Budgeting and forecasting workbook

You will need to use the 2018 Budget and Forecast Workbook (XLS, 1.8MB).

Contact Financial Planning and Analysis if you have questions about the budgeting and forecasting workbook or guidelines.

Budget guidelines

Guides for completing the workbook

A number of guides have been created to help you complete your workbook:

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.

MyBalance pilot program

We are piloting MyBalance with selected organisational units. If you are participating in the pilot program, use the: