FY16 Budget Planning – What If Scenario’s
The FY16 Budget Planning process will be completed using the CPM/FAB user interface. The UCAR
Budget Office has copied the FY15 non-salary approved budgets to the FY16 What If scenario (base).
As you know, we have been instructed to follow three scenarios using the What If scenario in CPM/FAB:
1. Scenario A (Base): Allow for a 2% salary increase, regular benefits at 55.3%, casual
benefits at 9.4%. Revenue, materials and supplies, purchased services, and travel
budget remain flat to the FY2015 level. Depreciation and interest budgets will be
determined through the Treasury Office Capital Expenditure Request process. Please
use the “What If” scenario in the CPM/FAB user interface to complete budget Scenario A.
(Required).
2. Scenario B (Sandbox): The budget target budget for this scenario is 3% below the
FY2015 approved budget. Depreciation and interest amounts will be excluded from the
target amount. Similar to Scenario A, please allow for a 2% salary increase, regular
benefits at 55.3%, and casual benefits at 9.4%. Please identify and describe the impact
of any reductions required to reach the budget target. The UCAR Budget Office will
provide you the budget Scenario B budget target individually. Depreciation and interest
budgets will be determined through the Treasury Office Capital Expenditure Request
process. Please use the “What If” scenario and the sandbox function in the CPM/FAB
user interface to complete budget Scenario B. (Required)
3. Scenario C (Sandbox): Budget Scenario C allows the opportunity to request additional
budget for your budget group. Please identify and describe the impact any additional
budget will have on your budget group. Similar to Scenario A, please allow for a 2%
salary increase, regular benefits at 55.3%, and casual benefits at 9.4%. Depreciation
and interest budgets will be determined through the Treasury Office Capital Expenditure
Request process. Please use the “What If” scenario and the sandbox function in the
CPM/FAB user interface to complete budget Scenario C. (Optional)
The grids we will be using are:
Plan Employee Salaries – Data Entry Grid
Employee Account Allocation % – Data Entry Grid
Employee Assumptions – Data Entry Grid
Plan NonSalary Expenses – Annual Spreading – Data Entry
Budget Forecast Analysis – Annual – Report
Employee Projections – Annual - Report
To facilitate the process, we have already copied all of your FY15 Base information into the What If
scenario in each grid.
To access What If grids:
Open the CPM/Fab tool
https://fatahoe.fanda.ucar.edu/fab/fab.aspx#/home
Open the Plan Employee Salaries – Data Entry Grid
Expand the Dimension Filter Selectors section
Click in the Scenario box to open Scenario-Selector and navigate to the What If scenario, click it to add to
the selection box, apply filter.
Click in the Employee box to open Scenario-Selector and navigate to the HR org you are working with to
prepare the FY16 budget plan, click it to add to the selection box, apply filter.
Please Save As the dimension filter selection you have created.
Open the Employee Account Allocation % – Data Entry Grid
Expand the Dimension Filter Selectors section
Click in the Scenario box to open Scenario-Selector and navigate to the What If scenario, click it to add to
the selection box, apply filter.
Verify the appropriate selections in the Employee and Account dimensions. (Hint: most of the time
selecting the accounts you are planning is the best option while keeping the Employee dimension at
Level0)
Please Save As the dimension filter selection you have created.
Open the Employee Assumptions – Data Entry Grid
Expand the Dimension Filter Selectors section
Click in the Scenario box to open Scenario-Selector and navigate to the What If scenario, click it to add to
the selection box, apply filter.
Verify the appropriate selection is in the Employee dimension. (Hint: Remember that the default worktime
is 85% for all employees unless you make a change in this data entry grid.)
Please Save As the dimension filter selection you have created.
Open the Plan NonSalary Expenses - Annual Spreading – Data Entry grid
Expand the Dimension Filter Selectors section
Click in the Scenario box to open Scenario-Selector and navigate to the What If scenario, click it to add to
the selection box, apply filter.
Click in the Year box to open Scenario-Selector and navigate to 2016, click it to add to the selection box,
apply filter.
Click in the Account box to open Scenario-Selector and navigate to the HR org you wish to apply FY16
budget plan, click it to add to the selection box, apply filter.
Remember: Using the Plan NonSalary Expenses – Annual Spreading grid to enter your budgets in total,
by expense category, will equally spread the totals across all twelve months.
Please Save As the dimension filter selection you have created.
Open the Budget Forecast Analysis – Annual – Report
Expand the Dimension Filter Selectors section
Click in the Scenario box to open Scenario-Selector and navigate to the What If scenario, click it to add to
the selection box, apply filter.
Click in the Year box to open Scenario-Selector and navigate to 2016, click it to add to the selection box,
apply filter
Click in the Account box to open Scenario-Selector and navigate to the HR org you wish to apply FY16
budget plan, click it to add to the selection box, apply filter.
Please Save As the dimension filter selection you have created.
Open Employee Projections – Annual – Report
Expand the Dimension Filter Selectors section
Click in the Scenario box to open Scenario-Selector and navigate to the What If scenario, click it to add to
the selection box, apply filter.
Click in the PayPeriod_Expense box to open Scenario-Selector and navigate to 2016, click it to add to the
selection box, apply filter.
Click in the Account box to open Scenario-Selector and navigate to the HR org you wish to apply FY16
budget plan, click it to add to the selection box, apply filter.
Please Save As the dimension filter selection you have created.
Create Sandbox for Scenario B and C
Go to Plan NonSalary Expenses – Annual Spreading – Data Entry grid. Select Options menu and select
Show Sandbox Functions.
Below are the new functions you will see once the Sandbox functions are turned on:
Select Create Sandbox. Save sandbox as FY16 Scenario B. Select OK.
Repeat process above creating a second sandbox named FY16 Scenario C.
Once a sandbox is created you can select the sandbox from any FAB grid. See sandbox names below.
Base is the primary and will contain FY16 budget process Scenario A.
When you turn on the sandbox function on another grid you will see the newly created sandboxes. See
Budget Forecast Analysis – Annual – Report below.
Go back to your NonSalary Expenses – Annual Spreading – Data Entry grid and select sandbox FY16
Scenario B.
Add a row to an account key you would like to adjust. Save changes. See Below:
Return to Budget Forecast Analysis – Annual – Report grid and select sandbox FY16 Scenario B. You
will notice the changes you have made in the non salary grid appear in the report. See below: