Standard Operating Procedures (SOP's)
| Budget Revisions |
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| 1901 Budgeted Use of Reserves |
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PPT |
| Budget Allocation |
PDF |
PPT |
| Budget Transfer |
PDF |
PPT |
| UAP 7000 Categorization of Reserves |
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| Categorization of Reserves (CAR) Navigation |
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Category and Category Type Definitions |
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| Department Checklist |
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| Student Affairs/Foundation/Colleges/Branch Checklist |
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| EVP Provost/EVP Administration Checklist |
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| Deficit Compliance and Balance Reports |
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| Categorization of Reserves (CAR) E-Print Reports |
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| Projected Actuals |
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| Create Projected Actuals Worksheet |
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Projected Net Reserve By Index Report |
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Projection Indices Not Modified Report |
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Main Campus Current Unrestricted Financial Projections by Exhibit Report |
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Budget to Projected Actuals Report |
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Projections Working Report |
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HSC Budget Year Financial Projections Report |
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| Budget Development |
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| Adjust Index Budgets |
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| Maintain Organizational Locks |
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| Budget Development Working Report |
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| Operating Budget Summary Report |
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| Index Out of Balance Exception Report |
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| Organization Summary Report |
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| Budgeted Account Code Report |
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| Budgeted Transfers/Allocations Report |
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| Budgeted Account Code Totals Report |
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| Budgeted Index/Account Comments Report |
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| Budgeted Indices Not Modified Report |
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| Salary Planner |
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| Salary Planner Screen Information |
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Request Access to Salary Planner & Budget Development |
PDF |
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| Apply Salary Updates-Regular Staff |
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| Apply Salary Updates-Bargaining Units |
PDF |
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| Budgeting for Pooled Positions |
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| Apply Salary Updates-12 Month Faculty |
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| Apply Salary Updates-9 Month Faculty |
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| Organization Lock |
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| Salary Planner Working Report |
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| Salary Planner Exception Report |
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| Branch Reporting |
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| NM HED State Format Document |
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| NM HED Budget Adjustment Request (BAR) |
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| Fiscal Year-End Report of Actuals - Detail |
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| Fiscal Year-End Report of Actuals - Summary |
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| Fiscal Year-End Report of Actuals NMHED and the OPBA Checklist |
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| Resources |
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| Budget Planner Online Course / Navigation and How-To |
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| Budget Planner Approval Workflow |
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| Dollar and $en$e Budget Overview (see Learning Central) |
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| Budget Planner Tips & Tricks |
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| Understanding Positions in Banner and UNMJobs |
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| Managing Positions in UNMJobs Quick Reference Sheet |
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| Salary Planner Training |
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| State Appropriation Accounting Presentation |
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| State Appropriation Accounting Manual |
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| Financial Reporting for Public Institutions in New Mexico |
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