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U@Penn


Budget & Management Analysis
Franklin Building, Suite 710
3451 Walnut Street
Philadelphia, PA 19104

215.898.6651 (Phone)
215.898.6652 (Fax)

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Budget Planning Tools

Welcome to the Planning site, your gateway to Penn's web-based Planning systems and related information and services. Access to these systems is limited to authorized University staff and faculty.

Systems Availability

Planning (meaning all the PennPlan applications and Reports) will generally be available from 7:00 am to Midnight, except Friday afternoons, starting at 1PM, which is reserved in case maintenance is necessary.

PennHist, the database used for most reports, will be refreshed with your latest forecasts and budgets from PennPlan:

 Daily at 8:00 am, 12 noon, 4:00 pm, 8:00 pm

You may get a message that you can’t save in PennPlan if you try to save your work during an export. Wait a few minutes and then you should be able to save.

Each PennPlan application will be aggregated (meaning it will add up org parent and fund group totals) as detailed below. You can save work in PennPlan while it is aggregating. Your updated totals will appear after the aggregation finishes in about 20 minutes.

PennPln1: 11:00 am, 2:50 pm, 6:50 pm

PennPln2: 9:50 am, 12:50 pm, 4:50 pm

PennPln3: 10:30 am, 1:50 pm, 5:50 pm

Browsers

It is important that browsers are supported for Planning use and that web browser settings are configured appropriately for Planning, i.e., all pop-up blockers should be disabled. The only browsers certified to work with Planning are Internet Explorer versions 7 and 8 and Firefox 3.5. For more information, see ISC's Desktop Standards under "Specific Requirements for Administrative Systems Users". http://www.upenn.edu/computing/arch/standards/desktop-11-12.html#as

Application Links

Workspace: University applications (PennPln1, PennPln2, and PennPln3) and Reports, in Michigan as of December 17, 2010.

UPHS Workspace: Health System applications to create forecasts and budgets and run reports. Requires uphsNET connection.

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Links to Have

UPHS Planning and Reporting
uphsNET Home Page
Tuition Distribution Process
Budget Planning Tools
EVP Office
Finance Division
BEN
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