Financial Planning & Analysis

Dedicated to the Mission

🔹 Office Hours Schedule

Drop-in support sessions began in April 2025 and are now held at 10:00 AM every Wednesday. Calendar invitations have been sent out to all provisioned transactors. 

Recordings are posted as quickly as possible after sessions.

Budget Office Hours Recordings

  • January Budget Office Hour Recordings
    1. January 7th, 2026
    2. January 21st, 2026
    3. January 28th, 2026
    February Budget Office Hour Recordings
    1. February 3rd, 2026
    2. February 11th, 2026
    3. February 18th, 2026
    4. February 25th, 2026
    March Budget Office Hour Recordings
    1. March 4th, 2026
    2. March 11th, 2026
    3. March 18th, 2026
    April Budget Office Hour Recordings
    1. April 1st, 2026
    2. April 8th, 2026
      This meeting focused on fiscal year-end preparation, fund cleanup, and process improvements related to transfers and system functionality.

      A primary priority is the cleanup of the 69993 fund, which currently carries a significant balance. Units were reminded to submit salary cost transfers (SCTs) promptly—especially for prior-year expenses—to ensure accurate reporting and avoid deficits ahead of fiscal close. There was also an emphasis on clearing all permanent deficits, with the exception of allowable salary savings, and ensuring budgets are aligned down to the flex level.

      Discussion also covered Inter-Campus Transfer (ITF) deadlines. The final submission deadline is May 21, though some campuses may require earlier action. To avoid processing issues, units were advised to pause new ITF submissions after this date and resume activity in the new fiscal year beginning July 1.

      Several operational challenges were raised. These included system limitations with the expense transfer tool, rejected transfers lacking clear justification, and difficulties reconciling older salary and payroll data across reporting systems. These issues are impacting departments’ ability to fully clean up funds and complete transfers efficiently.

      There were also concerns about limited visibility into ITF tracking and status updates, as well as unclear transaction details in existing systems. Improvements to tracking processes and communication tools are being explored.

      Additionally, updates were shared regarding a reorganization of the website to improve accessibility and clarity of budget-related resources. A demonstration of the updated site is planned.

      Overall, the discussion emphasized timely action on fiscal close tasks, the need for improved system functionality, and enhancements to tracking and communication processes to better support departments.

  • Office Hours Recordings & Notes

    1. Friday, April 25th: Installing Smart View & Updating Your Settings; Getting your Work Sheet Set Up (covering Guide 2 &  the beginning of Guide 3)
    2. Monday, April 28th: Getting your Work Sheet Set Up (Covering Setting Up your Cost Share Guide Tab in your Work Sheet from Guide 3)

    3. Wednesday, April 30th: Gifts & Endowments as wells as the Control Budget Review Tab

    4. Friday, May 2nd

    5. Monday, May 5th

    6. Thursday, May 8th
    Please find the Cost Share Example Worksheet referenced in the meeting linked here.

    7. Monday, May 12th: Getting Setup in PROD

    8. Wednesday, May 14th Office Hours

    9. Friday, May 16th Office Hours

    10. Monday, May 19th Office Hours

    11. Wednesday, May 21st Office Hours

    12. Friday, May 23rd Office Hours

    13. Wednesday, May 28th Office Hours: The Budget Process

    14. Friday, May 30th Office Hours

    15. Wednesday, June 4th Office Hours

    16. Friday, June 6th Office Hours

    17. Wednesday, June 11th Office Hours

    18. Friday, June 13th Office Hours

    18. Wednesday, June 18th

    19. Friday, June 20th

    20. Wednesday, June 25th

    21. Thursday, June 26th: The Budget Process

    22. Friday, June 27th

    23. Wednesday, July 2nd

    24. Wednesday, July 9th

    25. Friday, July 11th

    26. Wednesday, July 23rd

    27. Friday, July 25th 

    28. Wednesday, July 30th

    29. Friday, August 1st 

    30. Wednesday, August 6th 

    31. Friday, August 8th 

    32. Wednesday, August 13th

    33. August 20th Office Hours

    34. August 27th Office Hours

    35. September 3rd Office Hours

    36. September 10th Office Hours

    27. September 17th Office Hours

    28. September 24th Office Hours

    29. October 1st Office Hours

    30. October 15th Office Hours

    31. October 22nd Office Hours

    32. October 29th Office Hours

    33. November 5th Office Hours

    34. November 12th Office Hours

    35. November 19th Office Hours

    36. December 3rd Office Hours

    37. December 10th Office Hours

    38. December 17th Office Hours

    🔹 Need Help?

    📧 budgetoffice@ucr.edu
    If you need support outside of office hours, email us and we’ll connect you with the right resources.