Budget Basics

These resources are intended to provide an overview of Ohio University’s annual budget process and budget considerations. 

If you are interested in learning more about detailed budget guidance for current year budget development, please visit the “Budget Development Tools” section of our website.

Budget Transfers Guidance

Budget Planning & Analysis has completed its review of the budget transfer process under the RCM model and offers the following guidance related to budget transfers:

  • Budget transfers will not be permitted across different planning units (one exception: reorganizations). If you wish to make a funding allocation to another planning unit, please use a nonmandatory transfer (988500 INTER (ACROSS) UNIT ALLOCATIONS).
  • Budget transfers will be permitted within units.
  • Budget transfers must be reviewed and submitted through a planning unit’s FMG or CFAO to BP&A. Budget transfers received from other employees in a planning unit will be returned if not properly routed.


Budget 101

This presentation provides a high-level overview of Ohio University's budget and Responsibility Centered Management (RCM) budget model.

Responsibility Centered Management

This link contains information about Responsibility Centered Management.

Microsoft Training

This link contains training resources that are available to Ohio University employees through the State. Follow the links through the New User Registration and then the training resources are available for use. There are tutorials for Microsoft Excel and all the Microsoft software.

Subsidy 101

This presentation provides a high-level overview of State Share of Instruction (SSI)/Subsidy. Included within this presentation is a review of its history, explanation of the formula used to distribute subsidy, the breakdown of subsidy at Ohio University, and related resources.