Budget and Fiscal Planning

The SRU office of Budget & Fiscal Planning facilitates the annual operating budget process and posts new fiscal year budgets into SAP.  We provide reporting and analysis, documentation, assistance and training on how to utilize SAP and BI (Business Intelligence) reports to review departmental financials.  This webpage provides instructional resource materials to assist in accessing fund center budgets in SAP and BI, understanding available/remaining budget and processing budget transfers.

Resource Documents

Business Intelligence Reports - Instructions for looking up budget/expense documentation using the BI (Business Intelligence) reporting tool.
SAP Budget Documents - Instructions for pre-posting a budget transfer document and creating a funds reservation in SAP.
SAP Password - SAP password instructions.
Fund Center Structure in SAP - Explanation of Fund Center numbering in SAP.