UW-Madison’s budget process is a continuous cycle of actions throughout the year that helps the campus, divisions, and departments evaluate their financial standing, aid in strategic decision-making, and chart a path for how to achieve initiatives. PlanUW provides the finance community the budgeting tools, reports, and functionality to aid in budget management.
For a budget process timeline, key dates, resources, and deliverables, please visit the Annual Budget Instructions page.
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Annual Budget Functions & Systems
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.
Integration & Frequencies
Integration & 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 | See CAT Data Integration (below) |
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) |
CAT Data Integration
CAT Data Integration
To better assist our users who would benefit from a “live” connection, PlanUW will run an integration with the Compensation Administration Tool (CAT) hourly from 9:00AM to 5:00PM and one more at 3:00AM.
In the event you happen to be working in CAT and click “save” as the integration is in the process of running your work will be picked up in the next integration cycle.