News

  1. Project 3 Update

    November 5, 2020

    We are expanding the Plan UW budget system to include functionality from the current Planning Allocation system, as well as to provide a new multi-year forecasting process. Both initiatives will be standardized across all UW institutions and UW System; we are on target to implement this new functionality in December 2020.

  2. Plan UW Project 2 Functionality is in Production – September 2019

    September 4, 2019

    The migration of Project 2 forecast functionality and PR Balance Reporting into the Plan UW Production environment has successfully gone as planned. The system was re-opened on Tuesday, September 3rd. The forecast functionality is visible in the system, but users will be locked from entering forecast data until closer to the training sessions later this […]

  3. Plan UW Project 2 User Acceptance Testing is in Progress – July 2019

    July 3, 2019

    User Acceptance Testing (UAT) runs from 7/2/19 – 8/2/19. The testers have a variety of test scripts to execute in Plan UW. Finding issues and solving them now is the intention of the testing process—find and resolve issues ahead of go-live.

  4. Plan UW Project 2 Build Phase in Full Swing – June 2019

    May 29, 2019

    The project team is currently working on building the Forecast functionality and Cash & Fund Balance reporting based on the feedback received from the Design & Prototype Review Sessions.  Build Review Sessions are scheduled in mid-June to review the work done thus far, and to further refine the solution.

  5. Plan UW Project 2 Design and Prototype Phase Winding Down – May 2019

    April 15, 2019

    The Plan UW Project 2 Design & Prototype Sessions will occur in May. These sessions will allow the key stakeholders and end-users to look at a mock-up and demonstration of what the Forecasting functionality and Cash & Fund Balance Reporting might look like in Plan UW. Feedback will be collected, reviewed, and prioritized for consideration […]

  6. Plan UW Project 2 is Underway – February 2019

    February 15, 2019

    Project 2 will focus on Forecasting functionality and Cash & Fund Balance Reporting. It is the goal to be able to be able to define standard processes for all institutions and build the processes as part of the existing Plan UW budget application. Requirements gathering will occur in February and March with input from all […]

  7. Plan UW is Live!

    December 21, 2018

    The University of Wisconsin System Budget office is excited to announce that the Plan UW system is Production Ready for the FY20 Budget Cycle. We sincerely appreciate all of the efforts from the full-project team throughout the past year!

  8. Plan UW scheduled to Go Live the week of 12/17/18!

    December 12, 2018

    The Plan UW Production environment will be made available to the institutions on 12/17/18 or 12/18/18. The institutions will then spot check the Production environment for the remainder of the week. It is the goal to have the Production Environment confirmed by 12/18/18. Great job TEAM!

  9. Train the Trainer Sessions in December

    December 2, 2018

    The first Train the Trainer Sessions will occur the week of December 10th. The sessions will prepare representatives from each institution to train end-users on Plan UW at their institutions.

  10. End-to-End testing in full swing

    November 16, 2018

    The team is busy testing the various interfaces and processes for beginning to end for the source systems including Planning Allocation, SFS, and CAT. This testing is critical to confirm the data and functionality is working properly.