Request UPlan Access
To get access to UPlan, contact your local Access Administrator and request access. Each department has at least one Access Administrator who can submit a UPlan User Access Request Form to change type of access or provide new access.
Access Requirements
Access to UPlan requires approval from your Control Point Coordinator.
Control Point Coordinator(s):
BRM: Michael Baldelli
EVCP: Clarice Estrada, Matthew Tout
FAS: Steve Stugard, Julie O'Neal
SON: Larissa Best
SOP: James Joves
UDAR: James Kang, Wendy Gamboa
UPlan Roles
| UPlan Coordinator: | Coordinator can set and adjust global assumptions in the General and Employee planning modules for their control points and departments. |
| UPlan Planner: |
Planner has write access to their planning departments and read access to all General and Employee planning modules. Planner can manually adjust plans for individual DeptID/Fund/Project combinations at the Account level. |
| UPlan Reviewer: | Reviewer runs and analyzes financial reports. |
Login ID and Password
UPlan uses the campus standard single sign-on feature. Once you have been granted UPlan access, login to the UPlan application via MyAccess or Smart View. You will be presented with a form that will ask for your UCSF Network Login ID and Password.
