This is an accordion element with a series of buttons that open and close related content panels.
A variety of campus resources require a user to have a unique 3-character login ID and password. To gain access to the Planning Allocation, the InfoAccess Data Warehouse, and other campus resources, please fill out the following form.
Planning Allocation System
The Planning Allocation System contains real-time budget reports that are used during the budget development process.
- Allocation Report – Displays allocated budget by major class and authorized FTE levels
- Allocated vs Budgeted Report – Displays a comparison of the current year’s budget entry with authorized levels
Please complete the form below to request access to the Planning Allocation System. Email the completed form to Madison Budget Office Staff at firstname.lastname@example.org.
Madison Budget Office Web Reports
Several reports listed under the reports tab require authorization.
- Budget Control Report – General financial overview
- Major Class Report – Financial overview by major class
- Salary Report – Salary overview
- Budget Development Reports – Budget entry summary reports and salary ranges by job code
- Position Control Reports – Authorized FTE and filled level reports
To request access to these reports, email the Madison Budget Office Staff at email@example.com.
- The UDDS or UDDS range for report access
JET Budget grants users the ability to process budget transfers within the user’s division. Users must receive training prior to being granted access to JET Budget. Please email firstname.lastname@example.org regarding JET Budget training sessions.
Additional budget transfer information can be found under the Budget Instructions tab.
Compensation Administration Tool (CAT)
The CAT is a PeopleSoft based application used to enter salary data during the budget development process.
New CAT users will need to contact their divisional HRS approver for assistance obtaining any of the CAT HRS roles. If you are unsure of which roles you need, please email email@example.com.
NOTE: Please select either the Update or Read Only CAT Role. Do not select both roles as this causes access problems in the CAT.
CAT Roles and Description of Access
|CAT Role||Role Name in OIM||Approvers||Functions|
|Update||HR CAT Func User Update||Institutional HRS Approvers||· Make changes to all transactional pages· Run all processes and reports within the CAT|
|Read Only||HR CAT Func User Read Only||Institutional HRS Approvers||· Search and view records within the CAT· Run reports within the CAT|
|EPM||EPM HR CAT Query Non Sensitive||Institutional HRS Approvers||· Query CAT data views through EPM· View current and historical CAT comp/funding data|
|IR EPM (Hyperion orStudio)||IR EPM HR CAT Query Non Sensitive(Most Commonly Used)||Institutional HRS Approvers||· Query CAT data views through EPM and Interactive Reporting· View current and historical CAT comp/funding data|