Budgeting and Forecasting Tool

Key points about the BFT

  • Solution for building financial budgets and forecasts
  • Covers Income and Expenditure statement and detailed Payroll costs
  • Authorised users  can access BFT via the sidebar links to the right 
  • Please see BFT Help links below

January 2020 update

We held a further New User training session on January 15th and plan to offer another session in March or April 2020, after the Q2 Forecast, but in time to help people working on 2020/2021 budgets

Small amendments and tweaks to BFT functionality are being rolled out between 17th and 24th January 2020. These include:

  • Enabling longer ID Split drop-down lists in Employee Record Card (currently limited to 10 entries)
  • Ensuring New Cost Code Combinations are editable as soon as created (addresses the "top tip #2" issue below)
  • Ability to "freeze" completed forecasts (& budgets), on request, for divisions and departments
  • Unlocking Payroll comments

We'll let people know more about these, once the rollout is complete

A few more videos have been added to our "How To" webpages, covering:

  • resetting a scrambled screen
  • configuring BFT cubeview screens using the subset editor
  • entering data to I&E

 

 

BFT Help:-

Upgrade Training Hints and Tips (PDF) 6-page Refresher Training handout showing toolbar icon changes, plus Hints & Tips

All BFT Training Exercises (PDF) 9-page exercise pack from New User Training

BFT Training How-To clips showing how to carry out key Navigation, Payroll and I&E tasks

BFT Frequently asked Questions (FAQs) 

BFT Issues and Tips - updates on BFT issues and help to get around them

BFT Glossary - terms and their meaning (as used when discussing the BFT)

 

Top Tips!

1. Error when accessing Summary of Employees

 

2. If you can't edit Employee details for your payroll codes:

  • there's a current issue temporarily preventing access to Employee cost code combos to which a payroll journal has just been posted. The "lock" should clear overnight, so try accessing the codes again the following day
  • alternatively, if you have the "minority" FTE (i.e. less than 50%), you can't amend Grade/Stage or Pension, but you should be able to edit FTEs and "Other" items

 

 

 

 
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