TI Budget Worksheet

Introduction

The purpose of the TI Budget Worksheet is to allow departments to use course planning data and salary rates to forecast temporary instructor budget needs by course and rank type. Users should first complete their Teaching Pattern (TTR) as well as plan courses and assign instructors in the Course Planner. This is necessary since the worksheet receives data from the Course Planner. After finalizing this worksheet and the TA/TM Budget Worksheet and Salary Recovery Worksheet, the information can be reviewed in the Budget Summary.

In the following section, you will learn how to do the following:

Understand the components that make up the TI Budget Management
How to use the TI Budget Worksheet

How to Navigate the TI Budget Worksheet

The TI Budget Worksheet page contains four components: filter, statistic cards, lockdown date(s) and results table. The filter allows the user to narrow down the information that appears on statistic cards and results table. The statistic cards provide a quick reference on the TI and TA/TM budget for each faculty or department. The results table shows course data and the resulting temporary instructor budget.

Filter

The filter contains three fields: Fiscal Years, Faculties and Schools/Departments/Programs. The fiscal year will be pre-set to the current period. The faculty will be pre-set according to the user. One or more options may be selected at a time for schools, departments and programs.

Statistic Cards

The statistic cards contain information on the total allocated amount, total TI budget, total TA/TM budget, total TI/TA budget and remaining budget. It is written in dollar amounts. The total allocated amount is from the budget allocation page. The total TI budget is the sum of the calculated salary on the results table in this page. The total TA/TM budget is from the TA/TM Budget Worksheet. The total TI/TA Budget is the sum of the total TI budget and total TA/TM budget. The remaining budget is calculated by deducting total TI/TA budget from total allocated amount.

Lockdown Dates

The lockdown date(s) from the Budget Lock Dates Setup page will be located here. If there is a lockdown date set on the department and faculty level, the department lockdown date will override the faculty lockdown date. After the lockdown date, this page will not be editable by users in Manager roles. The Hyperion lockdown date will also appear here. After this lockdown date, this page will not be editable for all users.

Results Table

The results table uses course planning data and salary rates to create a temporary instructor budget. It provides additional information on how the total TI budget was reached on the Total TI Budget statistic card.

Click to refresh the results table with the latest data from the Course Planner

Important Definitions

The following terms are important because they are play a role in the Salary Recovery Worksheet, which will be talked about on this page.

Terms

Description

Part of Budget

Part of Budget checks if the faculty pays for the instructor. If the faculty pays for the instructor, then Part of Budget = "Yes". Moreover, there are some scenarios where the instructor is paid by an external source, but the faculty temporarily pays for the instructor and the external source pays the faculty back later. So since the faculty has initially paid for the instructor, the users want to include this amount in their budget, so Part of Budget = "Yes".

Has Recovery

Has Recovery indicates that the faculty will be paid by later. If Has Recovery = "Yes", then this will populate a row into the Salary Recovery Worksheet. For more information on the Salary Recovery Worksheet, please go to Salary Recovery Worksheet.

What can be edited

Elements	Description
Projected Enrollments	Enrolment numbers are crucial in budget planning because this is a factor that determines the budget size.
Contact Hours	Increasing or decreasing contact hours will affect the salary amount.
Calculated Salary	This is automatically calculated, but you may manually enter a salary amount.
Funding	Sometimes instructors are not paid by their faculty, but instead, an external source. It is important to track this for budget planning because the faculty may be paid back later.
Part of Budget	If input is "Yes", then this means the instructor is paid for by the faculty. However, in some cases, the faculty may be paid back by an external source.
Has Recovery	If input is "Yes", then this means that the faculty will be paid back by an external source. If input is not, then the faculty will not be paid back.
Notes	Users may put a note for that row.

Note: the columns highlighted in blue may be edited and the fields become red after being edited

How to Use the TI Budget Worksheet

Select the options on the filter. Click .
Click .
Make changes to the table.
1. Blue fields are editable by clicking on it.
2. White fields are not editable by making changes in the Course Planner and then repeating step 2.
If you want to export the data to excel, click the .

How to Find the TI Budget Worksheet

Head to the menu drop down under Budget Mgmt > TI/TA Budget Planner
Select TI Budget Worksheet

Table of Contents
1 Introduction 2 How to Navigate the TI Budget Worksheet 2.1 Filter 2.2 Statistic Cards 2.3 Lockdown Dates 2.4 Results Table 2.4.1 Important Definitions 2.4.2 What can be edited 3 How to Use the TI Budget Worksheet 4 How to Find the TI Budget Worksheet

Module Topics