Financial Planning and Analysis

UPlan is the UCSF branding of Oracle Hyperion Planning, a centralized, Excel and Web-based financial planning and forecasting solution. 

Request Access

 Log in via MyAccess or Smart View using your UCSF Network Login ID and Password.

Contact your Departmental Access Administrator. Access Administrators should use the Access Management application to request, change, or deactivate UPlan roles for individual users. Roles include:

• Coordinator: Sets and adjusts global assumptions in the General and Employee planning modules for their control points and departments.
• Planner: Write access to assigned planning departments and read access to all General and Employee planning modules. Can adjust plans for individual DeptID/Fund/Project combinations at the Account level.
• Reviewer: Runs and analyzes financial reports.

Training Resources

Job Aids

New User		Manual	Slide
Session 1
Navigating in UPlan Overview of UPlan interface, tools, forms and reports. User preferences and MyOrg setup. General Planning Planning by individual department, fund, and project combination. Plan revenue and non-salary expenses. Commitment Tracking Planning by commitment. Plan transfers. Form Reports & Financial Reports (FR)	Zoom Recording
Session 2
Employee Planning Enables planning by the individual employee. Plan salary and benefits. Employee Form Reports & (FR)	Zoom Recording
Session 3
Smart View: Installation and Planning Access to UPlan web forms and reports via Excel. Smart View FR (Reporting & Analysis)	Zoom Recording
Training by request
Smart View: Installation and Ad hoc Create ad-hoc reports via Excel.

Internal and External Integration