Financial Planning and Analysis
UPlan is the UCSF branding of Oracle Hyperion Planning, a centralized, Excel and Web-based financial planning and forecasting solution.
Log in
Log in via MyAccess 
or Smart View using your UCSF Network Login ID and Password.
Request Access
Contact your Departmental Access Administrator. Each department has at least one Access Administrator who can submit a UPlan User Access Request Form to change the type of access or provide new access. Access Administrators use the Access Management application (available via MyAccess ) to request, change, or deactivate UPlan roles for individual users.
UPlan Roles
Sets & adjusts global assumptions for control points and departments.
Write access to assigned depts; read access to all modules; can adjust plans by account.
Runs and reviews financial reports.
Training Resources
Internal and External Integration
| Job | Schedule | Data From | To System |
|---|---|---|---|
| Daily Integration |
| Employees Planning | UCSFPlan (General) |
| Commitments Planning | UCSFPlan (General) | |
| UPlan Forecast & Plan | MyReports | |
| Actuals Load |
| General Ledger & Payroll/Labor Ledger | UCSFPlan (General & Employee) |
| Scheduled Maintenance |
| ⚠ During this maintenance window, UPlan users will be unable to access the UPlan web or Smart View. | |
Data Flow
