Forms - Budget Office
PeopleSoft Finance Transaction Forms
Transaction Correction Request
A form that is submitted to the General Accounting department to correct non-payroll transactions in PeopleSoft Finance if the department is unable to submit a general ledger journal to correct the transactions. Sufficient backup must be included with the request form.
A form that is submitted to the Budget Office to transfer fund equity from one cost center to another cost center. Sufficient backup must be included with the request form.
Budget Request Forms
Unit Initiative Request Form (Excel)
This form is a component of UHD's annual budget planning and development cycle.
When directed by the appropriate division leadership, department heads complete and submit the Unit Initiative Request Form to their supervisors.
Initiative requests are ranked by priority at the college level and submitted to the appropriate Vice President.
Each Vice President will consolidate and rank their division's initiative requests by priority and share with the University Budget Advisory Committee for consideration.
Cost Center or Chartfield Action Forms
Department Chartfield Action (Excel)
Click HERE for more information about the cost center action and chartfield value forms and expectations.
DocuSign Forms
1 - Out of Budget Planning Cycle Funding Request
This form is NOT a component of UHD's annual budget planning and development cycle.
The purpose of this form is to request funding from the university during the fiscal year, as needed, in an effort to eliminate funding requests through email.
All requests will route to the appropriate division Vice President for approval and subsequently to the Vice President of Administration and Finance for final approval.
2 - Additional Scholarship Funds Request
This form is NOT a component of UHD's annual budget planning and development cycle.
In a rare instance the unit does not have sufficient funds to cover a scholarship deficit and would like the university to fund the deficit, a request can be submitted via DocuSign.
3 - Capital Facilities Project Budget Request
This form is a component of UHD's annual budget planning and development cycle. If for the next fiscal year, a unit would like to request that the university provides funds to support a capital facilities project for their space involving renovations, expansion or enhancements.
Submission due in October of each year via DocuSign.
The early call for capital project funding aligns it with the university's annual budget development cycle and allows the Space Planning Committee to review the project’s viability, provide realistic cost estimates and assist the Facilities Management department with scheduling. Capital planning and budgeting is essential for long-term institutional planning and supports the university’s ongoing commitment to enhancing facilities and infrastructure.
The request may be submitted by business administrators or unit heads and will route to the appropriate division Vice President for approval.
Once the Space Planning Committee determines which projects are viable, the University Budget Advisory Committee will recommend the appropriate fund source for the approved projects.
Facilities capital project requests include the following updates to a campus building:
- Major Space Renovation (removing or adding walls, doors, and windows)
- Refresh of Office, Classroom, Laboratory Classroom, Conference Room, and Break Room
- Furniture/Furnishings
- Carpet
- Major Paint Project
4 - Request for Hyperion (CoogPlan) Access
Hyperion is a centralized application that houses budget planning and reporting processes. It is utilized by the UHD Budget Office and business directors and administrators during the budget development cycle to establish or modify budgets and FTEs, add priorities for salary adjustments, and change position funding for the upcoming fiscal year.
During the fiscal year, Hyperion is a beneficial tool that allows users to run and view a variety of financial reports, including multi-year data for budgets, revenue transactions and expense transactions.
To obtain access to Hyperion, a request form must be submitted via DocuSign. The form will be routed to the UHD Budget Office for approval and UH for processing.