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UCSDPLAN

Last Updated: January 19, 2026 7:46:03 PM PST
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Learn about UC San Diego's planning and budgeting system.

UCSDPLAN (formerly known as EPBCS and/or Oracle Planning and Budgeting) is a bottom-up budget development system focused on long-term campus-wide comprehensive consolidated planning and budgeting for all core and other unrestricted funds. Review more information below about UCSDPLAN and training resources to help you prepare for budget development.

More Information

FAQs

UC San Diego is modernizing its planning and budgeting processes to meet UC San Diego's increasingly complex planning, budgeting, forecasting, and reporting needs.

In 2019, the campus began the Enterprise System Renewal – Financial Information System (FIS) project in earnest and a few months later announced its selection of Oracle Planning and Budgeting as UC San Diego's new comprehensive Budget and Financial Management solution. Launched in January 2021 to the campus, UCSDPLAN provides a modern, intuitive solution to effectively plan, budget, manage and steward the university's financial resources. 

 

What is UCSDPLAN?
  • Oracle’s cloud-based Enterprise Planning and Budgeting Service system is known locally as UCSDPLAN.
  • Functionality includes bottoms-up department budgeting, workforce planning for staff and faculty, non-payroll expense planning, and centralized submission of budget requests for new campus resources.
  • Specialized functionality includes enhanced reporting and resource commitment tracking.
What are the benefits?
  • A web-based tool built on Oracle Hyperion Planning
  • Provides visibility and better stewardship of all Core and Unrestricted fund budgets
  • Increases transparency and accountability
  • Enables data-informed decision making
  • Provides accurate, timely, and real-time data
  • Improves data stability and integrity
  • Establishes standardized budget preparation process
  • Offers visibility into budget variances
  • Reduces need for offline, spreadsheet-based budget template collection
Am I part of the Budget User Group?

  • If you are unsure if you are a Budget User and responsible for preparing the budget for your Financial Unit in the UCSDPLAN system, please contact your Vice Chancellor Office.
How do I Request Access to be a Budget User?
  • For more information on Role Requests, click here.
How will I receive my annual budget allocations?
  • When resources are allocated, UCSDPLAN will utilize a set of transfer account codes to provide funding to the Financial Unit – Fund – Function -  Project chart string, similar to the BD index Fund-Org-Program (FOP) string today.
Who can I contact with questions or issues?

System Timeline

For more information including dates and deadlines related to the system, training and the budget process. Campus Budget Office Key Dates and Deadlines

Reference Documents

Communications & Engagement

Stay up-to-date on the latest communications and join our Budget and Planning Community of Practice Channel.

  • Community of Practice (COP) - The Budget and Planning COP channel audience includes Budget Preparers identified by each Vice Chancellor Office with responsibility to create Financial Unit budgets within UCSDPLAN.

QUICK LINKS

PRODUCTION ENVIRONMENT LOGIN

Link here to complete your live operating budget.

BUDGET LOGIN

TRAINING ENVIRONMENT LOGIN

Link to the UCSDPLAN training environment sandbox to practice budgeting.

TRAINING LOGIN

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