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Office of Planning & Budget
3rd Floor, Kerr Hall
University of California
Santa Cruz, CA 95064
Phone: 831.459.2446
FAX: 831.459.2619
Email: plnbgt@ucsc.edu

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Maintained by planning@ucsc.edu

Financial Manager's Workbench (FMW)

Financial Manager’s Workbench (FMW-Budget) is the application used to manage the Campus’ permanent budget and staffing commitments. FMW-Budget replaces the Campus’ use of the legacy Budget System Local (BSL) and Staffing List Systems.

This website will help you get started with FMW and answer any minor questions that may arise along the way.

The Financial Manager’s Workbench (FMW) is a highly flexible software tool well suited to budgeting and planning applications. By tailoring FMW’s features and functionality to our business needs and processes, UCSC has successfully accomplished the following objectives:

1. Replacement of the Budget System Local (BSL)
• The permanent budget utilizes the FIS Chart of Accounts. In regards to the permanent budget, we can now think in terms of FOAPALs, rather than the older Account-Fund-Sub chart structure.
• Users have the ability to post permanent budget transactions on-line and see real-time updates to their permanent budgets.
2. Replacement of the Staffing List System (SLS)
• Users have the ability to add, modify, and delete their open provisions
• Users can monitor their 'Staffing List' on demand. Current payroll, provision and permanent budget information provides for easier monitoring and reconciliation.
3. Access to multi-year permanent budget information at both the transaction level and summary/roll-up level aiding both analysis and research.



4. Integration of detailed monthly distribution of payroll expense (DOPE) data with summary FIS operating ledger data to facilitate monitoring and forecasting of your current year operating budget.