As York University faculty and staff, welcome to the internal Budgets and Asset Management (BAM) site where you will be able to find additional details, information, forms and procedures. We expect to have our internal website complete by the end of January 2026.
Use the menu or quick links to explore each section – and reach out anytime with questions or feedback. Together, we’re building a stronger, more transparent financial foundation for York’s future.
Quick Links
Here, you'll find:
- Step-by-step guidance on the budget cycle and how to budget for operating budget or capital needs
- Guidance on how and when to make submissions to the University Budget Council or the University Fund Council for strategic funds or base budget changes
- Up-to-date planning frameworks and timelines
- Tools, templates and policies to inform your submissions as well as training materials to deepen your budgeting expertise
What's New
At York University, budgeting isn’t just a once-a-year exercise — it’s a dynamic, evolving process. The Budgets and Asset Management (BAM) team is committed to continuous improvement.
Initiatives underway in 2025-26 include: SHARP Budget Model Review (SHARP 2.1) and Anaplan Budget System Implementation.
SHARP Budget Model review (SHARP 2.1)
This past year, York University undertook a comprehensive review of the SHARP (Shared Accountability and Resource Planning) budget model to ensure it continues to support transparency, collaboration, and strategic alignment. Through consultations with academic and administrative units, key themes emerged around enhancing clarity in cost drivers, improving predictability in allocations, and strengthening support for institutional priorities. Feedback highlighted the need for greater flexibility to address emerging challenges and opportunities and support collaboration. As a result, several initial refinements were introduced to improve the budget model and respond to the feedback received as part of a phase 1 implementation. This continues into a second phase to further the refinements and continue the work underway.
For more information, please click here.
Anaplan Budget System Implementation
To advance York University’s commitment to strategic financial management and operational excellence, York University has invested in a budget system modernization project divided into two phases. In phase 1, launched in November 2025, the project delivered all the processing of SHARP 2.1, cost driver methodology and data, and revenue data tables necessary to successfully produce the budget envelopes and shared services budget requirements. All work in Anaplan at this stage is occurring within the BAM team and existing processes involving e-reports and Peoplesoft continue to be used for budget planning purposes.
In Phase 2, once approval for additional funding is obtained, the project will progress to include the following new modules:
- Position Planning and Budgeting module (with potential integration with ARMS and Peoplesoft HR data)
- Budget Submission module
- Forecasting module
- Budget modelling/analytics
- Budget reporting including drill down reporting
- Workflow for strategic funding requests (University Fund and University Budget Council Funding)
Design planning for this phase will involve a working group comprised of volunteers involved in budget development from our Faculties and Shared Services areas. Watch for a call out for volunteers in the future.
New budget envelopes were produced from Anaplan for the 2026-27 budget cycle. Once phase 2 is complete, budget holders will be able to access this information directly in the budget system through their own login.