Budget Systems

SFSU’s budget system that supports planning, managing and analyzing financial data, including budget development, transfers and labor cost distribution across the institution.

Planning Budgeting Cloud Service Budget Transfer Labor Cost Distribution

Oracle Enterprise Management, Planning and Budgeting Cloud Service

SFSU Planning Budgeting Cloud Service (SF_PBCS) enables the shifting of finance professionals’ effort from manual intensive exercises to analysis and decision-support.  

Our goal is to provide transparency into financial plans and actuals at all levels of the institution that will enable multi-year, strategic decision-making within and across campus constituents. SF_PBCS is the local name for our web-enabled Oracle’s Enterprise Planning Budgeting Cloud Service-based technology solution.

Production and test environments

Access Oracle’s Enterprise Planning Budgeting Cloud Service: 

• Production environment: Use this to submit budget plans
• Test environment: Use this to test budget scenarios and explore the system

SF_PBCS Production Environment SF_PBCS Test Environment SF_PBCS User Guide SF_PBCS User Training

Budget transfers

Budget transfers are subject to the Delegation of Fiscal Authority and Responsibility issued to campuses under Executive Order No. 1000 effective July 1, 2007. No budget transfers can be made between two different funds. 

Budget transfer procedures

Once a department receives its budget, it is the responsibility of the department manager to maintain it and ensure that the budget will not be overspent by the end of the fiscal year. Departments should transfer enough funds to all salary line items to cover projected expenditures through the end of the fiscal year.  

Complete the Budget Administration and Operations “Budget Transfer Request” (commonly called BTR) form to request a budget transfer between Departments or Accounts.

Budget Transfer Request Form Budget Transfer Request Form Guide

Labor Cost Distribution

Labor Cost Distribution (commonly called LCD) is the functionality in the Human Resources Management System (HRMS) which distributes salary and benefit costs to the proper funding source in the Common Financial System (CFS). 

In the Human Resources Management System (officially called HCM or Human Capital Management), organizational entities on campus are identified by Department ID rather than Agency and Reporting Unit. As part of this, all employees are paid out of one payroll agency, which is General Fund Agency 255 at SFSU. 

The LCD functionality, which is maintained by the Budget Administration & Operations office, is achieved in HCM through the use of a department budget table and account codes in the LCD module, along with some additional distribution logic, engineer the process. The labor distribution results from this LCD process are then exported into CFS as summary line item expenditures. 

The benefits of Labor Cost Distribution are that most employees who are funded from different sources receive one paycheck, more detailed reporting can be obtained, labor expenses can be distributed by a group of employees and there is greater integration with CFS. In addition, unlike the previous legacy systems, employee salary and benefit detail is available to campus users from HCM and LCD. 

Since the requirements for protecting confidential employee data are increasingly in the limelight due to California government code and other regulations, it is extremely important that a campus department or division carefully determines who will be able to see confidential employee data. It is recommended that no more than one or two people in an area are authorized to have confidential employee data access. To be authorized to have access to LCD data, you will need to complete and submit a HRMS Access Request Form.  

Once authorized, LCD users may obtain instructions on running and viewing LCD reports.

LCD Report Instructions

Labor Cost Distribution change requests 

Important Notice Regarding LCD Processing Timelines

Due to unforeseen circumstances and limited staffing, the Budget Office is currently processing requests in the order they are received. Once a request reaches the Budget Office Approval stage, it is expected to be completed within two weeks.

For LCD adjustments related to the current month, please ensure that your requests are submitted at least two weeks before the scheduled LCD processing date. Requests received during the last two weeks of the month will most likely be processed and completed as part of the following month’s LCD cycle.

We appreciate your understanding and cooperation during this time.
For any questions or concerns, please get in touch with us at budget@sfsu.edu.

As of May 2, 2022, we have updated the Labor Cost Distribution Change Requests forms within Adobe Sign.

LCD Change Request Form Guide