Budget Planning & Administration (BPA) at Sacramento State University offers budget training throughout the fiscal year to support consistent, transparent, and effective financial planning and management across the campus. Training includes foundational and advanced topics such as Budget 101, position management, the annual budget call process, General Operating Fund management, financial reporting, and use of the Financial Data Warehouse (FDW), along with quarterly FDW drop-in sessions for hands-on support. To promote continuous learning, selected training sessions are recorded and made available online. Divisions also have access to ongoing support year-round through an assigned BPA division analyst. BPA partner assignments can be found on Meet Us.

Training & Materials

Position Management Training

Recorded August 2026

This training session covers an overview of key position management concepts, including position budgeting, temporary vs. permanent positions, and position funding responsibilities. We also reviewed updated position management processes and forms, Questica implementation, vacancy and position maintenance expectations, and resources available to support departments with position changes.

Position Management Slide Deck

Budget Transfer Training

Recorded July 2026

This training session covers updates to the budget transfer process, including the new budget transfer form. We discussed a general overview of budgeted funds, FDW, current processes, and what is changing. Please note that the recording begins after a brief delay, and the first few moments of the training are not captured.

Budget Transfer Slide Deck

Financial Data Warehouse (FDW) 101 Training

Recorded March 2026

BPA prepared an on demand, video training focusing on user interfaces, and report building within FDW, including the following reports:

• Financial Summary As of Period
• Fund Balance
• Cash Balance
• Labor Cost Distribution Dashboard
• Payroll Detail Report
• Transaction Inquiry Dashboard
• Tree Reporting Dashboard

FDW Resources

Budget 101 Training

Recorded February 2026

Whether you’re new to budgeting or want a refresher, this session will strengthen your foundation in CSU budget management. We also reviewed core principles (transparency, accountability, sustainability, and strategic alignment), CSU funding sources, baseline vs. one-time funds, position budgeting, mandatory vs. discretionary costs, and the CSU budget cycle. We also covered monthly monitoring expectations, compliance responsibilities, forecasting tools, and common pitfalls—so your division can avoid structural deficits and plan with confidence.

General Operating Fund Position Management Training

Recorded February 2026

This session discussed a standardized approach to position management and budgeting for all permanent General Operating Fund positions—filled or vacant. We also covered division accountability, aligning staffing structures with available resources, distinguishing permanent vs. temporary roles, and managing salary and benefit changes effectively.

General Operating Fund Budget materials and historical information

Annual Training Calendar

Beginning January 2026, BPA will offer the following training on annual approximate schedule:

• February: Annual General Fund Position Management
• February: Annual Budget 101 Training
• March: Budget Call Training with Division Leads
• March: Quarterly FDW Drop-in Training
• June: Quarterly FDW Drop-in Training
• August: General Operating Fund Budget Management
• September: Quarterly Projection Report Training
• September: Quarterly FDW Drop-in Training
• October: Budget Town Hall
• December: Quarter FDW Drop-in Training

Training dates, sign-up links, and other information will be sent out on the Budget Operations listserv so be sure to sign up!