The Cognos Enterprise Planning (EP) Planning and Budget System is a web-based tool to collaboratively plan, budget and forecast. This web page provides information and materials to assist MSU staff using this system. The Planning and Budget applications are accessible from the EBS Portal, based on your assigned security role. To access the EBS Portal, enter or click on http://ebs.msu.edu/ and log in using your MSU NetID and password.
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. Select the following document to read about Cognos Enterprise Planning roles: Cognos EP Security Rights.
To access applications within the EBS Planning and Budgets System, it requires the Cognos Contributor web client installed on your computer.
Note: You must be running a Windows operating system. Follow these instructions to install:
Cognos Contributor Web Client download and instructions.
If you experience installation issues with the above instructions, please follow the installation steps in this document:
Cognos Contributor Web Client download and instructions (using MSI files).
Internet Explorer 11 will work with Cognos EP but not in the default mode. Compatibility mode needs to be used instead. If you are having difficulty opening Cognos EP applications on the web, please follow the steps in this document: Troubleshooting Cognos EP Web Client.
Base Budget Reallocation, this resource guide provides information you need on how continuing and reducible base allocations are derived, which is the starting point for the coming year’s allocations. If inconsistencies are found, the updates are entered in the application. Recurring adjustments, such as faculty markets, promotions, transfers, from the Base Budget Reconciliation application are fed into the Salary and Wage Allocation application. Currently allocations are at the MAU Organization of Interest (OOI) level and does not extend lower to the U1 or U2 levels.
Salary and Wage Allocation, this resource guide provides the information you need to access data for salary and wage increments to be used in planning perspective budgets. This application displays prior year budget for employee groups, nonrecurring adjustments, salary and wage increments per agreements and contracts, annualized amounts, and operating supplies and services percent increase. Data entered in the Base Budget Reconciliation application will also appear in this application, i.e. transfers, promotions and Provost Markets.
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. This application is used to gather and manage allocations for specific university initiatives and special projects. The necessary funding for these program allocations is determined during strategic planning meetings. The results are fed into the general fund budget allocation application and includes in and after budget amounts both recurring and nonrecurring. This application is used by University level strategic planning offices, i.e. Office of Planning and Budgets, Provost, Information Technology Services for Technology and Learning Environment (TLE), Executive Vice President Administrative Services, and Vice President of Research and Graduate Studies.
The following guides provide the information you need on accessing, entering and submission of data in the Planning and Budgeting System to develop general fund unit budgets.
The following 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. Also included are resource guides that provide information about accessing and entering Merit raise and Optional Special increases for union and non-union professional (including nurses) and supervisory staff. Staff within the professional raise application will appear once in the raise model by employing organizational unit.
The following guides will provide the information you need on accessing and entering data for Provost Market request process. Provost Markets are special raises given to exceptional non-union Faculty and Academic Staff employees. Requests for these Provost Market raises are submitted to the Office of Planning and Budgets (OPB) through this application, then they are consolidated and passed on to the Provost’s Office for approval. This application is designed to: 1) collect the Provost Market request amounts; 2) collect supporting documentation for the Provost Market requests; 3) provide requesting units appropriate personnel data; 4) provide requesting units with a control totals; and 5) provide decision makers with statistical data about the Provost Market requests.
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