UPlan Weekly Recap for August 15, 2025

Published August 15, 2025

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UPlan User Access

Starting Monday, 8/18, all user access requests (new or changes) must be submitted via the UPlan User Access Request Form on the Administrative Gateway.

Quick link: UPlan User Access Requests

Read-Only Forms for Comments and Attachments

New read-only forms are now available for all budget years, providing access to comments, attachments, and line item details.

  • Available for: Direct Revenue, OTPS, Sources & Uses, Workforce–Additional Salary
  • Access via vertical tab #2 (example below)
  • Forms for Workforce–Employee Level and Workforce–Pooled are in development.
Zoom image: vertical tab vertical tab.

Smart View

To get started with Smart View, install the Excel add-in. UBOs or their designees may contact Peter DiNunzio to schedule an introductory session.

Smart View Installation Instructions.pdf
Visit the UPlan website