Standard templates used in Planning 2020 are available for download from this site - see below.
Individual documents for each school/unit (e.g. a School Profile) are available from the Planning 2020 section of InfoHub (Home / Finance / Planning 2020 menu).
Documents are due to be available from Feb 17th 2020.
Individualised planning documents for each school/unit will be published via the InfoHub Planning 2020 page.
Documents are grouped by Category - in the screenshot below the categories are
Documents are listed within each category, and may be downloaded by clicking on them. Most documents relate to the particular school, but some are more general college-level in scope.
For illustration purposes, the screenshot includes some documents - e.g. the Budget Approval - that will be added in later stages of the process.
Working documents uploaded during the planning process will be assigned the category of 'Working Drafts'.
Finance Managers will usually meet with Heads to discuss planned enrolments, and will enter information directly to the PBCS system during the meeting. Alternatively, some FMs will distribute an Excel Registrations Template for the Head to enter changes and will then meet to review and discuss any further alterations. Where the Excel Registrations Template is being used, it will be distributed via the InfoHub Planning 2020 site.
The Excel Registrations Template is discussed further here.
At the end of the planning process, Heads will upload their completed Strategic Plan and a Financial Summary as an appendix, to the category 'Submission by School or Unit'. Finance managers will provide the Financial Summary to Heads once the Financial Plan in submitted.
Within the (opens in a new window)InfoHub / Finance / Planning 2020 screen, click on the Document Uploader button to upload documents.
The Document Uploader enables the user to select one or more files from their computer or other device, to select a Document Type (i.e. Category), and to provide an optional comment before uploading. The Document Type for the submission is Submission by School or Unit.
