News

October 19, 2018

11:30a – 12:00p: Plan UW Reports Overview 12:00 p – 1:00p: Training on the Plan UW Budget Account Levels Participants can attend the full session, or join at any time. The session will be recorded and added to the Plan UW Training website.

October 5, 2018

User Acceptance Testing (UAT) runs from 10/1/18 – 11/9/18. There were several UAT training sessions in September to prepare the testers. The testers have a variety of test scripts to execute in Plan UW. Finding issues and solving them now is the intention of the test process – find and resolve issues ahead of go-live.

September 14, 2018

The UW System Budget Account Levels for Plan UW has been finalized; please see the Excel workbook here under “Other Resources.” The workbook includes these tabs: Account Levels Fringe Non-Compensation Revenue GL to Budget to Account Mapping

August 24, 2018

The Hands-On Build Review sessions are schedule for the last week in August and the second week in September.  This is the first time the users will be able to go in and experience the system.  Feedback from these sessions will be incorporated into the final product.

August 10, 2018

TestScript Writing sessions are scheduled for the week of August 13th. This will provide the Power Users with the tools to thoroughly test the system. Another round of one-hour Build Review Check-In Sessions occurred the week of August 6th, ensuring that PlanUW is progressing as expected. Hands-On Build Review Sessions are being coordinated for later […]

July 27, 2018

The one-hour Build Review Check-In Sessions occurred the week of July 23rd. The main purpose was to review the work that was incorporated since the first Build Review Session earlier this month. This iterative feedback approach helps to ensure the requirements are being met and the specifications are accurate.

July 13, 2018

The first of the Build Review Sessions occurred the week of July 9th. Valuable feedback was obtained and will be incorporated in to the Build Phase of this project. The Integration Build continues to progress forward.

June 29, 2018

The project team has been finalizing the training and testing plans and will share with the institutions in early July. The integration to SFS continues to move forward. David Sage, our new System Administrator, is working on setting up the new budget tree.

June 15, 2018

The Build Phase is in full swing, focusing on Plan UW functionality and integration points. Sessions were held to provide an overview on the Security functions; the institutions have been provided a matrix for their input to set up security for their users. Please join us for a remote Smart View Lunch and Learn on […]

June 1, 2018

The Design Phase is winding down and the Build Phase is ramping up. Roadshow Recap Sessions occurred on 5/22/18. The sessions reviewed a wide variety of feedback obtained, and what will be including in the Build Phase. The Functional and Technical Design documents are nearing completion and will be reviewed later this month.