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Budgeting and forecasting workbook

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  4. Budgeting, forecasting and reporting

Budgeting and forecasting workbook

You will need to use the 2018 Budget and Forecast Workbook (XLS, 1.2MB).

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

Budget guidelines

  • Faculties and institutes budget guidelines (PDF, 213KB)
  • Central unit budget guidelines (PDF, 948KB)

Guides for completing the workbook

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

  • Live reporting of forecasts (PDF, 439KB)
  • Workbook summary guide (DOC, 939KB)
  • Chart string register tab guide (DOC, 203KB)
  • Chart string register - merge guide (DOC, 657KB)
  • Chart string register - creating a new group workbook (DOC, 138KB)
  • End-of-month workbook update (DOC, 1.7MB)
  • Entering forecasts (DOC, 695KB)
  • Entering multi-year forecast data (DOC, 556KB)
  • Exporting forecast adjustments (DOC, 824KB)
  • Staff plan - general guide (DOC, 584KB)
  • Staff plan - managing the staff plan (DOC, 42KB)
  • Staff plan - linking the staff plan (DOC, 194KB)
  • Transfers tab (DOC, 985KB)
  • Managing the MRF report settings (DOC, 241KB)
  • Guide to using the report tab (DOC, 1.8MB).
  • Upgrading and rolling over workbook from 2017 to 2018 (DOC, 444KB) 
  • Upgrading workbook to a new version instructions (DOC, 143KB)
  • Using old forecast workbook buttons (PDF, 201KB)
  • Budgeting and forecasting workbook
  • Strategic funding
  • Reporting
  • Chart of accounts
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