Budget Transfers
- In-Year Budget Request Guidelines (DOCX) - Guidelines for balanced, revenue-balanced and unbalanced budget transfer requests. Guidelines are renewed or changed annually concurrent with Budget Development.
- Budget Transfer Form (XLSM) - For budget journals/transfers starting fiscal year 2021. Completed forms should be emailed to the Budget Office at BudgetandPlanning@niu.edu.
- Balanced Budget Transfer Request (DOCX) - This guide facilitates balanced budget transfers through PeopleSoft. Note: this is a guide to use self-service options transferring previously authorized expenditure authority. For further information, assistance or training you can reach the Budget Office at budgetandplanning@niu.edu or 815-753-1909.
- Balanced Budget Transfer Approval (DOCX) - This is a guide to authorize/post balanced changes to previously authorized expenditure authority. For further information, assistance or training you can reach the Budget Office at budgetandplanning@niu.edu.
- Budget to Account Code Translation Table lists valid budget accounts with translations to account codes including revenues, transfers and expenditure.
Budget Development/Reviews
- Reference Sheet (PDF) - this guide includes a signage worksheet (debit vs. credit, plus vs. minus, increase vs. decrease)
Cost Center Maintenance and Hierarchy
- Requests for new, deactivation or changes of cost center and for signer/manager change requests:
- Cost Center Information Form (XLS) - A process is currently under development for online submittal of these forms. Until otherwise directed, please submit completed (and signed!) forms to BudgetandPlanning@niu.edu.
- Subclass listing of RAMP codes:
- PeopleSoft reporting trees (cost center hierarchy):
Budget Analysis and Review (Reporting)
- Pivot table template for daily email report:
- Report Template (XLSX) (template for a Pivot Table for daily reports with some data adjustments to improve reporting).
- Queries and PeopleSoft modules for budget review and analysis:
The Budget Office appreciates suggestions on budget-related reporting via budgetandplanning@niu.edu.