UCSDPLAN Budget Planning System
Last Updated: September 28, 2026 1:29:11 PM PDT
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Learn about UC San Diego's planning and budgeting system.
UCSDPLAN is a bottom-up budget development system for long-term, campus-wide consolidated planning and budgeting of core and other unrestricted funds. Use the links below to log in, get access, and find training and reporting support.Getting Access
Access to UCSDPLAN is requested through the Oracle and Concur Role Request form. See Requesting Systems Access page for the request, removal, and review links and step-by-step instructions.
Training and Support
- Budget & Planning Community of Practice (COP) — Teams channel for the budget preparers designated by each Vice Chancellor office to build Financial Unit budgets in UCSDPLAN
Smart View Excel Add-In
- How to Download and Install the Smart View Excel Add In (KBA)
- How to Establish a Connection Between Smart View and UCSDPLAN (KBA)
- How-To Check Current Version and Install Latest Update (KBA)
- Smart View Community of Practice (Link to UCSDPLAN Smart View Teams Channel)
UCSDPLAN Budget Reports
QUICK LINKS
TRAINING ENVIRONMENT LOGIN
Link to the UCSDPLAN training environment sandbox to practice budgeting.
Find answers, request services, or get help from our team at the UC San Diego Services & Support portal