Group of young business people meeting working with new startup project idea presentation analyze plan marketing and investment.
Group of young business people meeting working with new startup project idea presentation analyze plan marketing and investment.
UPlan: A financial management process and tool for the University at Buffalo.
Group of young business people meeting working with new startup project idea presentation analyze plan marketing and investment.

Launch

Completed

Define

Completed

Develop

Completed

Confirm

In progress...

Beyond

 

  • UPlan: December 2024 Update
    12/19/24
    Read about the UPlan launch in UBNow.
  • UPlan: November 2024 Update
    11/21/24

    The UPlan system is live! The UPlan Training web page has information regarding training/resources and Job aids.

  • UPlan: October 2024 Update
    10/28/24

    We have completed the initial training sessions for Intro to UPlan and Navigating UPlan. The presentations from those sessions and the UPlan Training Reference Guide are available on the UPlan website.

Open Office Hour Sessions
Tuesdays and Thursdays 10:00 - 11:00 a.m.

What is UPlan?

UPlan is a multi-phased initiative to develop a fully integrated, all-funds budgeting, planning and forecasting system.

The goals of UPlan are to:

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Enhance current unit-based processes.

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Decrease manual data gathering, verification and formatting

Three circles arranged in a triangle. The uppermost circle contains a plus symbol.

Adopt best practices in budget and finance operations and reporting.

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Integrate the budgeting process with current systems and databases.

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Provide consistent data to support strategic decision-making.

Line chart with an increasing line and a plus symbol overlayed on the corner.

Improve forecasting, reporting and scenario planning.

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Create a system to respond to reporting needs and information requests.

Contact

For general questions:

For other inquiries: