Annual Budget is a Planning Analytics (formerly TM1) application built for the Washington University community. Technical support is provided by the Data Management team.
In the Cognos environment (Cognos Analytics), you can access Annual Budget by clicking the “Planning Analytics” icon in the left navigation bar. This will open a screen with a link for Annual Budget. All security you had assigned in the old environment should have migrated to the new one, but if you encounter any issues, please contact the help desk.
Resources & Training
Print & Post: Budget Application Diagram and Update Times (PDF) →
Why can’t I connect? All applications accessed through Cognos, including Annual Budget, require a VPN when using any wireless or off-campus network.
Learn more and find out how to get your free WashU VPN (Box note) →
Compensation Budgeting FAQ (DOC) →
Includes questions such as:
- How do I add a new department fund?
- What is the difference between applied and proposed sourcing?
- What are source redirects and remainders?
Revenue & Expense FAQ (DOC) →
Includes questions such as:
- Where can I find the subclass-object I want to budget to?
- How do I ensure the amounts I have budgeted make it into Workday?
- What data is transferred from compensation budgeting to R&E?
You must be logged into Box as a member of the WUSTL community to access these files.
- Compensation Budgeting Overview (PDF)
- Data Entry Shortcuts (PDF)
- Revenue & Expense – Budgeting 94 Funds (PDF)
- Revenue & Expense – CFU Overview (PDF)
- Revenue & Expense – Danforth Overview (PDF)
- Revenue & Expense – PRB Overview (PDF)
- Revenue & Expense – WUSM Overview (PDF)
You must be logged into Box as a member of the WUSTL community to access these files.
Security Forms
Security Forms contain instructions on how to request access for your budgeting activities.
Compensation Budgeting Security Authorization Form (PDF)
Revenue & Expense Security Authorization Form (PDF)
Note: You must be logged into Box and have permission to access these files.