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FIS – Updating CO Plans for Operating Budgets

February 13, 2019 @ 9:30 am - 11:30 am

This course will briefly review the annual 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


E-TokenĀ – For this particular course the attendee should have an activated e-Token. If you do not have an e-Token assigned to you, please inform the instructor and someone will log you in when you arrive. Information on obtaining and activating an e-Token can be found at the following link.

E-Token Information




256 McCaul St, Room 103
256 McCaul St
Toronto, Canada
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