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Updating CO Plans for Operating Budgets
March 11, 2016 @ 1:30 pm - 3:30 pm
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Duration: 2 hours
Format: Lecture, Demonstration + Hands-on Practice Activity
This course will briefly review what happens during the Planning/Budget process and give a quick overview of the flow of information from the Target Letter to the Uploading of Plans. A representative from Planning & Budget will be on hand to answer questions regarding Planning & Budget policies and processes (e.g. Target Letter, B6, etc.). Details of how to manually update CO plans in FIS and how to use an Excel template to upload finalized plans to FIS will be demonstrated.
(NOTE: This course does NOT review the B6 editing process.)
Topics Covered:
- Why update CO Plans
- How to use Excel 2010 to quickly extract B6 data and incorporate it in the Plans
- How to update Plans manually and by mass upload
- What the Linking Table is
- How to compare CO Plans to FM Budgets
Prior to attending this course, it is highly recommended that you complete the following FIS Standard Curriculum course:
- FIS Overview
- Basic Controlling (CO) Reporting
Prior to attending this course, it is highly recommended that you complete the FIS Standard Curriculum.