Budget Management

This section provides resources and information for members of the Loyola community to help with departmental budget planning, regular budgetary tasks, and internal and external financial transactions related to the University budget.

Training

The office of budget and planning provides training for budgeting reports in Workday and other budget-related planning tools used by the University's faculty and administrative staff. Training is beneficial for new members of the finance community or anyone wanting a more in-depth review of the operating budget process and Loyola's budget tools.

Please contact Erin Byrne, for more information on training and resources.

Resources

• The crosswalk for the GL numbers conversion to Workday is located on the controller's site, Controller | Financial Services | LUM.
• Workday Budget vs Actuals Report Instructions
• Additional step by step instructions for Workday are located in the Finance Knowledge Base.
• Recording of the trainings are available on the training site.