What is uPlan?

uPlan is the University of Alberta's budget planning system. The system uses Oracle's cloud version of its Planning and Budgeting Cloud Service software to support integrated planning, budgeting and forecasting.

Why uPlan?

The development and implementation of uPlan will provide better alignment with the university's Integrated Planning and Budgeting Policy. The project objectives are to:

  • Provide an institutional tool to manage planning activities with greater flexibility and accuracy in support of academic priorities
  • Support a financial framework in connecting institutional planning activities -- budgeting, forecasting and modeling -- to enhance accountability, transparency and evidence based decision-making.
  • Balance decentralized planning activities across the University with common planning processes and workflows.
  • Leverage existing key institutional data to support the financial framework.

How do I access uPlan?

To access the production environment for uPlan, please click here.

Alternatively, you may use and bookmark the following URL: https://planning9-a516313.pbcs.ca2.oraclecloud.com/HyperionPlanning/

Who do I contact?

Have a question for the uPlan team? Email us at: uPlan@ualberta.ca or submit a ticket here.