Group of young business people meeting working with new startup project idea presentation analyze plan marketing and investment.
Group of young business people meeting working with new startup project idea presentation analyze plan marketing and investment.
UPlan: A financial management process and tool for the University at Buffalo.
Group of young business people meeting working with new startup project idea presentation analyze plan marketing and investment.
  • UPlan Trainings
    11/14/25
    Registration is now open for UPlan training sessions through December. Please note that these will be the final sessions offered before the ARPP submission deadline.
  • UPlan Weekly Update: Oct. 2, 2025
    10/2/25

    UPlan is now open to all budgeters in support of the 26/27 ARPP.

  • UPlan Weekly Recap for August 22, 2025
    8/22/25

    UPlan updates covered at the 8/14 Business Administrators Retreat.

Open Office Hour Sessions
Tuesdays and Thursdays 10:00 - 11:00 a.m.

What is UPlan?

UPlan is a multi-phased initiative to develop a fully integrated, all-funds budgeting, planning and forecasting system.

The goals of UPlan are to:

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Enhance current unit-based processes.

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Decrease manual data gathering, verification and formatting

Three circles arranged in a triangle. The uppermost circle contains a plus symbol.

Adopt best practices in budget and finance operations and reporting.

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Integrate the budgeting process with current systems and databases.

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Provide consistent data to support strategic decision-making.

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Improve forecasting, reporting and scenario planning.

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Create a system to respond to reporting needs and information requests.