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Cognos Planning Resource Guides

Cognos Planning Analytics and Budget System

The Cognos Planning Analytics (PA) 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 (Link to be updated) 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. Select the following document to read about Cognos Planning Analytics roles:  Cognos PA Security Rights. (Link to be updated)

Cognos Planning Analytics Training 

Formal training sessions will be available for registration through EBS or available through Zoom, for remote participation (Link found inside Training Overview). Further "Drop ins" will be available for questions and feedback bi-weekly until Unit Budget Planning opens, weekly thereafter through the raise process. 

Issue Opening Cognos PA Applications

  • Internet Explorer 11 will work with Cognos PA but not in the default mode.  If you are having difficulty opening/working inside Cognos PA applications on the web, please follow the steps in this document: Troubleshooting Cognos PA Web Client.
  • For now, a connection to Pulse Secure VPN is required to access Cognos PA. For steps to download Pulse Secure, please follow the steps in the following document: Pulse Secure VPN Guide.

Resource Guides

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 (Link to be updated), 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.

General Fund Unit Budget Planning

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.

  • Budget Process Schedule
  • Instructions for Completing Unit Budgets (Link to be updated)
  • Resource Guide – General Fund Unit Budget Planning (Link to be updated)
  • Quick Guide – General Fund Unit Budget Planning (Link to be updated)
  • Presentation - General Fund Unit Budget Planning (Link to be updated)
Faculty, Academic Staff and Professional Raise Process 

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.

  • Faculty Raise Process Schedule (Link to be updated)
  • Professional Raise Process Schedule (Link to be updated)
  • Faculty Raise Process PowerPoint Presentation (Link to be updated)
  • Resource Guide - Faculty Raise Process (Link to be updated)
  • Quick Guide - Raise Process Non Union Faculty (Link to be updated)
  • Quick Guide - Raise Process UNTF Faculty (Link to be updated)
  • Academic Human Resources Salary Adjustment Guidelines (Link to be updated)
  • Professional Staff Raise Process PowerPoint Presentation (Link to be updated)
  • Resource Guide - Professional Staff Raise Process (Link to be updated)
  • Quick Guide - Raise Process Professional Staff (Link to be updated)
Provost Market Process

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.

  • Provost Market Process PowerPoint Presentation (Link to be updated)
  • Resource Guide – Provost Market Process (Link to be updated)
  • University-Level Market Adjustment Funding Pool (Link to be updated)
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