Forecast Training Resources
Forecast Training Divisional Data & Training Material located in Box
Forecast Divisional Training Overview updated with new CYF due dates for FY21
Forecasting PowerPoint End User Training Documentation
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Timeline & Important Dates
FY21 – Revised Current Year Forecast Due Dates
December 7, 2020
April 7, 2021
FY22
Q1 – due November 6, 2021
Q2 – due February 5, 2022
Q3 – due May 7, 2022
Forecasting Cycles
Forecast Cycle | Date Forecast is Expected to be Open/Available | Actual Data | Seeded Forecast Data | Forecast Adjustment |
**November Forecast (used for 12/7/20 submission to central campus) | 10-Nov | July – October | November – June | November – June |
December Forecast | 15-Dec | July – November | December – June | December – June |
FY22
Forecasting Cycles
wdt_ID | Forecast Cycle | Date Forecast is Open/Available | Actual Data | Seeded Forecast Data |
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Forecasting Process
Coming soon.
Forecasting Dimensions & Mapping
Forecasting Dimensions
wdt_ID | Category (Dimension) | PlanUW Requirement |
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Note: While all forecasts are built at the sub department level, that does not mean that every sub department needs a forecast. Lump sum forecasts can be loaded to a single sub department within a Department or Division.
Quick Reference Guide, Documents & Tutorials
Resources to assist:
The Madison Budget Office has a developed a collection of resources to assist departments and divisions in completing their forecast for the current fiscal year. These resources are located here in the PlanUW webpages with more division-specific resources located in Box.
Current Year Forecasting – Quick Reference Guide
Access Box for additional Divisional Data and Training Materials
Video Tutorials are accessible in Box
Contacts & Open Lab Sessions
Your first point of contact will be your MBO analyst, they are suited to answer your questions, provide guidance, as well as complete additional data analysis to make PlanUW Forecasting a helpful and accurate tool.
Open Lab sessions will also be available for additional support. Please reach out to your analyst if you would like to join an Open Lab.