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.

Project Timeline

Launch

Completed

Define

Completed

Develop

In progress...

Confirm

Summer 2024

Beyond

 

Announcements

  • UPlan: April 2024 Update
    4/12/24
    We are currently refining the Solution Design Document, which is provided to the Huron developers to create our system. We aim to commence Conference Room Pilots (CRPs) at the beginning of May, allowing users to experience the system firsthand and provide valuable feedback. We are excited to start diving into our system.
  • UPlan: March 2024 Update
    3/14/24
    Working closely with Huron, our UPlan Project Team engaged in multiple design sessions to delve into UPlan’s functionality and intricate components. After these sessions, the project will complete the Define phase to learn more about the university's needs.
  • UPlan: February 2024 Update
    2/12/24
    In close collaboration with the Huron implementation team, we continue to discuss project requirements through virtual and in-person sessions. We hope you enjoyed learning more about the project during the February 8 UPlan Kickoff Meeting.  Watch the recording.
See all UPlan announcements

Resources

UPlan Implementation Roadmap
Meet the UPlan Project Team
Find Your Unit Liaison

Watch

UPlan Kickoff Meeting for Business Administrators [39:47]

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

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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.

Contact

For general questions:

Email ub-uplan@buffalo.edu

For other inquiries:

Contact Your Unit Liaison