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Plan Files are Open for Editing on Wednesday, March 25, 2020

March 24, 2020

Plan Files open for editing on Wednesday, March 25, 2020 for FY20-21 Preliminary Budget editing. All editors with active roles will have access on Wednesday morning. Plan files will remain open until June 1.

Plan File Manager is now closed.


Contact us at aggiebudget@ucdavis.edu if you have questions or need help with access.

Note: Users pending training must complete training to get access. 

Plan File Manager Closes 3/23, Plan File Editing Opens 3/25

March 19, 2020

3/23/20 at 5 pm: Plan File Manager will now close Monday, 3/23/20 at 5 pm. After that no further changes to FY20-21 plan file structure will be possible in the PFM utility. Be sure to complete your edits, save them and close Plan File Manager by 5 pm on March 23. This extends PFM beyond the date announced earlier (3/19). 

Tell us how we're doing! Take the Academic and Staff Satisfaction Survey 2020

February 20, 2020

You received an invitation to take the Academic and Staff Satisfaction Survey. We wanted to remind you that you can rate your experience with the AggieBudget and the AggieBudget team by selecting Campus Budget Office under Financial Management on the Department Selection page.

The survey asks you to rate your experience with AggieBudget in the last year. In 2019, you may have:

AggieBudget System Available, Plan File Manager open for FY2020-21 Budget Cycle

February 19, 2020

AggieBudget is once again available for use: 

· Plan File Manager is now open for FY 20-21 Preliminary Budget planning

· UCPath data conversions have been implemented: labor data uses UC Path data instead of PPS

· Reports have been updated to include forecasting

Plan File Managers may now use the PFM utility to make changes for the FY20-21 budget cycle. If you think you should have access but can’t open Plan File Manager, please check the user report to see your status.

AggieBudget Q2 Plan Files Close 2/14 & System Closure 2/17 - 2/18 for Scheduled Maintenance

February 19, 2020

The in-year forecast (Q2) plan files will close on Friday, February 14, at the end of the day. Please be sure to close and save your files by 7 pm on 2/14/2020.

Following the Plan File closure, AggieBudget will be not be available for use on Monday and Tuesday, February 17-18, 2020. We are closing for scheduled maintenance to upgrade the system and prepare for opening of the FY20-21 Preliminary Budget. This maintenance includes updating our labor data to use UC Path data instead of PPS data. 

AggieBudget Scheduled Maintenance

December 20, 2019

AggieBudget will be unavailable Thursday (1/02/20) through Sunday (1/05/20) for scheduled maintenance.

AggieBudget will reopen at 7:00 A.M on Monday (1/06/20). 

We apologize for any inconvenience this may cause. 

If you have any questions, please contact aggiebudget@ucdavis.edu.

Thank you. 

October Data and Donuts

October 07, 2019

Join members of the AggieBudget team this month for the October Data and Donuts seminar to gain insight on the Budget Context Documents as presented by Budget and Institutional Analysis in collaboration with Business Intelligence. Hear about their journey as they transition from paper budget context documents to a web-based interface using Tableau. 

Monday, October 28, 2019; 10:00am-12:00pm; UC Davis International Center, Room 3119   

UC Davis Map: International Center

Do You Have What It Takes to Be the Next Co-chair?

August 22, 2019

Calling all volunteers for a leadership opportunity with the AggieBudget User Group! Help ensure the content of the meetings is relevant to the user group community by partnering with BIA as a co-chair in 2019-2020.

Contact Tiffany Wright by September 9 to express interest or learn more.

New Features Added to the AggieBudget Interface

January 11, 2019
We’re excited to announce the release of an updated AggieBudget interface that simplifies navigation and organizes reports and help documents into their own searchable libraries. We’re confident this update will make navigating the system a better experience while also making it easier to find the information and help you need.

Congratulations, Reports Contest Winners!

November 27, 2018

From July through September, AggieBudget users were invited to participate in a Reports Contest to generate new and creative ideas or identify improvements to existing reports. There were two submission categories: Novel Reports (new reports that don’t currently exist) and Tried-True Reports (reports that do exist in some fashion). Last month, the committee reviewed and evaluated contest submissions and selected some outstanding report concepts!
 

Deadline Extended for Plan File Data Entry, Sources & Uses Templates

September 18, 2018
As a result of the AggieBudget system maintenance downtime, please note that the deadline to enter data into AggieBudget Plan Files (for units entering data directly into the system and units using their own templates) has been extended to COB Thursday, September 27th.