Planning and Budgets System Support
The Planning and Budget System is a web-based planning tool to collaboratively plan, budget and forecast. This web page provides information and materials to assist MSU staff using this system.
Below are some of the key features of this application:
- Standardized approach to planning and budgeting.
- Easy access to data included in the budget.
- Built-in workflow to help streamline the process.
- The capability of consolidating and preserving underlying data.
- The ability for units to delegate planning to the department level.
The Planning and Budget applications are accessible from the EBS Portal, based on your assigned security role. To access the portal, click the EBS Login button at the top of this website and log in using your MSU NetID and password.
Security Roles
Access to the Planning and Budget applications is determined by the security roles granted within D6501. Workflow screens will be different depending on the security role entered for each application. View this document to read about Cognos Enterprise Planning roles.
Required Software
The Cognos Contributor Web Client must be installed on your computer to use the Planning and Budgets system. Find installation instructions and a download link here.
Educational Session Materials
Unit Level General Fund Budget Planning webinar
- Watch the recorded webinar here.
Faculty Raise webinar
- Watch the recorded webinar here.
Training Materials
Cognos Contributor
This document provides information about system access, navigation and workspace functionality.
- PowerPoint Presentation - Click here to view slides.
Base Budget Reconciliation
This guide provides the information you need to access data for developing the recurring base which is the foundation for the planning year.
- Base Budget Reallocation Guide - click here to view guide.
Salary and Wage Allocation
This guide provides the information you need to access data for salary and wage increments to be used in planning perspective budgets.
-
Salary and Wage Allocation Guide - click here to view guide.
Program Allocation
This resource guide describes how to enter data into the Cognos Planning application that is used to record and summarize program allocations by MAU. The results are fed into the general fund budget allocation application and includes in and after budget amounts both recurring and nonrecurring.
- Program Allocation Guide - click here to view guide.
Unit Budget Planning
These guides provide the information you need on accessing, entering and submission of data in the EBS Planning and Budgeting system to develop general fund unit budgets.
Faculty and Academic Support Staff Raise Process
These guides will provide the information you need on accessing and entering data for Merit, College, Promotion and Provost Market increases for non-union faculty as well as Merit and College increases for union faculty.
