University of Wisconsin–Madison

Obtaining Necessary Authorizations

  • 3-Character Login

    A variety of campus resources require a user to have a unique 3-character login ID and password.

    You must first obtain your 3-Character Login ID before requesting the budget related resources below:

    • Planning Allocation System
    • 3270 Legacy Budget System

    3-Character Login ID Authorization 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 mbo@vc.wisc.edu.

    Note: User’s must have a 3-Character login prior to completing the Planning Allocation Request form.

    Planning Allocation Authorization Form

  • 3270 Legacy Budget System

    Currently, 3270 is only used to enter non-salary budget items during the budget development process. All other previous functions have been replaced with updated systems.

    The 3270 Legacy Budget System will be retired after the FY19 budget cycle. As a result, we are only granting 3270 access to user’s already familiar with Legacy Budget System. Madison Budget Office staff will work with new budget officers to enter non-salary budget items on their behalf.

    Note: User’s must have a 3-Character login prior to completing the 3270 Authorization form.

    3270 Authorization Form 

  • 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 mbo@vc.wisc.edu.

    Please provide:

    • Name
    • Role
    • NetID
    • The UDDS or UDDS range for report access
  • JET Budget

    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.

    Additional budget transfer information can be found under the Budget Instructions tab.

    Please contact Ann Bourque at abourque@vc.wisc.edu regarding JET Budget training sessions.

  • 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 mbo@vc.wisc.edu.

    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