This is an accordion element with a series of buttons that open and close related content panels.
Annual Budget Functions & Systems
The annual budget process will still require the use of multiple systems to complete the budget process. The table below aligns the systems that will be used to perform certain budget functions.
Budget Function
System
Salary Entry
Compensation Administration Tool (CAT)
FTE Entry
Compensation Administration Tool (CAT)
Fringe Entry
PlanUW
Non-Compensation Entry
PlanUW
Revenue Entry
PlanUW
Budget to Allocation Reporting / Balancing (for required funds)
Planning Allocation or PlanUW *system will depend on end user need*
All Funds Budget Review / Reporting
PlanUW
Real Time CAT Reporting
Planning Allocation
PlanUW Integrations and Frequencies
PlanUW is integrated with multiple UW source systems. The table below outlines those source systems and the frequency data will be pulled from them.
Integration
Frequency
CAT to PlanUW
Nightly
PA to PlanUW
Nightly
SFS Actuals to PlanUW
Monthly (13th day)
PlanUW to PA
Nightly
PlanUW Budget to SFS
TBD
Combo edit checks
Nightly during budget season. Process to communicate with Divisions still under review.
Metadata refresh - Accounts
Monthly
Metadata refresh - Departments
Weekly (Sunday)
PlanUW Data – what is going to be in the Production system?
The table below includes the data elements that will be stored in PlanUW.