Budget Toolkit

Responsibilities and TrainingResponsibilities and Training:

Find the row(s) that match the employee's job duties. Request the corresponding Responsibility(s) in ESHARP and enroll in Training Learning Paths and/or classes.

Central BU Responsibility Job Duty Description Training
UBO Budget Developers Individuals that work in the University Budget Office. Training?
Departmental BU Responsibility Job Duty Description Training
UVA Budget Developers develop departmental budgets and provide budget information to the University Budget Office. This responsibility is active only during the budget season: the months of February, March, and April. Training?

WorkshopsWorkshops

Workshops are instructor-led sessions during which participants may ask questions and get assistance with actual work. During the sessions, the instructors may also focus on common issues or new functionality. Completion of the Learning Path for the responsibility and access to the system is required prior to attending a workshop. You may find these workshops by entering “Workshop” in the search field when searching for a course.

Training ResourcesTraining Resources

The University of Virginia budget development process begins in December and January when the budget instructions, templates, assumptions, and calendar are completed and posted on the University Budget Office’s (UBO)home page.



Each year, in January, the UBO holds a training course for all individuals needing the UVA Budget Developer responsibility to complete their budget requirements. Users who held the responsibility in the previous budget development cycle must attend one of the training sessions. UBO staff conduct the training which includes, but is not limited to, a description of budget development process's required submissions and changes in procedures over the past year.

In January, the UBO notifies each Vice President when the final instructions and state and local general budget targets are ready. Vice Presidents then communicate the instructions to the units reporting to them. The targets are accessible through a Discoverer report available in ODS. During the months of February, March, and April, departments are required to complete their budget submissions using the Integrated System Budget Forms no later than the due dates in the Budget Calendar. The due dates are established at intervals determined by the UBO.

UVA UBO Budget Developer Training Guide
UVA Budget Developer Training Guide
Financial and Administrative Policies & Procedures

ContactsContacts

University Budget Office Staff

HelpNeed Help?

General help:
Phone: (434) 924-HELP (4357), menu option 2
Email: 4help@virginia.edu

Training help: For assistance with enrollment please contact the HR Service Center at (434) 982-0123. For questions regarding training contact: systeam@virginia.edu