Budgeting and forecasting workbook
Budgeting and forecasting workbook
You will need to use the Budget and Forecast Workbook (XLSM, 1.5 MB).
Contact Financial Planning and Analysis if you have questions about the budgeting and forecasting workbook or guidelines.
Budget guidelines
- Faculties and institutes budget guidelines (PDF, 1.6 MB)
- Central unit budget guidelines (PDF, 1.5 MB)
Guides for completing the workbook
A number of guides have been created to help you complete your workbook:
- Live reporting of forecasts (PDF, 380.8 KB)
- Workbook summary guide (DOCX, 1.3 MB)
- Chart string register tab guide (DOCX, 380.4 KB)
- Chart string register – merge guide (DOCX, 1.3 MB)
- Chart string register – creating a new group workbook (DOCX, 374.2 KB)
- End-of-month workbook update (DOCX, 2.6 MB)
- Entering forecasts (DOCX, 654.7 KB)
- Entering multi-year forecast data (DOCX, 1 MB)
- Exporting forecast adjustments (DOCX, 1.7 MB)
- On-costs worksheet (XLSM, 832.9 KB)
- Staff plan – general guide (DOCX, 1 MB)
- Staff plan – managing the staff plan (DOCX, 86.3 KB)
- Staff plan – linking the staff plan (DOCX, 275 KB)
- Transfers tab (DOCX, 1.6 MB)
- Managing the MRF report settings (DOCX, 1.5 MB)
- Guide to using the report tab (DOCX, 2.1 MB)
- Upgrading and rolling over workbook (DOCX, 697.6 KB)
- Upgrading workbook to a new version instructions (DOCX, 479 KB)
- Entering plan data (DOCX, 1.4 MB).
MyBalance research project reporting tool
We are developing the MyBalance reporting tool to standardise and improve financial reporting for research projects and consulting. MyBalance is populated with transactional data from UniFi and plan data from the budgeting and forecasting workbook. Find out more about the MyBalance project.
You can download the guides for preparing data and entering it into MyBalance.