Get Started - ISU Budget Management

Whether you're a new Budget Officer, Delegate, Salary Manager, or campus administrator, this page provides the key resources, training, and system access needed to successfully manage budgets and support financial planning activities at Illinois State University.

I'm New. What Should I Do First?

Step 1: Understand the Budget Process

Learn how the University allocates resources, develops budgets, and manages funds.

Resources

Step 2: Complete Orientation

Budget Officer Orientation provides an overview of roles, responsibilities, systems, and key budgeting processes.

Complete Budget Officer Orientation

Step 3: Establish Your Role

If you are serving as a Budget Officer or Delegate, ensure the appropriate appointments are submitted. To establish or change the Budget Officer or Delegate(s) on an account, use the links below to access the request forms.

Step 4: Complete Training for System Access

Build confidence using the University's budgeting and planning systems.

Available Training

Request Budget Center Training

Step 5: Budget Center Access & Resources

Most budget-related activities require access to one or more systems. Several of ISU’s budget management tools, including the ability to make allowable budget transfers, reside in the Budget Center. The Budget Center is also home to operating budget data specific to your budget unit(s).