Resource Planning / Budgeting Workflow - Starting 12/9/24
Questions? Email raptor@lehigh.edu
Forecasting
Using the group of RAPTOR reports in the Budgeting Reports tab - Custom - Quarterly Reports (see screenshot below), please summarize the major and relevant favorable and unfavorable items that may be causing any projected variances. Any major budget variances should be identified and explained.
Please note -- currently, the Fund Balance report in RAPTOR is not showing valid data so that's not part of the Quarterly Reports -- we are working with the vendor to have this corrected and will provide updates here when it's available for use.
In the meantime, please continue to use Desktop Finance and the Argos Finance Dashboard to review your fund balances.
