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!