This is an accordion element with a series of buttons that open and close related content panels.
PlanUW is a cloud-based application that supports budgeting, reporting, forecasting, and aids in business processes related to the University’s budget model.
Please fill out the PlanUW Authorization Form to request access to the system, email completed forms to PlanUW-MSN-MBO@vc.wisc.edu
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||Approvers||Functions|
|Update||UW_UNV_HR_CAT_FUNCTIONAL||Institutional HRS Approvers||· Make changes to all transactional pages· Run all processes and reports within the CAT|
|Read Only||UW_UNV_HR_CAT_FUNCTIONAL_RO||Institutional HRS Approvers||· Search and view records within the CAT· Run reports within the CAT|
|EPM||UW_UNV_EPM_HR_CAT_QRY_NS||Institutional HRS Approvers||· Query CAT data views through EPM· View current and historical CAT comp/funding data|
|IR EPM (Hyperion orStudio)||UW_UNV_EPM_HR_CAT_QRY_LBRY_NS||Institutional HRS Approvers||· Query CAT data views through EPM and Interactive Reporting· View current and historical CAT comp/funding data|
Madison Budget Office Web Reports
Several reports listed under the reports tab require authorization.
- Budget Control Report – General financial overview
- Position Control Reports – Authorized FTE and filled level reports
To request access to these reports, email the Madison Budget Office Staff at firstname.lastname@example.org.
- The UDDS or UDDS range for report access
JET Budgets Authorization Form
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 email@example.com regarding JET Budget training sessions.
Additional budget transfer information can be found under the Budget Instructions tab.
Planning Allocation System (Inactive)
The Planning Allocation System is no longer used for allocating budgets, however, it still contains historical reports that can be accessed through your MBO Analyst when needed.
- 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