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Budget Classes


Are you new to budgeting?

We recommend our one-on-one training to get you up to speed in the tasks that are specific to your job and situation. Once you have a good grasp of the basic concepts and reports, then our workshops will help you get to the next level—doing what you need to do more expertly and efficiently!

Just email the Budget Office to set up one-on-one training time.

Be sure to check out our many How-To and Reference Documents, as well.  And if you're brand new to SAP, sign up for Technology Resources' workshop, Getting Started with SAP.

Where do I start?

If you're not proficient with SAP, we suggest you first take Report Fundamentals to familiarize yourself with SAP terminology and report functionality.  This builds a foundation from which you can advance to budget reporting, grant reporting, time reporting, and other SAP tasks.

We always encourage you to refresh your knowledge of the information delivered by retaking any training at any time.

The next step we recommend is our Budget to Actual training, where you'll learn about the most widely used SAP report on campus.  We'll teach you how to report available budget, verify postings (budget, actual revenue, and actual expense), verify encumbrances, reconcile monthly actual postings, compare prior year expenditures to current year expenditures, and look at reserve/fund balances.  (Note:  Budget to Actual does not pull up accounts with funds that begin with 8.  If all of yours do, please skip this workshop.)

Budget-Related Reports (I and II) is for users who are already accustomed to working with SAP as well as with the budgeting process itself.  It will help you fine-tune your skills with the most commonly used budgeting reports and introduce you to some you may not have tried.  To allow plenty of hands-on time, this workshop has been divided into two sessions--be sure to sign up for both if you can!  The reports covered include:

  • FMEDDW - Drilldown for Budget Entry Documents
  • ZOPEN_ENCUMBRANCE - Current Open Encumbrances
  • ZOVERBUDGET - Over Budget Report (End Users)
  • ZBUDGETBALANCE - Budget Balance Report
  • ZFMRP_RFFMEP1AX - All Postings
  • FMBB - Budget Transfers

BEx Analyzer training will teach you the functionality of the Business Explorer (BEx), a powerful reporting tool that you can use year round to track your position budgets.  We’ll review the queries available in the BEx and show you how to manipulate layouts in order to derive and display the information you need in the most useful format.  (The BEx Analyzer functions only in the budget development (BP2) system of SAP.  You’ll need to verify your budget development security access with ITAC or contact the Budget Office for assistance to get it.)

Salary Budgets is for users who are responsible for tracking and reconciling salary and salary-related actions for their organizations.  It will help you fine-tune your skills with the most commonly used salary reports and introduce you to some you may not have tried.  The reports covered include:

  • ZFM_SAL_RECON - Salary Reconciliation Report
  • ZFISALFRINGE - Salary Fringe Report
  • ZPSBRPT - Position & Salary Report
  • PA20 - Display HR Master Data
  • PO13D - Display Position

•    •    •    •    •    •    •

All workshops are held in a computer lab and include hands-on activities using your accounts—be sure you have the necessary levels of access to SAP and know your account numbers.

Hand-outs will not be provided, but you can download PDFs of printable materials from the signup page for each workshop.

Walk-ins are welcome, although if a class happens to be full you may not find a seat (call us if you want to check!).

Ready to take a workshop?

All Budget Training courses are listed in the Training and Development tab in SAP.  Click the link below to log into SAP portal. 


Click on the Training and Development tab and then click the Budget link in the Course Catalog section.

Course Catalog location of Budget Link