Obtaining Necessary Authorizations

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3-Character Login

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.

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.

Planning Allocation 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. Please email mbo@vc.wisc.edu 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 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

PlanUW

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