Budget Resources
Frequently Used OTPS Accounts
Download here for frequently used OTPS accounts.
Budget Information Sessions
Budget Information Sessions are generally conducted during the Fall and Spring semesters. During the 90-minute session, the Office of Budget and Planning will provide an overview of the different budgeting processes, key policies, and essential tools for financial accountability and strategic resource allocation.
The most recent Budget Information Session recording is now available to watch at your convenience. To enhance your experience, Zoom’s Smart Chapters feature automatically segments the recording into key topics, making it easier to navigate.
Available Resources:
📌 Session Recording
📌 Spring 2025 Information Session Slide Deck
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Budget Information Session |
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Budget Information Session |
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Budget Information Session |
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Budget Reports
The Responsible Person (RP) and Budget Administrator (BA) are granted access to the Budget Reports from the TC portal under the Reports tab.
Employees seeking access to reports must request approval from the index’s Responsible Person (RP) and submit their request to budget@tc.columbia.edu. The request must indicate if the employee is to receive the Labor Distribution report, which contains confidential salary information.
Employees who do not have index access and are seeking financial information about a certain index must speak with their respective Responsible Person (RP) or Budget Administrator (BA) to obtain the information.
CASHNet
When setting up deposits through CASHNet, funds should be deposited into an operating index (1xxxxx) using a revenue account (5xxx). Funds should not be deposited into a designated (2xxxxx) or restricted (6xxxxx) index.