Finance Operations
Project Administration
We manage strategic projects for the Office of Budget and Finance.
| Active Projects | ||
| PROJECT NAME | PROJECT GOAL | |
| Time and Labor (T&L) | Implement T&L in PeopleSoft to automate reporting, approval, and processing of time and absence | |
| Travel and Expense (T&E) | Implement T&E in PeopleSoft to automate travel and purchasing card processes. For More information visit the T&E Project Page | |
| Budget Planning Application (BPA) | Automate data entry, routing, approval, and validation of departmental budgets in PeopleSoft | |
| Completed Projects | ||
| PROJECT NAME | PROJECT GOAL | COMPLETED |
| Computer Replacement Program Design | Design a centrally-funded PC replacement program for the Office of Budget and Finance | 05/2014 |
| SmartSheet | Web-based tracking and submission of Budget and Finance Division strategic plan and department work plan status | 04/2014 |
| askYODA | Implement a knowledgebase to serve as a repository for FAQs and standard administrative procedures | 02/2014 |
| Central Business Office Design | Provide business services for the Office of Budget and Finance | 12/2013 |
| Electronic Personnel Action Request (ePAR) Phase I | Design the data input screens, workflow and user roles to process personnel actions in PeopleSoft | 12/2013 |
| AchieveIT | Configure ExecuteIT and ImproveIT to maintain the divisional strategic plan and track projects | 09/2013 |
Operational Support
We assist and support ongoing planning, and document practices & procedures.
| Ongoing Support | |||
| ITEM | DESCRIPTION | ||
| Strategic Planning | Maintenance of the Budget and Finance strategic and work plans status | ||
| Project & Portfolio Management | Alignment and management of division project planning | ||
| askYODA Maintenance | Questions and updates to the searchable Budget and Finance knowledgebase | ||
| Policy & Procedure* | |||
| DOCUMENT NAME | DESCRIPTION | ||
| AskYODA Maintenance Schedule | AskYODA maintenance schedule | ||
| Budget Checking Procedures | Overview of budget checking as implemented mid-2014, including budget transfers, purchases, travel, vouchers and reimbursements, IDTs, and spreadsheet journals. | ||
| Subject Payment Process Map | Research subject payment process | ||
| Year-End Close Procedure (Short) | Year-end close for campus customers | ||
| Budget Process Map | Excel workbook-based Budget development process | ||
| Department Budget Tables (DBT) Overview Procedure | Maintenance and update of DBTs | ||
| Travel Process Map | Travel planning and expensing process | ||
*Please note that UT Dallas may change, delete, suspend, disallow, or discontinue these procedures, in whole or in part, at any time without prior notice.
Central Business Office
The Central Business Office (CBO) was established in January 2014 to consolidate business services provided to the employees and management of the Office of Budget and Finance.
| DOCUMENT NAME | DESCRIPTION |
| CBO Services Quick Guide | A quick reference document of services provided by the CBO |
| New Hire Request | To be used by OBF departments to initiate the job offer/hiring process for a new employee |
| New Employee Information Packet | Contains division and campus information for new employees |
| Travel Expense Envelope (TEE) | Used to submit receipts for out-of-pocket expenses to the CBO for completion of a travel reimbursement |
| Travel Expense Envelope Training Guide | Quick reference document on how to use the TEE |
| Travel Advance Envelope (TAE) | Used to submit receipts for travel advance card expenses to the CBO for completion of the Cardholder Activity Report |
| Travel Advance Envelope Training Guide | Quick reference document on how to use the TAE |
Centralized Faculty Start-Up Program
Program Description
The CBO facilitates access to centrally allocated faculty start-up resources, and serves as a backup for academic department personnel in generating business transactions.
| RESOURCE NAME | DESCRIPTION |
| Centralized Faculty Start-Up Program Roles and Responsibilities | This document specifies, for each service rendered, roles and responsibilities of the CBO, faculty, and administrative support personnel. |
| Centralized Faculty Start-Up Transaction Request Form | Use this form to request CBO assistance in generating a transaction. This form is not needed otherwise. |
Contact Information
Have a question or need help?
| cbo@utdallas.edu | |
| Phone | 972-883-4815 |
| Mailstop | AD46 |
| Location | AD 3.402 |
Standardized Templates
| DOCUMENT NAME | DESCRIPTION |
| PowerPoint Template | Standardized template for Office of Budget & Finance presentations |
| Email Signature Template | Standardized format for Office of Budget & Finance email signatures |
| Standard Procedure Template | Standardized format for procedure documentation |