Budget and Planning

This report provides the user with budget, actual, carryforward balance, and budget variances in a table format.

This report provides the user with budget and actual expense data in a table format displayed across three time spans: Period, Year-to-Date (YTD), and Annual.

This dashboard delivers an initial suite of compensation planning reports intended to support campus business officers. They are designed to provide the tools for internal position management as well as the monthly and year end variance analysis of budget vs. payroll expenses captured in the Oracle Planning and Budgeting tool and UCPath.

This report is used to view an operating unit's Core Recurring Budget, the recurring approved annualized plan of operations for the university.

This report provides a summary of EPBCS Access Group Assignments by user.

This report is used to view the consolidated summary output of Unrestricted Funds generated by the Budget development process and allows Budget preparers to validate data as they are entering Budget amounts for the current Budget planning year.

This report displays Total Core Recurring Expenses at various levels of the Financial Unit hierarchy across campus.