UM-Plan Budgeting and Planning
Strategic Financial Planning & Analysis Tool
- UM-Plan Budget Tool - Introduction
- Logging into UM-Plan
- Position Budget Planning
- Non-Personnel Budget Planning Job Aide
- Creating a Budget Request
- Guidance on New Positions and Reorganization
- High Level Guidance for FY26 Budget Process
- Submitting & Approving Budget Plan Files
- Saving as Local Excel File for Printing and Sharing
- Roll-Up Reports
- UM-Plan on AWS AppStream Quick Reference Guide (Mac Login)
- Beacon Budget Model: Guidance for All Funds Budgeting