What is uPlan?
In August 2015 the university began a project to implement a budget planning system, which we are calling uPlan. The system uses Oracle's cloud version of its Hyperion Planning software to support integrated planning, budgeting and forecasting.
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.
Who are we?
With sponsorship from the Vice-President (Finance & Administration), the project's Steering Committee and Project Team is supported, and represented, by staff from faculties and administrative units. The project structure can be found on the last page of this project update.
Have a question for the uPlan team? Email us at: uPlan@ualberta.ca.