- UMPlan-Clients - University of Manitoba Mailing Lists

UM Plan - New training video!
by Robert Bazzocchi 22 Jul '25

22 Jul '25

Good afternoon, A new training video is now available on the UM Plan Support - Training SharePoint site... https://umanitoba.sharepoint.com/sites/um-intranet-umplan/SitePages/trainin… The video will outline the steps on "How to add a vacant existing position to UM Plan". Please contact the UM Plan Support at UMPlan(a)umanitoba.ca<mailto:UMPlan@umanitoba.ca> if you have any questions or issues. Thank you. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems Call me on Teams!<https://teams.microsoft.com/l/call/0/0?users=%3cRobert.Bazzocchi@umanitoba.…> [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UM Plan - New Reports tile
by Robert Bazzocchi 11 Jul '25

11 Jul '25

Good afternoon, The UM Plan Report tool has been upgraded with a new look and feel called Reports. Reports are now under the "Reports" tile, and no longer in the "Financial Reports" tile. All reports now appear under "00 - Reports" folder, with the same sub-folder structure. The following are some of the changes; * New Reports tile. * report format/layouts remain unchanged. * ability to run report in HTML, EXCEL or PDF format. * reports will run automatically run using last Point of View values. The following video highlights some of the new features. https://umanitoba.sharepoint.com/sites/um-intranet-umplan/SitePages/trainin… Please contact the UM Plan Support at UMPlan(a)umanitoba.ca<mailto:UMPlan@umanitoba.ca> if you have any questions or issues. Thank you. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems Call me on Teams!<https://teams.microsoft.com/l/call/0/0?users=%3cRobert.Bazzocchi@umanitoba.…> [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UM Plan - System Outage - VIP Data Load - Thursday, July 10th, 2025: Access Restored
by Robert Bazzocchi 10 Jul '25

10 Jul '25

Good afternoon, The VIP data load for the FY26/27 budget cycle is now complete. All users now have update access to their budget and compensation data in UM Plan. For any technical issues, contact UM Plan Support at UMPlan(a)umanitoba.ca<mailto:UMPlan@umanitoba.ca>. For any budget-related questions, contact the Financial Planning Office at FinancialPlanning(a)umanitoba.ca<mailto:FinancialPlanning@umanitoba.ca> Thank you for your co-operation. Aurora Finance Team

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FW: UM Plan - System Outage - VIP Data Load - July 9th , 2025
by Robert Bazzocchi 08 Jul '25

08 Jul '25

Good afternoon, Please be advised that the UM Plan system will be unavailable for service maintenance commencing tomorrow at 7:30am. The outage is required to perform the VIP data load process for the FY26/27 budget cycle. We anticipate the system will be available on Thursday, July 10th at noon. If you have any questions, please contact UMPlan Help and Support at email UMPlan(a)umanitoba.ca<mailto:UMPlan@umanitoba.ca> . Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems

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UM Plan - System Outage - VIP Data Load - October 1st, 2024
by Robert Bazzocchi 02 Oct '24

02 Oct '24

Good morning, Please be advised that the UM Plan system will be unavailable for service maintenance commencing Tuesday, October 1st at 8:00 am. Please ensure that you save any changes and log off on Tuesday before 8:00 am. This outage is required to perform the second VIP data load process (for those units that agreed to participate) and we anticipate the system will be available on Wednesday, Oct 2nd by 12:00 noon. If you have any questions, please contact the UMPlan Help and Support at email UMPlan(a)umanitoba.ca<mailto:UMPlan@umanitoba.ca> . Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems

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UMPlan - Compensation Calculation Issue
by Robert Bazzocchi 21 Aug '24

21 Aug '24

Good afternoon, It was brought to our attention that UM Plan was incorrectly calculating the 2025-26 compensation budget for employees in EMAPS positions. Updates have been entered in the "Unit Adjustment" field in UMPlan for the impacted employees and compensation budgets will recalculate overnight (or if/as you click save on various compensation forms while you continue to work on your budget after the updates). Please review your budgets tomorrow, with a particular focus on any funds where you may have already balanced revenues and expenses as adjustments may be required to re-balance. If you have any questions, please reach out to @Financial Planning Office<mailto:FinancialPlanning@umanitoba.ca>. Thank you, Dan Wiebe, CPA University Budget Officer, Financial Planning Office University of Manitoba, 110, Administration Building, Winnipeg MB, R3T 2N2 Dan.wiebe(a)umanitoba.ca<mailto:Dan.wiebe@umanitoba.ca> Call me on Teams<callto:dan.wiebe@umanitoba.ca>

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UM Plan - System Outage - VIP Data Load - Friday, July 12th, 2024: Access Restored
by Robert Bazzocchi 12 Jul '24

12 Jul '24

Good afternoon, The VIP data load for the FY25/26 budget cycle is now complete. All users now have update access to their budget and compensation data in UM Plan. Note: UM Plan has been upgraded with a new look and feel called Redwood Experience. The following is a list of some of the new features; * dynamic tabs, can now have multiple tabs open. * quicker response time. * automatic data refresh when changing POV, no more GO button. The following video highlights some of the new features. https://umanitoba.sharepoint.com/sites/um-intranet-umplan/SitePages/trainin… If you have any questions, please contact UMPlan Help and Support at email UMPlan(a)umanitoba.ca<mailto:UMPlan@umanitoba.ca> . Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems

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FW: UM Plan - System Outage - VIP Data Load - July 10th , 2024
by Robert Bazzocchi 10 Jul '24

10 Jul '24

Good morning, Please be advised that the UM Plan system will be unavailable for service maintenance commencing today at 10:00am. Please ensure that you log off before 10:00am. The outage is required to perform the VIP data load process for the FY25/26 budget cycle. We anticipate the system will be available on Friday, July 12th at noon. If you have any questions, please contact UMPlan Help and Support at email UMPlan(a)umanitoba.ca<mailto:UMPlan@umanitoba.ca> . Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems

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Oracle email - Activate Your Account
by Robert Bazzocchi 21 Oct '23

21 Oct '23

Good morning, You may have received the following email from Oracle. This is part of a migration of the UMPlan - TEST environment. [cid:image002.png@01D9FB5D.043F7C20] Please setup your password for your TEST user account. [cid:image003.png@01D9FB5D.043F7C20][cid:image004.png@01D9FB5D.043F7C20] Once complete, you will receive a confirmation email from Oracle. [cid:image005.png@01D9FB5D.043F7C20] Please continue to use your existing password to login to the UMPlan Production environment. The migration of the UM Plan Production environment will occur on Friday, Oct 20th , additional information will be sent next week. If you have any questions, please contact the UM Plan Help and Support at UMPlan(a)umanitba.ca<mailto:UMPlan@umanitba.ca> or call me on MS Teams. Thank you for your co-operation. Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems Call me on Teams!<https://teams.microsoft.com/l/call/0/0?users=%3cRobert.Bazzocchi@umanitoba.…> [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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Reminder: UM Plan - System Outage - VIP Data Load - September 25th , 2023
by Robert Bazzocchi 25 Sep '23

25 Sep '23

Hello, Please be advised that UM Plan system will be unavailable for service maintenance commencing Monday, September 25th at 8:00 am. Please ensure that you save any changes and log off before 8:00 am. The outage is required to perform the second VIP data load process (for those units that agreed to participate) and we anticipate the system will be available by noon on Tuesday, September 26th . If you have any questions, please contact the UMPlan Help and Support at email UMPlan(a)umanitoba.ca<mailto:UMPlan@umanitoba.ca> . Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems

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