Resources - NIU - Budget and Financial Planning

Below is a listing of forms and resources by the subject that is available to our budget and business manager community. If you need assistance, would like to provide feedback or to schedule an individualized virtual training for your department please contact us at budgetandplanning@niu.edu.

Newest updates include the publication of the In-Year Budget Request Guidelines and a step-by-step guide for requesting and approving a Balanced Budget Transfer.

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 Tablelists 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)
Budget Guidance (PDF) – guidance issued on the development and preparation of local unit budgets.

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:
- Subclass (RAMP) Codes QuickList (PDF)
- Subclass (RAMP) Codes and Definitions (PDF)
PeopleSoft reporting trees (cost center hierarchy):
- NIU tree(PDF)(cost centers hierarchy by organization structure)
- NIU bond revenue tree(PDF)(Bond revenue cost centers hierarchy by org. structure)
- Organizational Changes of Business Infrastructure Quick Guide (DOCX) (formerly known as Department Changes) – is a guide on what OCBI is, whom is represented in handling OCBI and how OCBIs are executed

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:
- Listing of Queries/Modules (DOCX) in PeopleSoft supporting various Analysis and Reviews

The Budget Office appreciates suggestions on budget-related reporting via budgetandplanning@niu.edu.

Contact Us

Andrew Rogers, Associate Vice President
arogers7@niu.edu
815-753-8411

Malhar Saheed, Director, Financial Planning
asaheed@niu.edu
815-753-1800

Abby Lund, Director, Budget Operations
alund@niu.edu
815-753-1144

Kasturi Hyderkhan, Data and Analytics Lead
khyderkhan1@niu.edu

General Budget Office
budgetandplanning@niu.edu