Budget guidelines

Plans for the 2022 Budget cycle must be input via IDU.

Documents relating to the 2022 Budget will be updated below as soon as they are available:

• Key dates
• Guidelines for budget submission
• Rates for planning
• Checklist for submission
• IT annual replacement guide
• Software template
• ITIPC project proposal
• Capex template (updated 6 Aug 2021 to include depreciation estimate)
• IDU User Guide for plan input

Course Fee Plans

Course fees must be input in IDU by the Faculty Managers: Academic Administration.  To assist with input, refer to the following documents:

• Notes for fee planning
• IDU Fee Planning User manual
• Checklist for fee plan submission

Business Plans

• Business plan process
• Business plan guideline
• Business plan template

Frequently Asked Questions about IDU planning:

• How do I log in to IDU
  The browser of choice is Chrome. Go to the following URL: https://report.uct.ac.za Please make sure that, if working off campus, to log in to VPN first.

• I can't find a particular cost element to plan within the cost center/real internal order that I need to plan it on.

  Please notify the Administrator to link the cost element to the particular cost center/RIO

• For the travel activity, why are not all the cost elements appearing in my report when I have input the plan in the activity.

  The cost element that is missing in the report needs to be linked to the cost center/RIO.  Please notify the Administrator to do this.

• Why can't I see the staffing on the cost center/RIO?

  You need to have staffing access to view the detail of the staffing.  Please liaise with your Finance Manager.

• How do I view my plans per cost center group in IDU?

  Go to either Budget Entry Account View or Budget Entry List View and search for your cost center group in the Cost Object dropdown.

• How do I view the plans on my RIO group?

  Go to either Budget Entry Account View or Budget Entry List View.  Change the Cost Object Structure to IO UCT ALL, then search for your RIO group in the Cost Object dropdown.  If RIOs have settled and shows a zero value, change the Account Structure to Management Report excl Settlement.