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Updating CO Plans for Operating Budgets
March 2 @ 1:30 pm - 3:30 pm
Location: Virtual Training Session
Duration: 2 hours
Format: Lecture, Demonstration + Hands-on Practice Activity
Controlling (CO) plans enable you track actual spending as compared to planned spending for a particular Fund Center. Once they are created and loaded into the corresponding operating budget, they are often updated throughout the fiscal year.
This workshop guides you through the importance of updating CO Plans, how to update plans and useful troubleshooting tips to help you along the way.
- Why it’s important to update CO plans throughout the year
- Using a Linking Table to load Original budget
- How to enter or update CO plans in FIS
- Understanding the Budget to Plans Reconciliation Report
Prior to attending this course, it is highly recommended that you complete the following FIS Standard Curriculum course:
Prior to attending this course, it is highly recommended that you complete the FIS Standard Curriculum.