Important Updates

At last week’s Budget Officer’s Forum, the FY22 Forecaster Award winners were announced. The Weitzman School of Design won “Best School Forecast” for the first time in the history of the awards! The Division of Recreation and Athletics won “Best Resource Center Forecast” and The Provost’s Center won the award for “Best Administrative Center” Forecast. […]

RCM Templates 1A & 1C have been updated and are linked below. They can also be found in the Resources section of this site.

The FY2023 Budget Calendar is now available at the bottom of our homepage. A .pdf version is available at the link below. Please refer to it throughout the year for key deadlines and relevant meeting dates.

The FY23 Budget Book is now available at https://budget.upenn.edu/operating-budget/ (PennKey Login Required). This annual publication provides dynamic revenue and expense data for the upcoming fiscal year representing School/Center priorities as well as the University’s priorities. Contact the Budget Office for additional information or to arrange an orientation or training session for your team.

At a recent Budget Officer’s Forum, the FY21 Forecaster Award winners were announced. The School of Veterinary Medicine won “Best School Forecast” for the first time in the history of the awards! Penn Libraries won “Best Resource Center Forecast” and The Office of Facilities and Real Estate Services won the award for “Best Administrative Center” […]

The FY2022 Budget Calendar is now available on our homepage. A .pdf version is available at the link below. Please refer to it throughout the year for key deadlines and relevant meeting dates.

The FY22 Budget Book is now available. This annual publication provides dynamic information on anticipated revenue and expense for the upcoming fiscal year in support of the day-to-day activities of the University, individual responsibility centers, and the Health System. Please contact the Budget Office for more information or to arrange a training session for your […]

At the September 30th Budget Officer’s Forum Meeting, we announced the FY20 Forecaster Award winners. The School of Arts and Sciences won “Best School Forecast” for the third year in a row. Morris Arboretum won “Best Resource Center Forecast” and The Office of Audit, Compliance, and Privacy won the award for “Best Administrative Center” Forecast. […]

Data forms are now open for updating the Working FY21 Forecast and Working FY22 – FY26 Budgets.  Similar to timing used in prior years, the pre-populated AIF income lines will be updated and reloaded near the end of August. Click to open Planning application

FY20 will come to a close for schools and centers the night of Tuesday, July 21st, so on Wednesday (after the warehouse loads are finished), we’ll be taking steps to advance the fiscal years in Planning and populate beginning balances for FY21.  It will take some time to run the necessary data extracts, plus transfer […]