FY26 In-Year Forecasting Now Available

Aggie Enterprise Planning is now available for in-year forecasting for FY26, offering department budget analysts the ability to update the "working" version of their current financial plan with the latest information about department operations. 

Learn more: KB0010503 - PL-5.7 Update In-Year Forecasts

The working version can be shared through most reports and informs the Sources and Uses (Full Year) report used for quarterly variance reporting. A variety of reports are available in Aggie Enterprise Planning to help you monitor, analyze and communicate budget data. To get started, explore these reports and Knowledge Base Articles (KBAs):

Annual Budget Report

The Annual Budget Report allows you to share and review a rollup view of your budget plan or the most recent forecast while the plan is being developed during the annual budget cycle. You can also use the report to preserve the finalized budget for your records.

Learn More: KB0010612 PL-Annual Budget Report

Department Comparison Report

The Department Comparison Report allows you to conduct side-by-side analysis of two or three data sets for a financial department and its children departments. You can select the dataset contents: fiscal year, scenario, version. You can also select account categories to use for the comparison.

Learn More: KB0011155 – PL – Department Comparison Report

Sources & Uses Report

The Sources and Uses report shows two views of the sources and uses data. One view allows you to compare the funding sources and uses data in your plan against the actuals data from the general ledger. The other view allows you to compare the final funding sources and uses data against the working version of the data in your full-year plan.  

Learn More: KB0010602 – PL – Sources and Uses Report (Plan vs Actual)

Questions? Please contact the Aggie Enterprise Help Desk.