Training Resources

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.
SessionDateTimeLocationTopic
1January 22, 20259:05am - 12:00pm

Zoom Recording

  • Navigating in UPlan
  • General Planning
  • Commitments Planning
  • Form Reports & Financial Reports (FR)
2January 24, 20259:05am - 12:00pm

Zoom Recording

  • Employee Planning
  • Employee Form Reports & FR
3January 27, 20259:05am - 12:00pm

Zoom Recording

  • Smart View Planning Forms
  • Smart View FR (Reporting & Analysis)

 

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 05/23/2025

Job Aids

TitleRevision DateDownload
Tuition and Fee Revenue Calculator05/22/2025Download
Pay Component Definitions01/07/2019Download
AGG and ADJ Projects02/04/2021Download
General Planning Global Assumptions03/28/2017Download
Commitment Mapping to General Planning06/12/2025Download
Commitment Tracking01/07/2019Download
Reference Guide: Dimensions02/04/2021Download

Manuals

TitleRevision dateDownload
Navigating in UPlan01/13/2025Download
General Planning01/13/2025Download
Commitment Tracking01/13/2025Download
Employee Planning01/13/2025Download
Smart View Forms01/03/2025Download
Smart View Ad Hoc01/14/2025Download

Presentation Slides

TitleRevision dateDownload
Navigating in UPlan
Overview of UPlan interface, tools, forms and reports. User preferences and MyOrg setup.		01/08/2025Download
General Planning
Planning by individual department, fund and project combination. Plan revenue and non-salary expenses.		01/08/2025Download
Commitment Tracking
Planning by commitment. Plan transfers.		01/08/2025Download
Employee Planning
Enables planning by individual employee. Plan salary and benefits.		01/08/2025Download
Smart View: Installation and Planning
Access to UPlan web forms and reports via Excel.		01/08/2025Download