Guides and Resources
- BudgetPak End User Getting Started Guide – Budgeting and Reporting v5
- How to Access/View Budget Information in Self-Service
- Budget by Line Item Detail
- Video Lesson: How to Enter Your Budget in BudgetPak (10min)
- Video Lesson: Copying Line Item Detail (4 min)
- Video Lesson: Importing Budget Line Detail (4 min)
- Video Lesson: Overview of Navigation and Reporting (8 min)
- Adding a new hire
- Entering an employee termination
- myXL Reference Manual
BudgetPak Software
BudgetPak is a stand-alone software and does not utilize single sign on with Daemen credentials. If you are having difficulty logging in or need a password reset, please email business@daemen.edu
You can access the software here:
Budget Process
Daemen now uses the online xLerant BudgetPak system for the budget process which increases the ability to document budget requests and tie to the Strategic Plan all within one system.
BudgetPak contains historical data for each account and can be used in conjunction with Service Budget to Actual to provide comprehensive account detail for budget preparation.
Daemen will again be using BudgetPak for the development of our 2026-2027 operating budget. Capital requests may be included with the operating “asks” for departmental needs. Capital requests will be MOVED to the capital budget, however.
For 2026-2027 Budget Cycle, these are critical dates:
- February 10: Update 2025-26 year to dates actuals with Spring 2026 data, including updated personnel starting file.
- February 12: BudgetPak opens for 2026-2027 budget process. (Revenue assumptions booked, payroll detail updated through Jan 31)
- February 17: Completion of revenue assumptions for 2026-2027 (Working with Enrollment and Institutional Advancement Offices).
- February 16-20: Enter budgets in BudgetPak for VP review
- February 23-27: Deans/Department Heads review budgets with respective VP
- March 2-6: Based upon review of department level budgets with respective VP/Deans, initial department level adjustments entered into Budgetpak
- March 9-13: Business office reviews VP level budgets with respective VP’s
- March 20: Materials for Cabinet Budget Retreat distributed to Cabinet
- March 27: Cabinet Budget Retreat
- April 14: Cabinet Budget Reconciliation Meeting
- April 28: Follow-up Cabinet Budget Reconciliation Meeting
- May 5: Draft FY27 Working Budget and Capital Budget provided to Dr Olson
- May 8: Dr Olson approves FY27 Draft Working Budget
- May 27: Complete budget materials to President for final approval
- June 2: FY27 Working Budget sent to Business Affairs committee for review prior to Board of Trustees meeting
- June 9: Preliminary 2026-27 Budget presented to Board of Trustees
- September 8: Definitive 2026-27 Budget presented to Board of Trustees
All documentation and clarification should be done in the BudgetPak system using notes and attachments as necessary.
Line item detail should be used for as many budget accounts as possible. If this is not an appropriate allocation method, please use the notes section for further detail. This level of detail will aid in proper budgeting and matching throughout the year. See Line Item detail information in the guides/reference section.
ActionPaks are encouraged for each event or special program/activity to aid in quick budget adjustments. See ActionPak info in the guides/reference section.
Any questions about BudgetPak use or login should be directed to the Office of Business Affairs.
Training
(70 min)