Group of young business people meeting working with new startup project idea presentation analyze plan marketing and investment.
Group of young business people meeting working with new startup project idea presentation analyze plan marketing and investment.
UPlan: A financial management process and tool for the University at Buffalo.
Group of young business people meeting working with new startup project idea presentation analyze plan marketing and investment.

Launch

Completed

Define

Completed

Develop

Completed

Confirm

In progress...

Beyond

 

  • UPlan: October 2024 Update
    10/28/24

    Training sessions are set to begin this month, starting with the self-paced Budget Fundamental e-Learning and then moving into our instructor-led Intro to UPlan and Navigating UPlan. System training will begin in mid-October. 

  • UPlan: September 2024 Update
    9/30/24

    Training sessions are set to begin this month, starting with the self-paced Budget Fundamental e-Learning and then moving into our instructor-led Intro to UPlan and Navigating UPlan. System training will begin in mid-October. 

  • UPlan: August 2024 Update
    8/26/24

    We have begun the cutover process for the UPlan application, including migrating any final updates from the test environment to production, clearing and reloading data from InfoSource, clearing budget and forecast entries made during UAT, and testing the system.

What is UPlan?

UPlan is a multi-phased initiative to develop a fully integrated, all-funds budgeting, planning and forecasting system.

The goals of UPlan are to:

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Enhance current unit-based processes.

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Decrease manual data gathering, verification and formatting

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Adopt best practices in budget and finance operations and reporting.

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Integrate the budgeting process with current systems and databases.

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Provide consistent data to support strategic decision-making.

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Improve forecasting, reporting and scenario planning.

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Create a system to respond to reporting needs and information requests.

Contact

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