Penn: Budget Planning Tools

Using Planning
	Account Request Form
	Password Manager
	Documentation
	Training
	Support

Related Information
	Budget & Management Analysis

Application Links
	PennPlan
	Reports
	Essbase Add-In
	[Developers Only]

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

215.898.6651 (Phone)
215.898.6652 (Fax)

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 each day.

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 once the aggregation is finished. You can’t run salary reports while it is aggregating.

PennPln1: 11:00 am, 3:00 pm, 7:00 pm

PennPln2: 7:10 am, 9:10 am, 10:10 am, 1:10 pm, 2:10 pm, 5:10 pm, 6:10 pm

PennPln3: 7:30 am, 9:30 am, 10:30 am, 1:30 pm, 2:30 pm, 5:30 pm, 6:30 pm

The system will not normally be available for users between Midnight and 7 am, when maintenance is scheduled.

Application Links

PennPlan: University applications (PennPln1, PennPln2 and PennPln3) to create forecasts and budgets.

UPHSPlan: Health System applications to create forecasts and budgets. Requires HUPNet connection.

University Reports: Reports on budgets, actuals, and other related planning information in predefined formats.

UPHS Reports: Heath System reports on budgets, actuals and other related information in predefined formats. Requires HUPNet connection.

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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