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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 1:00 pm, when system maintenance is scheduled. The maintenance is normally over by 4:00 pm

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

 Daily at 8:00 am, 10:00 am, 12 noon, 2:00 pm, 4:00 pm, 6:00 pm, 8:00 pm, 10:00 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


Effective with version on August 9, 2012, Internet Explorer 9 and Firefox 24esr will be the recommended browsers. IE8 will also be supported for CPUP users (who cannot upgrade to IE9 until UPHS's next Hyperion upgrade) or users of other systems that cannot yet support IE9. Click here for configuration information for Internet Explorer and Firefox. For more information, see ISC's "Specific Desktop Requirements for Administrative Systems Users."

Application Links

Workspace: University applications (PennPln1, PennPln2, and PennPln3) and Reports, as of upgrade on August 9, 2012.

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
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