Budget process enhancement - inclusion in the Finance Data Mart

A new budget enhancement will be made available.  Effective Monday, January 22, 2024, the FY2025 draft budget data from the Yale Budgeting Tool (YBT) will be loaded into the Finance Data Mart daily Monday through Friday.  This will allow users the flexibility to incorporate draft budget data into reporting outside of YBT during the budgeting cycle.

YBT budget data entered and saved in cloned Labor and Financial plans as of 7 p.m. daily Sunday through Thursday nights will be available as “Draft Budget” in the Data Mart at 8 a.m. the next day.  Data entered and saved after 7 p.m. will be included in the next night’s load to the Data Mart.

Final budget data will be permanently available in the Finance Data Mart as “Corporation Budget” after approval by the Corporation in June 2024. “Draft Budget” data will be removed from the Data Mart once the Corporation Budget data has been loaded.

The “Draft Budget” load into the Finance Data Mart will directly affect 3 Finance Data Model tables:

• YBT Plan Structure for Fiscal Period
• FN Journal Budget Row Type 
• FN Journal Budget Balance Fact

If you have questions or concerns, please contact ybtsupport@yale.edu or your budget analyst.