Position Budgeting & Planning System (PBPS)

VISION
Implement an integrated budgeting and planning solution that enables the users to manage existing and projected budgets using current and previous General Ledger and Human Resource Management data.

 Implementation

  • Aug 2017: Administration and Finance
  • Dec 2017: Information Technology
  • Jan 2018: HRDI, University Advancement
  • Feb 2018: Student Affairs, President's Office
  • Apr 2018: Academic Affairs (Provost Office, Engineering and Computer Science, Health and Human Development, Library)
  • Sept 2018: Academic Affairs (Business and Economics, Communications, Humanities and Social Sciences)
  • Nov 2018: Academic Affairs (Arts, Education, Natural Sciences and Mathematics)

Training Resources

 

Training is scheduled through the Budget Office
in coordination with division finance coordinators.

For more information on training materials, contact: ittraining@fullerton.edu

About Position Budgeting & Planning System

Key Objectives

  • Build staffing budgets by position and employee
  • Manage positions, and position data, and position-related compensation details using analytics and reporting
  • Identify impact of salary changes on compensation budget
  • Develop an interface with HR system to load employee job data such as employee status, salary rate, bargaining unit & job classification data
  • Forecast the impact of new positions, new hires, workforce reductions, bargaining unit proposals, and compensation and benefit changes as they occur throughout the year
  • Proactive identification of budget problems and issue notifications
  • Budget transfers – process transfer between budget line items to align budget

Concepts

  • Types of Budgets: permanent budget (base) and temporary budget (one-time)
  • Monitoring Budget Balance: permanent or temporary budget surplus or deficit

Implementation Goals

  • Finalize project plan, roles/responsibilities, and timeline
  • Identify pilot participants
  • Presentation to functional users
  • Provide training
  • Baseline position budget data collection from functional users
  • Incorporate one-time and OE&E budget
  • Budget transfers