uPlan Documents

uPlan Training Guides

Below are electronic versions of the uPlan training manuals that have been previously distributed.

Feel free to contact uPlan@ualberta.ca if you have any additional questions about uPlan.

Budget Process Training Resources

Below are documents intended to provide general advice on budget processes or for developing annual budgets.

Budget Allocation Transfer Template (Optional)

Below is a transfer form that Resource Planning has drafted to help with internal faculty/unit documentation of transfers.

The use of the form is optional, and it was designed to facilitate record keeping of budget allocation transfers. There is no need to forward completed forms to Resource Planning.

Obtaining access to uPlan

Please complete the uPlan security access form, and have the form approved by the appropriate Senior Financial Officer.

Completed forms can be sent and submitted to uPlan@ualberta.ca.