Support
Support for the university's implementation of Planning is led by the Budget Office. Mike Weaver (215 898-1136, miweaver@upenn.edu) and Nicole Tomlinson (215 898-1138, nicolet@upenn.edu) are the primary point persons for future plans and versions.Users with questions or problems specific to using the Planning Application should write to PLANNINGHELP-L@LISTS.UPENN.EDU.
School and center level staff should direct their budget questions to their assigned Budget Analyst, and departmental users should direct their budget questions to their school and center level staff.
The information specific to Planning at Penn is in the Planning Users Guide, which covers the University Plannng applications, the daily schedule, and the annual schedule, the chart of accounts, other dimensions, what’s automatic, and what’s not automatic, but needs to be something specific. For more information, see the BEN training on the Chart of Accounts in Knowledge Link, or Budgeting Revenue and Expense.
Setup For New Users and the Refresher for Returning Users step though the things to check.
Input Assumptions document the key planning drivers, like Faculty and Staff, Space, Students, Course Units and Sponsored Research.
Reports reviews how to run reports, and the most useful commonly used reports.
Frequently Asked Questions recaps the most common questions.