Phase 1: Budget Creation
This is the most detailed phase, taking a project from a simple notification to a finalized, approved budget. Click on any step below to see more details about the roles and decision points involved.
Click a step for details
Select any step from the flowchart to learn more about the specific action, the entity responsible, and the potential outcomes.
Phase 2: Requisition
Once a budget is approved, the spending process begins. This phase is centered on a single critical action: submitting requisitions in the CUNY system with the correct data linkage to ensure accurate tracking.
Submit Requisition in CUNY System
Must be linked to:
Phase 3: Spenddown & Reconciliation
The final phase involves tracking actual expenditures against the approved budgets. This is a system-driven process that relies on data flowing from the central CUNY system to the local budgeting system for automated reconciliation.
1. Data Extraction
Spenddown file is downloaded from the CUNY System.
2. Reconciliation
File is uploaded to the Local Budgeting System, which links expenditures to projects.
3. Reporting
System displays the final budget and expenditure numbers for stakeholders.
Process Health Dashboard
This dashboard provides a high-level, quantitative overview of the budgeting process. The charts below use sample data to illustrate key performance indicators, such as the current status of project proposals and the average time spent in each approval stage.