Budgetary Resources
Guidelines, Policies and Procedures
This section provides the university’s official guidelines, policies, and procedures to help students, faculty, and staff understand the standards that shape campus operations.
Budget 101 Training
This section provides introductory training resources that make budgeting concepts clear and approachable, offering practical knowledge for navigating university finances.
Learning Objectives
- Gain insight into the State of North Carolina’s budget process
- Learn about the different funding sources ("Colors of Money")
- Understand the process and basics of university budgeting
- Understand Fund Purpose Codes and their use
- Managing your Budget
- Understanding your budgets and navigation in Banner (Admin Pages)
- Budget availability
- Understanding budget revisions
- Know where to find resources and who to contact for help
- Budget 101 Training Presentation (PDF, July 2025)
- Appendix A (Now, Next, Beyond) and B (Budgeting Terms and Definitions Fund, Organization, Account, Program) (PDF, July 2025)
Office of State Budget and Management Resources
This section provides curated materials and tools from the Office of State Budget and Management to support informed decision‑making and responsible financial planning within the university community.
This is an overview of the two-year state budget process in North Carolina. It explains the roles of state agencies and Office of State Budget and Management (OSBM).
Frequently Asked Questions
- Helps align resources with strategic goals
- Serves as a control mechanism to match anticipated and actual revenue and expenditures
- Mechanism to keep expenditures within the budget established for the operation
- Ensures compliance with state and federal regulation
Yes, FGIBAVL will provide you with a summarized view by budget pool account. It also displays labor, and expenditure accounts. While FGIBDST provides the certified budget and adjusted budget it also includes adjustments and a view of any encumbrances.
Use form FGITRND to query or filter data, allowing for tailored, user-specific results. Its powerful querying capabilities enable users to efficiently retrieve information based on precise selection criteria.
Yes, an announcement will be sent out via email with instructions detailing specific trainings as they become available. There is also an opportunity for budget officers across the University to join us to discuss hot topics, ask questions or receive training on anything related to the Budget and Planning Office. Should individual training be needed, please reach out directly to the Office of Budget and Planning to schedule time.
- Contact the Budget Office at 336.334.7631 for assistance with budget-related forms only.
- Email BudgetOffice@ncat.edu.
- Contact IT Service Desk for assistance with Multifactor Authentication or Systems Development (336.334.7563) for other assistance with Banner.
