Glossary of UPlan Terms

Provide users the ability to perform additional actions from the form including Launch a business rule (with and without runtime prompts), run data maps (from intro ppt from Huron).

Locally this resides within the Chart of Accounts. In UPlan, used to categorize events, other initiatives, and commitments. Note: Most budgets will be developed with the “No Activity member”.

Shows a list of recent activity and favorited objects. The Activity Pane is located on the UPlan home page.

Advanced data entry feature which allows you to increase or decrease existing data by a number or a percentage.

In Workforce, the Appointment Type dimension will be a custom hierarchy used to capture the following information for an Employee: Employer, Appointment Type, Negotiating Unit.

Financial Sources and Uses hierarchy. Subcategories for budgeting. Functions as a crosswalk table uniting the 3 funding source codes (State, UBF RF) into 1. Formerly referred to as UB Code.

Member where data is entered and stored, indicated by a white cell.

Created when data needs to be input or integrated at a rollup level. These Orgs do not have children.

Created when data needs to be integrated or input at the L3 rollup level because actual rollups cannot be overwritten. These will mainly show up on modeling forms where data is input, calculated and allocated to Units at the L3 level. These do not have children.

Created when data needs to be input or integrated at a rollup level. These Orgs are required because accounts have been mapped to them and they have financial activity but shouldn’t. These will be deleted when accounts are properly mapped to other applicable Orgs.

Calculations which allow users to derive output based upon a pre-determined formula logic, for example, Headcount * Rate / Head = Salary. These are maintained by the system administrators (RP).

Represent the different objects in UPlan, such as forms, reports, and dashboards.

A grouping of cards within a Navigation Flow. Each cluster groups like business processes.

Graphical representation of database data, purpose built to provide Business Intelligence.

Purpose built input/review ‘views’ of a database. These allow users to input data, review data, and interactively select what portion of the data set they want to look at in the form (i.e. segments available in drop down menus).

Used to move data inputs into reports.

Members used to further define data loads, adjustment and data entry intersections.

The defining descriptors of all data stored in the system’s database. Dimensions describes the data values in the database.

The process of retrieving progressively detailed data from a dimension by expanding a parent member to reveal its children.

Feature in a data cell which allow you to access information and data from the data source.

In Workforce, the employee dimension is used to store existing employees sourced from InfoSource, placeholders for new employees, and categories for employee pools.

Input/review ‘views’ of the UPlan database. Forms allow you to input and review data as well as interactively select what portion of the data set you would like to look at within the form.

Security groups which determine what areas of the budget process a user will contribute to.

A term used to indicate what type of funds will be spent or allocated in the UPlan tool. Trial Balances organized by Fund Sources.

The organized layout of dimension members into parent/child relationships, allowing for the systematic aggregation of data values in predefined paths.

Security group which determines which College(s) / Department(s) a user will have write access to.

Refers to a member’s location within the outline of a hierarchy from a bottom-up perspective. The level number identifies the branch on which the member lies in relation to its distance from the lowest level (level 0).

The individual elements within a dimension. Members can make up a hierarchy.

The functional classification of the account set by the National Association of College and University Business Officers.

Grouping of related content such as data forms and dashboards which support the completion of a particular business process. AKA - UPlan Home Screen.

Displays all cards in a cluster when a form is open, allowing the user to navigate between the different cards. The Navigation Toolbar is located above an open form.

Represented by three horizontal lines next to the UB logo at the top left side of the home screen. This navigation component of the UPlan home screeen which shows all forms, tools, and preferences available within UPlan. While you have access to Navigator, it is recommended you use the navigation flows to carry out all budgeting tasks.

Budget Input Level Entities, Sub Departments, Departments, VP/Decanal Units, etc.

Consolidate data from the Orgs underneath them, cannot be overwritten and will always have “Rollup” in the Alias name.

In Workforce, this dimension includes the various negotiating units that are loaded from InfoSource.

As it relates to the Financial Cube dimension, i.e. Months, Quarters, YearTotal.

As it relates to forms, defines the section of data in the UPlan database you are viewing. You select the desired members for each dimension to determine the context for the pages, rows, and columns.

Connect directly to the database and can be downloaded in a variety of formats. Actuals will be loaded monthly to support variance analysis and forecasting.

Read-only summary of the Budget the user has generated to provide a real-time look at the total budget by the selected organization.

As it relates to the Financial Cube dimension, i.e. 24/25 Budget, 25/26 Budget, Actual, Encumbrances, Forecast, Variance Scenarios.

Pre-defined selection lists managed by the administrator (RP). Users are restricted to the members in the list, which assures accurate data selection.

Type of variable that acts as global placeholders for information that changes on a regular basis. A substitution variable can have one value or a range of values (i.e. “Mar”:”Feb”).

Advanced data entry feature which allows you to break down the amounts summing to the overall data.

Displays only budget categories which have data loaded from either InfoSource (Actuals) or from the prior year’s Budget.

In Workforce, custom hierarchy used to capture the following information for an Employee: Title – State/RF/UBF Title Codes and Descriptions and Salary Grades.

Same as the Suppressed form except it displays all of the available accounts to allow the user to budget to an account they may not have budgeted for in the past.

Type of variable that acts as a filter in forms, enabling users to only see data and information relevant to them.

Embedded into the design of other objects (forms, business rules, reports, and are linked to an underlying member (i.e. Budget, Actuals, FY 24, etc.) There are two types: User Variables and Substitution Variables.

As it relates to the Financial Cube dimension, i.e. Working, Final, What-If versions, etc.