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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]

 

Link to training video [2]

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]

Source URL: https://fmb.fo.uiowa.edu/budget-planning-applications-and-data

Links:
[1] https://iowa-my.sharepoint.com/:f:/g/personal/srshetty_uiowa_edu/Em3XgzUeKttGnpLBBeTsIVYBFA4x_drjl5GpDAyqD2QxtA?e=iaEuKe
[2] https://uicapture.hosted.panopto.com/Panopto/Pages/Viewer.aspx?pid=34e2d33d-7ff0-430d-902d-ad090133d41c
[3] https://workflow.uiowa.edu/form/IPlanaccessrequest
[4] mailto:sujatha-shetty@uiowa.edu
[5] https://comtrack.fo.uiowa.edu/comtrack/Comtrack-User-Manual.pdf
[6] https://workflow.uiowa.edu/form/CommitmentTrackingRequestAccess
[7] https://afr.fo.uiowa.edu/sites/afr.fo.uiowa.edu/files/GLJE_User_Manual.pdf
[8] https://workflow.uiowa.edu/form/gljeappropriatedtrf
[9] mailto:AFR-ElecFinTrans@uiowa.edu
[10] https://afr.fo.uiowa.edu/financial-systems-applications
[11] mailto:audra-haddy@uiowa.edu