Planning & Budgets

Planning Analytics Resources

Overview

Cognos Planning Analytics (PA) is an applications system used for enterprise wide planning, budgeting and forecasting.  Enterprise Business Systems (EBS) provides access to Planning Analytics which is compatible with Chrome, Edge and Firefox web browsers.  Contact Office of Planning and Budgets if issues arise using Internet Explorer.

Acquiring Access

• Planning Analytics Access (PDF) - Step by step guide to requesting Planning Analytics access.  User access is assigned based on security roles granted by Security Contacts within D6501 Web Security System or submitting an Access Request Memo (ARM) form.  
• User Security Roles (PDF) - Explanation of various types of security access roles assigned within Planning Analytics applications.  
• Logging into Planning Analytics - Sign into EBS Portal at http://ebs.msu.edu using MSU NetID and password.  Select "Planning & Budgets" tile to launch the application. 

Introduction to Planning Analytics

• Glossary (PDF) – A listing of commonly used terms and abbreviations, and their descriptions.
• Basic User Interface (PDF) – User guide that provides basic information on viewing, entering, editing, approving and submitting data in Planning Analytics.
• Cognos PA Data Flow Diagram (PDF) - Cognos Planning Analytics houses multiple applications that are used for the development of General Fund - Unit Budget Planning. The Data Flow Diagram exhibits interactions and data flow between these applications.
• OPB Resource Contacts (PDF) – Contact information for questions related to Planning Analytics applications, Budget Allocations and Funding, and Training Resources posted on OPB website.

Training Resources

Training for various applications in Planning Analytics is offered through in-class instruction, with option for remote participation via Zoom.  

• Training Overview (PDF) - Information about training courses, registration and availability of additional resources.
• Training Calendar (PDF) - A list of upcoming training courses with venue / zoom details.

Training Presentations 

• New MAU Fiscal Budget Process Training - June 11, 2020 Recordings
  • Introduction to OPB and SBP, BBR, SWA Applications Overview
  • FEE, OCC, RBI and RFA Applications and Planning and Allocation Process Overview
  • BCN, UBP and PAD Presentations
  • UBP, PAD and CF Applications Overview
• Budget Profiles (PRF)
  • Presentation (PDF)
• Spring Budget Planning (SBP)
  • Presentation (PDF)
  • Recording
• Base Budget Reconciliation (BBR) and Salary and Wage Allocations (SWA)
  • Presentation (PDF)
  • Recording
• Special Program Fees (FEE), Revenue Based Initiatives (RBI), Off Campus Credit Instruction (OCC) and Research Facilitation Allocation (RFA)
  • Presentation (PDF)
  • Recording
• Program Allocations (PRA) and Program Allocations Detail (PAD)
  • Presentation (PDF)
  • Recording
• Budget Allocations (BAC)
  • Presentation (PDF)
• Budget Control Number (BCN) and GF - Unit Budget Planning (UBP)
  • Presentation (PDF)
  • Recording
• HEIDI Dean Expense Training
  • Presentation (PDF)
• Carry Forward
  • Recording
• Raise Process for Faculty and Academic Staff
  • Presentation (PDF) (2020 presentation coming post training)
  • Raise Process Eligibility Determination (PDF)
• Provost Market Process
  • Presentation (2020 presentation coming post training)

General Fund - Unit Budget Planning (UBP)

• Instructions for Completing Unit Budgets (PDF) (Updates forthcoming)
• List of Object Codes (PDF)
• Planning Process and Policies - Additional information on Planning and Budgeting Process, Calendars, Policies and Guidelines.

2020 Resource Guides Forthcoming -

• Base Budget Reconciliation (BBR)
• Salary and Wage Allocations (SWA)
• Special Program Fees (FEE)
• Revenue Based Initiatives (RBI)
• Off Campus Credit Instruction (OCC)
• Research Facilitation Allocation (RFA)
• Program Allocations (PRA)
• GF - Unit Budget Planning (UBP)
• Faculty Raise Process
• Provost Market Raise Process