Author: Jason Post

The annual budget process for colleges and departments to submit their budget requests into the university’s budgeting system is about to start. Budget and review officers have already received, or will receive in the near future, guidance from their leadership team regarding more specific expectations for completing the process. As in past years, budget and review officers are responsible for completing the budget request for their organizations of responsibility, unless otherwise directed by their leadership team.

The TM1 Budgeting System will open for FY26 budget requests beginning April 21. TM1 can be found in the Employee Toolbox in myWSU.

Training for budget and review officers this year exists through multiple options.

First, a training video titled “TM1 Training Video” is posted in the Employee Toolbox in myWSU. The video is meant to help you navigate the budget system and walk you through the various forms in order for you to view and make changes to your budget. You will not need to sign up for a class to access the training video, rather the video will be available on an ongoing basis.

Second, a training video titled “TM1 Reports Video” is posted in the Employee Toolbox in myWSU. The video will explain the purpose of each report and educate you on how the reports could be used to assist you with your budgeting and on-going business decisions. The reports are available year-around and additional reports may be added throughout the year. You will not need to sign up for a class to access the training video, rather the video will be available on an ongoing basis.

Third, a TM1 training guide is available in the Employee Toolbox that provides instructions on the use of the budgeting system, as well as a budget development guide for budget and review officers that summarizes timelines, important university budgeting practices and common budget actions and expectations of budget and review officers.

Finally, the University Budget Office will host open training labs (schedule below) for in-person training and assistance. You can register for the sessions through myTraining. If you are an experienced budget or review officer, you are likely to find the video training sufficient as a reminder of how the budgeting system works. For faculty and staff new to the process, and depending on how your college or department traditionally handles the process of entering your budget requests, the open training lab is likely to be beneficial. The open training labs are designed to work in conjunction with the training videos, as a result your attendance will be more effective if you’ve watched the training videos prior to attending the training lab.

Open training lab dates are all in 124 Jabara Hall. Must register through myTraining.

• 10 a.m.-noon April 24
• 2:30-4:30 p.m. May 6
• 9-11 a.m. May 15

Keep in mind that one of the most significant components of the budget are changes to existing positions. As in past years, changes to filled positions have to be made through the regular HR form process. HR forms impacting FY26 must be submitted no later than May 16. Submissions after this date will not be incorporated into your FY26 adopted budget.

Planned dates for the budget calendar are outlined below.

• April 21: Budget system opens for changes.
• May 16: Final day for budget officers and review officers to complete budget requests within TM1 prior to VP review.  Last day to submit HR forms.
• May 23: Final day for vice presidents to review requests and enter changes in TM1.

If you have difficulty logging in to the system, contact your budget analyst for assistance. Note, in order to access the TM1 system off-campus, you need an active VPN connection.

As always, the budget office is happy to provide guidance and help you work through any budget questions you may have. Don’t hesitate to reach out to your assigned budget analyst.

The annual budget process for colleges and departments to submit their budget requests into the university’s budgeting system is about to start. At this stage, the University Budget Office has visited with the leadership of each division regarding the upcoming process. Budget and review officers have already received, or will receive in the near future, guidance from their leadership team regarding more specific expectations for completing the process.

As in past years, budget and review officers are responsible for completing the budget request for their organizations of responsibility, unless otherwise directed by their leadership team.

The TM1 Budgeting System will open for fiscal year 2024 budget requests beginning on Monday, April 24. TM1 can be found in the “Employee Toolbox” in the Faculty/Staff tab in myWSU or accessed online.

Training for budget and review officers this year exists through multiple options:

First, a training video titled “TM1 Training Video” is posted in the Employee Toolbox in myWSU. The video is meant to help you navigate the budget system and walk you through the various forms in order for you to view and make changes to your budget. You will not need to sign up for a class to access the training video, rather the video will be available on an ongoing basis.

Second, a training video titled “TM1 Reports Video” is posted in the Employee Toolbox in myWSU. The video will explain the purpose of each report and educate you on how the reports could be used to assist you with your budgeting and on-going business decisions. The reports are available year-around and additional reports may be added throughout the year. You will not need to sign up for a class to access the training video, rather the video will be available on an ongoing basis.

Third, a TM1 Training Guide is available in the Employee Toolbox that provides instructions on the use of the budgeting system, as well as a Budget Development Guide for Budget and Review Officers that summarizes timelines, important university budgeting practices, and common budget actions and expectations of budget and review officers.

Finally, the University Budget Office will host Open Training Labs (schedule below) for in-person training and assistance. You can register for the sessions through myTraining. If you are an experienced budget or review officer, you are likely to find the video training sufficient as a reminder of how the budgeting system works. For faculty and staff new to the process, and depending on how your college or department traditionally handles the process of entering your budget requests, the Open Training Lab is likely to be beneficial. The Open Training Labs are designed to work in conjunction with the training videos, as a result your attendance will be more effective if you’ve watched the training videos prior to attending the training lab.

Open Training Lab date:

• 9 a.m.-11 a.m. April 27 – Open Lab in Jabara Hall, Room 124.  Register through myTraining.
• 3 p.m.-5 p.m. May 3 – Open Lab in Jabara Hall, Room 124.  Register through myTraining.
• 10 a.m.-12 p.m. May 10 – Open Lab in Jabara Hall, Room 124.  Register through myTraining.

Please keep in mind that one of the most significant components of the budget are changes to existing positions. As in past years, changes to filled positions have to be made through the regular HR form process. HR forms impacting fiscal year 2024 must be submitted no later than May 19.  Submissions after this date will not be incorporated into your fiscal year 2024 adopted budget.

Planned dates for the budget calendar:

• April 24 – Budget system opens for changes.
• May 19 – Final day for budget officers and review officers to complete budget requests within TM1 prior to VP review.  Last day to submit HR forms.
• May 26 – Final day for vice presidents to review requests and enter changes in TM1.

If you have difficulty logging in to the system, please contact the Budget Office at 316-978-3030 for assistance. Note, in order to access the TM1 system off-campus, you need an active VPN connection.

As always, the budget office is happy to provide guidance and help you work through any budget questions you may have.

The 2023 fiscal year annual budget is now available online. The document can be viewed by using the following steps in myWSU:

– Go to myWSU

– Select Faculty/Staff tab

– Locate Employee Toolbox section on the left hand side of the screen

– Under Employee Toolbox, locate University Budget section

– Select 2023 Adopted Operating

The TM1 Budget System will open for Fiscal Year 2023 budget requests beginning on April 25.  To aid with this, training for budget and review officers exists through multiple options.

First, a training video titled “TM1 Training Video” is posted in the Employee Toolbox in myWSU, below the link to access the budgeting system.  You will not need to sign up for a class to access the training video. The video will be available at an ongoing basis.

Second, a TM1 training guide is available in the Employee Toolbox for your reference under “TM1 Training Guide” in PDF form.

Finally, the University Budget Office will host Open Training Labs (schedule below) for in-person training and assistance. Budget and review officers can register for the sessions through myTraining. If you are an experienced budget or review officer, you are likely to find the video training sufficient as a reminder of how the budgeting system works.

For faculty and staff new to the process, the Open Training Lab is likely to be beneficial in addition to the video training.

Open Training Lab dates include the following:

• 9 a.m.-11 a.m. April 28, Open Lab in Jabara Hall, Room 124. Register through myTraining
• 3 p.m.-5 p.m. May 4, Open Lab in Jabara Hall, Room 124.  Register through myTraining
• 10 a.m.-noon May 11, Open Lab in Jabara Hall, Room 124.  Register through myTraining.

Please keep in mind that one of the most significant components of the budget are changes to existing positions. As always, changes to filled positions have to be made through the regular Human Resources (HR) form process. HR forms impacting FY ’23 must be submitted no later than May 20. Submissions after this date will not be incorporated into your FY ’23 adopted budget.

Planned dates for the budget calendar are outlined below:

• April 25 – Budget system opens for changes.
• May 20 – Final day for budget officers and review officers to complete budget requests within TM1 prior to VP review. Last day to submit HR forms.
• May 27 – Final day for vice presidents to review requests and enter changes in TM1.

If you have difficulty logging in to the system (the link is found in the Employee Toolbox under “TM1 Fiscal Year Budget System”), contact Lyndsay Pletcher or Jason Post.  Please note, in order to access the TM1 system off-campus, you need an active VPN connection.

For more information, contact the Lyndsay Pletcher at 316-978-5826 or lyndsay.pletcher@wichita.edu,  Jason Post at 316-978-6532 or jason.post@wichita.edu, David Miller at 316-978-5821 or david.miller@wichita.edu.