Resources

Manuals – Guides – Procedures

• Budget FTR Rules for General Funds
• Budget FTR Rules for Non-General Funds
• Budget FTR Rules for Position Budget Transfers
• Budget FTR’s for New and/or Modified Positions in Niner Talent
• Departmental Budget Revision Quick Guide
• Recharge Unit Procedures Manual

Training Materials

• General Fund Budget Workshop Presentation (slides)
• General Fund Budget Workshop Recorded Presentation (video)
• Non-General Fund FTR Presentation (slides)
• Non-General Fund FTR Recorded Presentation (video)
• Banner Finance Report Central Recorded Presentation (video) password to view: M+?T4H.e
• Financial Services Professional Development and Training Materials

Forms

• Banner – New Fund Request Form
• eBudget Revisions (FTR)
• EHRA Payroll/Personnel Action Form (PD-7)

Informational Documents

• New 970102 Account Code Calculator
• Budget Pool Account Codes
• Budget Revision Deadlines
• EHRA Niner Talent Budget Process Flow
• Guidance for Personnel Salary Reserves
• PBM Fringe Calculator
• SHRA Niner Talent Budget Process Flow

Communications

• Upcoming Changes to Financial Data Management – August 20, 2024

External Sites

• Office of State Budget and Management (OSBM)
• University of North Carolina (UNC) System