Campus Resources

Workday Adaptive Planning

UW-Whitewater Fiscal Year Timeline

  • UW-System meeting with Board of Regents to approve current fiscal year budget submission. (July)
  • Budget Office updates functionality of the budget workbook to be used in the upcoming budget process. (July/August)
  • Budget Office loads budget workbooks with previous fiscal year final budget data and update any pertinent info, e.g. salary changes, pay plan, preliminary seg fee rates, etc. (August/September)
  • Prior fiscal year cash balance reporting due to UW-System. (September)
  • Budget Office distributes workbooks to departments on a rolling basis. (October/November)
  • Departments review and make updates to workbooks. (October - January)
  • Budget training sessions and office hours. (December)
  • Budget Office submit preliminary auxiliary rates to UW-System. (December)
  • Multi-year forecast due to UW-System. (December)
  • Budget training sessions and office hours. (January)
  • Departments to submit completed budget workbooks to the Budget Office. (January / February)
  • Budget Office submit budget authority changes to UW-System. (mid-February)
  • Inter-Institutional Allocations Received from UW-Extension. (March)
  • Budget Office submits budget and auxiliary template to UW-System. (April)
  • UW-System reviews information and follows-up with questions. Finalizes campus budget to prepare for the board. (April - June)
  • Current year forecast due to UW-System. (May)