Budget Officers

A budget officer is a person or position in your organization who is directly responsible for one or more accounts (line items) in the budget. Each budget officer is represented by a unique eight-character code (four columns with two characters per column) that must be created before budget officer defaults can be assigned.

By creating budget officer codes and assigning them to individual accounts, you have created a tool that helps you hold individuals accountable for specific line items on the budget. Budget officer codes serve the following purposes:

·       Accountability: The person or position that is accountable for a line item is identified.

·       Security: Account security can be based on budget officer codes.

·       Reports: Reports that group the accounts together for each budget officer can be created.

·       Hierarchy : Budget officer codes can be structured to reflect the management levels in your organization.

If you are configuring your system, fill out the Budget Officer Codes worksheet.

Code

Description

01

President

02

University Attorney

03

Vice President of Academic Affairs

03 01

Dean of the College of Business

03 02

Dean of the College of Science

03 02 01

Department Head: Biology

03 02 02

Department Head: Chemistry

03 03

Dean of the College of Humanities

03 03 01

Department Head: English

04

Vice President of Student Services

04 01

Director of Admissions

This list indicates that the Vice President of Academic Affairs is responsible for all other budget officers that begin with the 03 code.

If you are utilizing advanced budgeting to create your budget, this field is unavailable because it does not apply to the advanced budgeting process.

Related Topics

Account Number Defaults Window

Budget Control Window

Budget Officer Definition Window

General Configuration Window

G/L Accounts Window (GL Master Tab or Budget Tab)

Setup Account Security Window

Budget Officer Security