FY27 Anaplan Budget Kick Off Training
By Planning, Budget & Analysis
About this event
FY27 Budget Kickoff Training for Fiscal Officers
Date: March 3rd
This training is designed for fiscal officers with access to Anaplan and will prepare you for the FY27 budget cycle.
Session 1: Anaplan Refresher Training
Time: 8:30 AM – 9:30 AM (1 hour) Location: John Tulloch Business Building Lab 105
Audience: Returning fiscal officers
Overview: A high-level review of key processes and tools to ensure readiness for the upcoming budget cycle.
Register to attend Session 1 here
Session 2: Anaplan 101 - New Fiscal Officer Training
Time: 9:45 AM – 11:15 AM (1.5 hours) Location: John Tulloch Business Building Lab 105
Audience: New fiscal officers
Overview: An in-depth walkthrough of Anaplan and budget development steps, with additional time for questions and detailed guidance.
Register to attend Session 2 here
Key Topics for Both Sessions:
- Navigating Anaplan: How to access and use budget modules effectively.
- Position Data Entry: Entering and verifying professional and classified positions, including costing allocations and split-funded positions.
- Budget Development Steps: Reviewing position lines, revenue and expense budgeting, transfers, and understanding key reports.
These sessions will ensure you have the tools and knowledge needed for accurate and timely budget submissions. To enroll, click the registration link (above) for your preferred training event and register.
Additional information
- Attendance type: In person
- Event type: Training & Workshops