UPlan Training Resources
In-Class Training
Prerequisite: Participants will need to have their UPlan access set up prior to the hands on computer based training sessions. Learn more on how to get access to the UPlan application at the Request UPlan Access page.
Training content will be divided into two categories:
New User Training: For new users across the campus.
| Session | Date | Time | Location | Topic |
|---|---|---|---|---|
| 1 |
January 31, 2024 |
9:00am - 12:00pm |
|
|
| 2 | February 5, 2024 |
1:00pm - 4:00pm |
|
|
| 3 | February 8, 2024 |
9:00am - 12:00pm |
|
Referesher Training: For current and new UPlan users. Training is catered to specific control point planning principles.
To be scheduled.
User Support
While the UPlan team is available for user support year round, during the planning season, the UPlan team offers onsite support every Wednesday or by appointment. Once you have contacted UPlan for assistance, at least one of the team members will schedule a visit to your workstation to help answer UPlan questions or with any training needs. Please email [email protected] to schedule our visit.
Updated on 02/08/2024
Job Aids
| Title | Revision Date | Link | Download |
|---|---|---|---|
| Tuition and Fee Revenue Calculator | 01/07/2019 |  |
|
| Pay Component Definitions | 01/07/2019 |  |
|
| AGG and ADJ Projects | 02/04/2021 | |
|
| General Planning Global Assumptions | 03/28/2017 | |
|
| Commitment Mapping to General Planning | 06/07/2021 | |
|
| Commitment Tracking | 01/07/2019 | |
|
| Reference Guide: Dimensions | 02/04/2021 | |
|
Manuals
| Title | Revision date | Download |
|---|---|---|
| Navigating in UPlan | 01/16/2024 | |
| General Planning | 01/09/2024 | |
| Commitment Tracking | 01/03/2024 | |
| Employee Planning | 01/05/2024 | |
| Smart View Forms | 01/05/2024 | |
| Smart View Ad Hoc | 01/04/2024 | |
Presentation Slides
| Title | Revision date | Download |
|---|---|---|
| Navigating in UPlan Overview of UPlan interface, tools, forms and reports. User preferences and MyOrg setup. |
01/12/2024 | |
| General Planning Planning by individual department, fund and project combination. Plan revenue and non-salary expenses. |
01/16/2024 | |
| Commitment Tracking Planning by commitment. Plan transfers. |
01/12/2024 | |
| Employee Planning Enables planning by individual employee. Plan salary and benefits. |
01/18/2024 | |
| Smart View: Installation and Planning Access to UPlan web forms and reports via Excel. |
01/12/2024 | |
