Budget & Planning Applications and Data
| Application | Additional Information & Documentation | Where do I access it? | How do I get security to it? | Questions/Issues? |
| IPlan (Planning & Budgeting system) System used to develop, establish and track annual budgets for University Org Units and Departments. |
SharePoint link to user documentation [1]
|
Self Service — Business & Financial Systems —Financial Systems & Forms — IPlan (Planning & Budgeting system) | Campus users IPlan access Workflow form: https://workflow.uiowa.edu/form/IPlanaccessrequest [3] | sujatha-shetty@uiowa.edu [4] |
| Commitment Tracking Application System used to manage and track university's financial commitments to units within or outside Org unit. |
Link to Commitment Tracking Application training documentation [5] | Self Service — Business & Financial Systems —Financial Systems & Forms — Commitment Tracking Application |
Campus users Commitment Tracking Application access Workflow form: https://workflow.uiowa.edu/form/CommitmentTrackingRequestAccess [6] |
sujatha-shetty@uiowa.edu [4] |
| GL Journal Entry (GLJE) - Appropriated Transfer Recurring/Non-Recurring (ATR/ATN) entry type Transactional online application used to transfer appropriated funds in GL from one WhoKey to another. |
Link to GLJE training documentation [7] | Self Service — Business & Financial Systems — Financial Systems & Forms — GL Journal Entry | Campus users GLJE access Workflow form: https://workflow.uiowa.edu/form/gljeappropriatedtrf [8] | For ATR/ATN questions contact: sujatha-shetty@uiowa.edu [4] Other GLJE app related questions contact: AFR-ElecFinTrans@uiowa.edu [9] (Financial Systems team) |
| WebBudget Legacy reports in Electronic Financial Reports (EFR) Portal Contains data reports through Fiscal Year 2020 from WebBudget application. |
Legacy reports that were previously available through Budget Management (WebBudget system). Only includes data through Fiscal Year 2020. | Self Service — Business & Financial Systems — Data, Reports & Dashboards — Electronic Financial Reports (EFR) Portal — Other Reports | Access to WebBudget Legacy reports is automatically granted to individuals with EFR Portal application access. See AFR Systems & Applications [10] for additional information about EFR security | sujatha-shetty@uiowa.edu [4] |
| Budget Management (WebBudget) system No longer used after Fiscal Year 2020. |
Beginning with Fiscal Year 2021, IPlan (Planning & Budgeting system) is used to establish and monitor budgets for University Org Units and Departments, and GL JE - ATR/ATN is used to transfer appropriated funds in GL from one WhoKey to another. WebBudget Legacy reports have been moved to the EFR Portal. | N/A | N/A | audra-haddy@uiowa.edu [11] sujatha-shetty@uiowa.edu [4] |
| Budget & Salary Planning system No longer used after Fiscal Year 2020. |
Beginning with Fiscal Year 2021, IPlan (Planning & Budgeting system) is used to establish and monitor budgets for University Org Units and Departments, and HR Salary Setting system is used to adjust July 1st MFKs and/or salaries. | N/A | N/A | audra-haddy@uiowa.edu [11] sujatha-shetty@uiowa.edu [4] |