Budget and Planning

This report provides users with visibility into the transactions entered in the Budget Adjustment Module within UCSDPLAN.

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 dashboard delivers an initial suite of reports based on the Resource Commitment Allocation Module (RCAM) intended to support campus business officers. They are designed to support the tracking and management of resource commitments attributed to prior, current, and future periods as entered in RCAM.

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.

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