Finance Operations
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Finance Operations

What we do

Project Administration

We manage strategic projects for the Office of Budget and Finance.

Active Projects
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
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
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*
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. 

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. 

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?

Phone 972-883-4815
Mailstop AD46
Location AD 3.402

Standardized Templates
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