UPlan Training and Job Aids

The UPlan training hub offers courses in UB EDGE and Job Aids in SharePoint designed to help you master UPlan, the university’s new budgeting tool for streamlined financial planning and reporting. Explore the offerings to find the training that best suits your needs and get started on maximizing UPlan’s full potential for your department.

Need help or have questions?

Visit our Business Services Support Hub to submit and track requests and access helpful resources.

Training by Role

Not sure which role applies to you?

Please contact your Unit Business Officer

UPlan Training Environment Login  training-environment

Last updated 10/15/2025

All Roles

UB EDGE Courses

Job Aids in SharePoint

Supplemental Documents

UBO

UB EDGE Courses

Job Aids in SharePoint

Supplemental Documents

Planner—All

UB EDGE Courses

Job Aids in SharePoint

Supplemental Documents

Planner—OTPS and Direct Revenue

UB EDGE Courses

Job Aids in SharePoint

Supplemental Documents

Planner—Workforce

UB EDGE Courses

Job Aids in SharePoint

Supplemental Documents