Higher Ed – Salary Budget Request by Fund

What is a Salary Request by Fund? Salary Request input forms with fund details are considered a component of employee expense planning models and are used by budget managers and HR to create budget requests by fund based on the department baseline budget. Some of the main functionality in this type of input form is that it automatically displays last year's actual results as well as the target adjustment. The users then enter their proposed % and/or amount increase or decrease. The far right amount column shows the total budget request. The rows list funds grouped by GL account. On the right side of the form, the users can enter comments to explain any significant information related to the request. You find an example of this type of input form below.

Purpose of Salary Budget Request by Fund Models Universities and colleges use Salary Budget Request by Fund models to automate and simplify the budget entry of personnel related expenses with fund details. When used as part of good business practices in a Budgeting and Planning Department, a higher education institution can improve its planning process, and it can reduce the chances that users enter less accurate budgets due to lack of visibility to budget targets and historical information.

Who Uses This Type of Input form? The typical users of this type of input form are: HR and Department Managers. Other Input forms Often Used in Conjunction with Salary Budget Request by Fund Models Progressive Budgeting and Planning departments sometimes use several different Salary Budget Request by Fund models, along with  payroll budgets, capex budgets, operating expense- and revenue templates and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from management systems or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

Built for higher education finance teams and aligned with Solver's xFP&A platform, this Solver planning template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Higher Ed – Salary Budget Request by Fund in Solver? The Higher Ed – Salary Budget Request by Fund is a pre-built xFP&A planning template in Solver designed for higher education organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for higher education finance workflows.

Who uses this Solver planning template? This template is primarily used by CFOs, controllers, and higher education finance teams in higher education organizations who need accurate, timely data to support planning, reporting, and decision-making. It is particularly valuable for higher education finance teams managing budgets, forecasts, and performance reviews.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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