Building partnerships through collaboration.
Here, we address common questions about UPlan’s features, setup, and functionality to help you make the most of this resource.
No. Only operating funds and expenditures are included.
No. Only operating funds and expenditures are included.
Only UBF spendable funds are included.
U-Wide Type 1 are included but U-Wide Type 2 are not.
Data is pulled from Infosource using the same information reported in SIRI.
Expenditure data will be uploaded on a monthly basis. Users can find more up-to-date data in SIRI which will continue to be the system of record for expenditure data.
UBOs can view all drivers in the system under the UBO cluster VIEW GLOBAL ASSUMPTIONS card.
No. Budgeting and forecasting is done at the budget input entity level.
Account numbers are not part of the system, but can be added in the comments section if desired
Yes. Note that similtaneous users have the ability to edit/input information and therefore may over write each other.
While the tool should work in all browsers, Huron suggests trying Chrome if you are having browser-related issues.
Yes. UPlan utilizes Single Sign On (SSO) so you can log in to the system with your UBIT name and password.
Your node support should be able to assist you with Smartview.
UPlan Assistant is a dashboard in SIRI that users can use to help planners budget and use as a point of reference for data in UPlan.
No. At this point in time, they are separate. There is an added level of security in UPlan access. Just because you can see something in SIRI does not necessarily mean you have access to UPlan. Contact your UBO for any security-related issues.
Please contact Customer Support.
Yes, by going to the ACTIONS drop-down at the upper right had corner of a cart and selecting SPREADSHEET EXPORT.
Under SELECT MEMBERS, click on the three dots to the right of the ORGANIZATION and select DISPLAY ALIAS.
Documents can be attached to any COMMENT by right clicking in the COMMENT cell, click on COMMENTS, click on the attachment icon, select the file that you want to attach, and click POST.
No. If appropriate, any adjustments will also need to be made in AXIOM.
Actuals will only be tagged to a separate Commitment or Activity if a separate account or sub-account is established and tagged for that Commitment or Activity.
Check to make sure the Financial Affiliation is marked as YES. You can verify the affiliation in the SIRI support tables as well as UPlan Assistant dashboard. If it is not correct, reach out to OIA for the corection.
These titles are budgeted at the pooled level rather than the individual employee level.
Your UBO will need to send a request to OIA.
Go to USER PREFERENCES card on the home page. Select DISPLAY. Under NUMBER FORMATTING, select "Comma" from "Thousands Separator" drop-down box. Click SAVE.
Go to USER PREFERENCES card on the home page. Select USER VARIABLES. Then under ORGANIZATION dimension click on the icom for "Member Selector Button" on the right side. The "Select a Member" box opens, click on the icon for "Settings" that is to the right of "Search Organization" box. Check SHOW ALIAS and click OK at the top right of the box. Click SAVE.
UPlan data is uploaded on a monthly basis and SIRI is uploaded nightly.
Instructional: Faculty; Instructional Support: Librarians; Administrative: all staff. (TAs, GAs, and Student Assistants map to temporary service expenditure categories.)
If you do not see commas in reports, Go to USER PREFERENCES -> DISPLAY and check the box for Use Administrator’s Settings.
You have access to two environments: training and production. The training environment has the word training highlighted in pink at the bottom of the screen.
Changes made in Workforce, including New Hires and salary adjustments, can be viewed on several reports in Reports. For instance, click #1 under Reports – Budget by Fund, and all salary adjustments will appear in this report under Uses – Salaries. Or, you can click on #2 in this section and view Workforce – FTE and Compensation Report by Department. This report details Total Base Salary, Total Additional Salary, and Total Fringe by budget entity (click the caret to expand the organization view). The various reports give you different views of your total salary cost.
In the current fiscal year, carry forward is loaded with all other actuals. Future years are calculated by the tool based upon the difference between Sources and Uses.
Resource Planning builds in escalation percentages for Direct Revenue and OTPS as part of budget seeding. These can be viewed and adjusted under the UBO Cluster – Budget Seeding Updates. Budget Seeding percentages impact the entire VP/Decanal organization and can only be entered at the category level. The category level typically contains more than one sub-category which in UPlan is known as a Budget Category. For example, escalation percentages for Travel would impact the budget categories Non-Employee Travel, Transportation, Meals – Travel, Team/Group Travel, Travel Other, and Lodging.
No. The Workforce data is a snapshot taken in mid-October. If the workforce data was reloaded, it would overwrite any work done in the Workforce cube.
As with all final budget numbers, this number cannot be adjusted. However, the actual carryforward can be viewed in reports that include actual 24/25 numbers. A good place to start is with the Budget vs Actual Report.
Units should budget loan payments as 'other expenses' in each year that the payment is due.
Yes, the UPlan Assistant Dashboard can be used to assist planners’ budget and can be used as a point of reference for data in UPlan. Review the guide to what is included in this dashboard or see it on the UPlan website under the supplemental documents for UBOs.