Yale Budgeting Tool (YBT)

What is the Yale Budgeting Tool (YBT)?

The Yale Budgeting Tool (YBT) is Yale’s financial system for budgeting, forecasting, and financial management.  YBT allows users to efficiently and effectively plan, budget, monitor, manipulate and report on labor and financial planning data through a standardized interface.

YBT Login:

• Yale Budgeting Tool, Excel Client
• Yale Budgeting Tool, Windows Client

YBT Legacy:

• Yale Budgeting Tool (YBT PTAEO) Excel Client
• Yale Budgeting Tool (YBT PTAEO) Web Client

Make It So Login

Make It So

Eligibility

Please contact your Lead Administrator to determine if access to the Yale Budgeting Tool (YBT) is appropriate for your role. 

To gain access to YBT, complete the YBT Request/Change Access Form located in the Policies, Procedures, & Forms section below, and submit the form, with your Lead Administrator’s signature, to ybtsupport@yale.edu.

To gain access to Make It So, complete the MIS Request/Change Access Form located in the Policies, Procedures, & Forms section below, and submit the form, with your Lead Administrator’s signature, to ybtsupport@yale.edu.

Policies, Procedures, & Forms

• YBT Budget Only COA segments
• System requirements for using the YBT Excel Client
• Report Reference and Crosswalk
• YBT Request/Change Access Form
• MIS Request/Change Access Form

Training Requirements:

To use YBT Labor, Financial Planning or Reporting please review the YBT FAQ and the training materials as needed.