Office of Planning & Budget
The mission of the Office of Planning and Budget is to provide responsive services that enable leadership to best allocate resources that support teaching, scholarship, and student success.
The University of Richmond’s budget is built through a collaborative year-round process that addresses both short-term needs and long-term goals. The operating budget covers day-to-day expenses, including salaries and benefits, while the capital budget addresses major infrastructure. UR’s fiscal year runs July 1 through June 30.
The Office of Planning and Budget provides business process analysis to assist in streamlining workflows, coordinating and prioritizing new initiatives, and maximizing efficiencies. OPB staff also monitors budgetary performance throughout the fiscal year and serves as a resource for university leaders, budget officers and financial managers for budget planning and evaluation.
Training
In addition, both group and one-on-one training sessions are available covering a variety of topics, including:
- Banner Forms Finance Functionality
- ROADS Finance Reporting
- Basic Excel
- Fiscal Planning
Budget Reports
Budget reports are automatically generated and distributed by ROADs each month. For questions about your reports please email the report and your questions to opb@richmond.edu. To be added to the report distribution, please email your request to accounting@richmond.edu.