's Division*

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Submitter's Academic Affairs AVP/Dean*

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Submitter's Academic Affairs Dept*

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Submitter's Administrative Affairs AVP/Dean*

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Submitter's Administrative Affairs Dept*

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Submitter's IT&IP AVP/Dean*

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Submitter's IT&IP Dept*

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Submitter's President's Office AVP/Dean

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Submitter's Presidents' Office Dept*

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Submitter's Student Affairs AVP/Dean

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Submitter's Student Affairs Dept*

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Submitter's University Advancement AVP/Dean

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Submitter's University Advancement Dept*

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File Upload*

Supporting document required except when requesting Virtual Trainings.

Drag and drop files here or

Upload a PDF from Tableau showing sufficient funding in the CFS(s) being debited.*

Send me a copy of my responses

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