- UMPlan-Clients - University of Manitoba Mailing Lists

REMINDER: UM Plan - System Outage - VIP Data Load - September 29th, 2025 8:00am - 4:30pm
by Robert Bazzocchi 29 Sep '25

29 Sep '25

Good morning, Please be advised that the UM Plan system will be unavailable for service maintenance commencing Monday, September 29th at 8:00 am. Please ensure that you save any changes and log off 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 Monday, Sept 29th by 4:30pm. 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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UM Plan - System Outage - VIP Data Load - September 29th, 2025 8:00am - 4:30pm
by Robert Bazzocchi 26 Sep '25

26 Sep '25

Good morning, Please be advised that the UM Plan system will be unavailable for service maintenance commencing Monday, September 29th at 8:00 am. Please ensure that you save any changes and log off 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 Monday, Sept 29th by 4:30pm. 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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UM Plan - System Outage - August 13th, 7:30PM-8:30PM
by Robert Bazzocchi 13 Aug '25

13 Aug '25

Good afternoon, Please be advised that the UM Plan system will be unavailable tonight from 7:30PM-8:30PM. The outage is required to perform some general maintenance. 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 - 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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UM Plan - unplanned downtime - intermittent service disruptions
by Robert Bazzocchi 19 Sep '23

19 Sep '23

Good morning, Please be advised that there appears to be intermittent connectivity issues with the UM Plan application, and the service provider is currently working on the issue. If you receive the following notification when attempting to login to the application, please close and reopen your browser and re-try to login to UM Plan. [cid:image001.png@01D9EA15.BFA3DBE0] Updates will be provided when additional information is supplied by the Service provider. We apologize for any inconvenience and thank for your co-operation. Aurora Finance Team

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FW: UM Plan - System Outage - VIP Data Load - September 25th , 2023
by Robert Bazzocchi 18 Sep '23

18 Sep '23

Good morning, 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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UM Plan - System Outage - VIP Data Load - Thursday, June 22nd, 2023: Access Restored
by Robert Bazzocchi 23 Jun '23

23 Jun '23

Good afternoon, The VIP data load for the FY24/25 budget cycle is now complete. All users now have update access to their budget and compensation data in UMPlan. 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 - Thursday, June 22nd, 2023
by Robert Bazzocchi 23 Jun '23

23 Jun '23

Good morning, Please be advised that the UM Plan system will be unavailable for service maintenance commencing Thursday June 22nd at 8:30am. Please ensure that you log off before 8:30am. The outage is required to perform the VIP data load process for the FY24/25 budget cycle. We anticipate the system will be available on Friday, June 23th 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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UofM Spam Quarantine Notification
by UofM Support 19 Dec '22

19 Dec '22

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UofM Spam Quarantine Notification
by UofM Support 12 Dec '22

12 Dec '22

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Re: [UMPlan] UM Plan - System Outage - VIP Data Load - September 26th, 2022 - Access Restored
by Robert Bazzocchi 26 Sep '22

26 Sep '22

Access to UM Plan has been restored. ** Please check and ensure that any data entered this morning after 9:00am is intact, as it may need to be re-entered ** Again, we apologize for this issue and thank you for your patience. Thank you for your co-operation. Aurora Finance Team From: Robert Bazzocchi Sent: Monday, September 26, 2022 9:31 AM To: 'umplan-clients(a)lists.umanitoba.ca' <UMPlan-Clients(a)lists.umanitoba.ca> Subject: RE: UM Plan - System Outage - VIP Data Load - September 23rd, 2022 - System is currently unavailable Good morning, We are experiencing system issues with UM Plan and we are currently working on resolving the issue. We apologize for the inconvenience. Thank you for your co-operation. Aurora Finance Team From: Robert Bazzocchi Sent: Friday, September 23, 2022 4:29 PM To: 'umplan-clients(a)lists.umanitoba.ca' <UMPlan-Clients(a)lists.umanitoba.ca<mailto:UMPlan-Clients@lists.umanitoba.ca>> Cc: Shelley Hopkins <Shelley.Hopkins(a)umanitoba.ca<mailto:Shelley.Hopkins@umanitoba.ca>> Subject: RE: UM Plan - System Outage - VIP Data Load - September 23rd, 2022 - Status Update Good afternoon, The team is currently confirming the VIP load process and we are working on opening the UM Plan system earlier than Monday. Please continue to check your email for updates. Thank you for your co-operation. Aurora Finance Team From: Robert Bazzocchi <Robert.Bazzocchi(a)umanitoba.ca<mailto:Robert.Bazzocchi@umanitoba.ca>> Sent: Friday, September 23, 2022 9:03 AM To: 'umplan-clients(a)lists.umanitoba.ca' <UMPlan-Clients(a)lists.umanitoba.ca<mailto:UMPlan-Clients@lists.umanitoba.ca>> Subject: UM Plan - System Outage - VIP Data Load - September 23rd, 2022 Good morning, Please be advised that UM Plan system will be unavailable for service maintenance commencing today at 10:30am. Please ensure that you save any changes and log off before 10:30am. 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 Monday, 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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Re: [UMPlan] UM Plan - System Outage - VIP Data Load - September 23rd, 2022 - System is currently unavailable
by Robert Bazzocchi 26 Sep '22

26 Sep '22

Good morning, We are experiencing system issues with UM Plan and we are currently working on resolving the issue. We apologize for the inconvenience. Thank you for your co-operation. Aurora Finance Team From: Robert Bazzocchi Sent: Friday, September 23, 2022 4:29 PM To: 'umplan-clients(a)lists.umanitoba.ca' <UMPlan-Clients(a)lists.umanitoba.ca> Cc: Shelley Hopkins <Shelley.Hopkins(a)umanitoba.ca> Subject: RE: UM Plan - System Outage - VIP Data Load - September 23rd, 2022 - Status Update Good afternoon, The team is currently confirming the VIP load process and we are working on opening the UM Plan system earlier than Monday. Please continue to check your email for updates. Thank you for your co-operation. Aurora Finance Team From: Robert Bazzocchi <Robert.Bazzocchi(a)umanitoba.ca<mailto:Robert.Bazzocchi@umanitoba.ca>> Sent: Friday, September 23, 2022 9:03 AM To: 'umplan-clients(a)lists.umanitoba.ca' <UMPlan-Clients(a)lists.umanitoba.ca<mailto:UMPlan-Clients@lists.umanitoba.ca>> Subject: UM Plan - System Outage - VIP Data Load - September 23rd, 2022 Good morning, Please be advised that UM Plan system will be unavailable for service maintenance commencing today at 10:30am. Please ensure that you save any changes and log off before 10:30am. 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 Monday, 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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Re: [UMPlan] UM Plan - System Outage - VIP Data Load - September 23rd, 2022 - Access Restored
by Robert Bazzocchi 23 Sep '22

23 Sep '22

Good afternoon, The VIP load process is now complete and access to the UM Plan system has been restored. The system is now available. Thank you for your co-operation. Aurora Finance Team From: Robert Bazzocchi Sent: Friday, September 23, 2022 4:29 PM To: 'umplan-clients(a)lists.umanitoba.ca' <UMPlan-Clients(a)lists.umanitoba.ca> Cc: Shelley Hopkins <Shelley.Hopkins(a)umanitoba.ca> Subject: RE: UM Plan - System Outage - VIP Data Load - September 23rd, 2022 - Status Update Good afternoon, The team is currently confirming the VIP load process and we are working on opening the UM Plan system earlier than Monday. Please continue to check your email for updates. Thank you for your co-operation. Aurora Finance Team From: Robert Bazzocchi <Robert.Bazzocchi(a)umanitoba.ca<mailto:Robert.Bazzocchi@umanitoba.ca>> Sent: Friday, September 23, 2022 9:03 AM To: 'umplan-clients(a)lists.umanitoba.ca' <UMPlan-Clients(a)lists.umanitoba.ca<mailto:UMPlan-Clients@lists.umanitoba.ca>> Subject: UM Plan - System Outage - VIP Data Load - September 23rd, 2022 Good morning, Please be advised that UM Plan system will be unavailable for service maintenance commencing today at 10:30am. Please ensure that you save any changes and log off before 10:30am. 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 Monday, 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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UM Plan - System Outage - VIP Data Load - September 23rd, 2022
by Robert Bazzocchi 23 Sep '22

23 Sep '22

Good morning, Please be advised that UM Plan system will be unavailable for service maintenance commencing today at 10:30am. Please ensure that you save any changes and log off before 10:30am. 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 Monday, 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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Re: [UMPlan] UMPlan - System Availability - Access Restored
by Robert Bazzocchi 05 Aug '22

05 Aug '22

Good morning, Please be advised that UM Plan is now available. Thank you for your co-operation. Aurora Finance Team From: Robert Bazzocchi On Behalf Of Robert Bazzocchi Sent: Thursday, August 4, 2022 1:44 PM To: 'umplan-clients(a)lists.umanitoba.ca' Cc: UMPlan Help & Support <UMPLAN(a)umanitoba.ca> Subject: UMPlan - System Availability - Outage today starting at 2:00 PM Good afternoon, Please be advised that the UM Plan system will be unavailable for service maintenance today starting at 2:00PM. This outage is required to restore discretionary benefit amounts. Please log off immediately and remember to SAVE any changes before logging off. We apologize for any inconvenience and will notify you as soon as the system is again available. Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UMPlan - System Availability - Outage today starting at 2:00 PM
by Robert Bazzocchi 04 Aug '22

04 Aug '22

Good afternoon, Please be advised that the UM Plan system will be unavailable for service maintenance today starting at 2:00PM. This outage is required to restore discretionary benefit amounts. Please log off immediately and remember to SAVE any changes before logging off. We apologize for any inconvenience and will notify you as soon as the system is again available. Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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Re: [UMPlan] UM Plan - Maintenance Notice (Access Restored)
by Robert Bazzocchi 21 Jul '22

21 Jul '22

Good afternoon, Please be advised that UM Plan is now available. Thank you for your co-operation. Aurora Finance Team From: Robert Bazzocchi Sent: Thursday, July 21, 2022 11:50 AM To: 'umplan-clients(a)lists.umanitoba.ca' Subject: UM Plan - Maintenance Notice - Unavailable starting at 12:00 noon Good Morning, Please be advised that the UM Plan system will be unavailable starting at 12:00 noon for maintenance. Please refrain from logging into UM Plan or connecting with SmartView at this time. This is required to perform general maintenance in order to load data. The process will take approximately 2 hours and we will notify you when it is complete and the system is again available. If you are in the midst of updating Budget Plan data, please remember to SAVE any changes before logging off. Any questions, please contact Aurora Finance. Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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Re: [UMPlan] UM Plan - Maintenance Notice (Access Restored)
by Robert Bazzocchi 21 Jul '22

21 Jul '22

Good afternoon, Please be advised that UM Plan is now available. Thank you for your co-operation. Aurora Finance Team From: Robert Bazzocchi Sent: Thursday, July 21, 2022 11:50 AM To: 'umplan-clients(a)lists.umanitoba.ca' Subject: UM Plan - Maintenance Notice - Unavailable starting at 12:00 noon Good Morning, Please be advised that the UM Plan system will be unavailable starting at 12:00 noon for maintenance. Please refrain from logging into UM Plan or connecting with SmartView at this time. This is required to perform general maintenance in order to load data. The process will take approximately 2 hours and we will notify you when it is complete and the system is again available. If you are in the midst of updating Budget Plan data, please remember to SAVE any changes before logging off. Any questions, please contact Aurora Finance. Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UM Plan - Maintenance Notice - Unavailable starting at 12:00 noon
by Robert Bazzocchi 21 Jul '22

21 Jul '22

Good Morning, Please be advised that the UM Plan system will be unavailable starting at 12:00 noon for maintenance. Please refrain from logging into UM Plan or connecting with SmartView at this time. This is required to perform general maintenance in order to load data. The process will take approximately 2 hours and we will notify you when it is complete and the system is again available. If you are in the midst of updating Budget Plan data, please remember to SAVE any changes before logging off. Any questions, please contact Aurora Finance. Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UM Plan - Maintenance Notice - Unavailable starting at 12:00 noon
by Robert Bazzocchi 21 Jul '22

21 Jul '22

Good Morning, Please be advised that the UM Plan system will be unavailable starting at 12:00 noon for maintenance. Please refrain from logging into UM Plan or connecting with SmartView at this time. This is required to perform general maintenance in order to load data. The process will take approximately 2 hours and we will notify you when it is complete and the system is again available. If you are in the midst of updating Budget Plan data, please remember to SAVE any changes before logging off. Any questions, please contact Aurora Finance. Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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Re: [UMPlan] UM Plan - System Outage - VIP Data Load - Status Update
by Robert Bazzocchi 14 Jul '22

14 Jul '22

Good afternoon, Please be advised that UM Plan is now available. The VIP data as of June 29th has now been seeded to UMPlan for all units. Thank you for your co-operation. Aurora Finance Team From: Robert Bazzocchi Sent: Monday, July 11, 2022 9:15 AM To: 'umplan-clients(a)lists.umanitoba.ca' Cc: Financial Planning Office <FinancialPlanning(a)umanitoba.ca> Subject: UM Plan - System Outage - VIP Data Load Good morning, Please be advised that the UM Plan system will be unavailable for service maintenance commencing today at 9:30am. Please log off before 9:30am. This outage is required to perform the VIP data load process and you will be notified as soon as the system is available. Thank you. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg] Attention UM Plan users

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UM Plan - System Outage - VIP Data Load
by Robert Bazzocchi 11 Jul '22

11 Jul '22

Good morning, Please be advised that the UM Plan system will be unavailable for service maintenance commencing today at 9:30am. Please log off before 9:30am. This outage is required to perform the VIP data load process and you will be notified as soon as the system is available. Thank you. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg] Attention UM Plan users

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Re: [UMPlan] UM Plan - System Outage - VIP Data Load - Access Restored
by Robert Bazzocchi 23 Sep '21

23 Sep '21

Good afternoon, Please be advised that UM Plan is now available. Just a reminder that the VIP data as of September 17th has now been seeded to UMPlan for Academic and Ancillary units. If you have any questions, please contact the UMPlan Help and Support desk at 204.480.1001 and to select option 5 for UMPlan support or email UMPlan(a)umanitoba.ca<mailto:UMPlan@umanitoba.ca> . Thank you for your co-operation. Aurora Finance Team From: Robert Bazzocchi Sent: Thursday, September 23, 2021 7:27 AM To: 'umplan-clients(a)lists.umanitoba.ca' Cc: UMPlan Help & Support <UMPLAN(a)umanitoba.ca>; AuroFin-UMPlan <AuroFin-UMPlan(a)umanitoba.ca> Subject: FW: UM Plan - System Outage - VIP Data Load - September 23rd, 2021 - Reminder Good morning, Just a reminder that UMPlan will be unavailable for service maintenance starting this morning at 8:00am. Please ensure that you save any changes and log off before 8:00am. Also, note that this VIP load is for the Academic and Ancillary units, and will exclude those that have opted out. We anticipate the system will be available on Friday, September 24th. Thank you for your co-operation. Aurora Finance Team From: Robert Bazzocchi Sent: Wednesday, September 22, 2021 1:40 PM To: 'umplan-clients(a)lists.umanitoba.ca' Cc: UMPlan Help & Support <UMPLAN(a)umanitoba.ca<mailto:UMPLAN@umanitoba.ca>>; AuroFin-UMPlan <AuroFin-UMPlan(a)umanitoba.ca<mailto:AuroFin-UMPlan@umanitoba.ca>> Subject: UM Plan - System Outage - VIP Data Load - September 23rd, 2021 Good afternoon, Please be advised that UM Plan will be unavailable for service maintenance commencing tomorrow morning at 8:00am. Please ensure that you save any changes and log off before 8:00am. The outage is required to perform the VIP data load process and we anticipate the system will be available on Friday, September 24th. If you have any questions, please contact the UMPlan Help and Support desk at 204.480.1001 and to select option 5 for UMPlan support or 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 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg] Attention UM Plan users

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FW: UM Plan - System Outage - VIP Data Load - September 23rd, 2021 - Reminder
by Robert Bazzocchi 23 Sep '21

23 Sep '21

Good morning, Just a reminder that UMPlan will be unavailable for service maintenance starting this morning at 8:00am. Please ensure that you save any changes and log off before 8:00am. Also, note that this VIP load is for the Academic and Ancillary units, and will exclude those that have opted out. We anticipate the system will be available on Friday, September 24th. Thank you for your co-operation. Aurora Finance Team From: Robert Bazzocchi Sent: Wednesday, September 22, 2021 1:40 PM To: 'umplan-clients(a)lists.umanitoba.ca' Cc: UMPlan Help & Support <UMPLAN(a)umanitoba.ca>; AuroFin-UMPlan <AuroFin-UMPlan(a)umanitoba.ca> Subject: UM Plan - System Outage - VIP Data Load - September 23rd, 2021 Good afternoon, Please be advised that UM Plan will be unavailable for service maintenance commencing tomorrow morning at 8:00am. Please ensure that you save any changes and log off before 8:00am. The outage is required to perform the VIP data load process and we anticipate the system will be available on Friday, September 24th. If you have any questions, please contact the UMPlan Help and Support desk at 204.480.1001 and to select option 5 for UMPlan support or 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 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg] Attention UM Plan users

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UM Plan - System Outage - VIP Data Load - September 23rd, 2021
by Robert Bazzocchi 22 Sep '21

22 Sep '21

Good afternoon, Please be advised that UM Plan will be unavailable for service maintenance commencing tomorrow morning at 8:00am. Please ensure that you save any changes and log off before 8:00am. The outage is required to perform the VIP data load process and we anticipate the system will be available on Friday, September 24th. If you have any questions, please contact the UMPlan Help and Support desk at 204.480.1001 and to select option 5 for UMPlan support or 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 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg] Attention UM Plan users

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Re: [UMPlan] UMPlan - System is now available
by Robert Bazzocchi 03 Sep '21

03 Sep '21

Status update: The UMPlan system is now available. We apologize for any inconvenience and thank for your co-operation. Aurora Finance Team From: Robert Bazzocchi On Behalf Of Robert Bazzocchi Sent: Friday, September 3, 2021 11:02 AM To: 'umplan-clients(a)lists.umanitoba.ca' Cc: UMPlan Help & Support <UMPLAN(a)umanitoba.ca> Subject: UMPlan - System Availability - Outage today 12:00 noon to 1:00 PM Good morning, Please be advised that the UM Plan system will be unavailable for service maintenance today from 12:00 noon to 1:00 PM. Please log off before 12:00 Noon and remember to SAVE any changes before logging off. We apologize for any inconvenience and will notify you as soon as the system is again available. Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UMPlan - System Availability - Outage today 12:00 noon to 1:00 PM
by Robert Bazzocchi 03 Sep '21

03 Sep '21

Good morning, Please be advised that the UM Plan system will be unavailable for service maintenance today from 12:00 noon to 1:00 PM. Please log off before 12:00 Noon and remember to SAVE any changes before logging off. We apologize for any inconvenience and will notify you as soon as the system is again available. Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UM Plan - System Outage - VIP Data Load
by Robert Bazzocchi 29 Jun '21

29 Jun '21

Good morning, Please be advised that the UM Plan system will be unavailable for service maintenance commencing today at 10:30am. Please log off before 10:30am. The outage is required to perform the VIP data load process and we anticipate the system will be available on Monday, July 5th. If you have any questions, please contact the UMPlan Help and Support desk at 204.480.1001 and to select option 5 for UMPlan support or 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 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg] Attention UM Plan users

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UM Plan - Financial Reports
by Robert Bazzocchi 28 Apr '21

28 Apr '21

Good Morning, Please note there is a minor change to the Report feature in UM Plan, they now appear under the Financial Reports icon. To access reports, click on the Report icon on the Home page, then click on the second icon in the menu bar on the left side (i.e. Financial Reports). You still have the ability to filter the reports by Flat View (summary list) or by Tree View (sub folder). Below is a screenshot of the Reports window with the Financial Reports icon highlighted in yellow. [cid:image003.jpg@01D73B85.3E798740] If you have any questions, please feel free to reach out to me on MS Teams or email UMPlan(a)umanitoba.ca<mailto:UMPlan@umanitoba.ca>. Thank you. Rob Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UM Plan - System Now Available
by Robert Bazzocchi 08 Mar '21

08 Mar '21

Good Morning: The following notification has been sent on behalf of FPO. You may now access UM Plan. No changes to budgets are permitted at this time but all forms and reports are accessible as read only. Smart View may also now be used to perform adhoc queries. Thank you, FPO ** If you have any issues accessing the UM Plan system, please contact the UMPlan Help and Support desk at 204.480.1001 and to select option 5 for UM Plan support or email UMPlan(a)umanitoba.ca<mailto:UMPlan@umanitoba.ca> . Aurora Finance Team

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UM Plan - System Availability
by Robert Bazzocchi 04 Feb '21

04 Feb '21

Good afternoon, Please be advised that access to UM Plan is currently restricted while budget requests are being reviewed and considered by the Executive Budget Committee. If you require any reports or data from UM Plan please send a request to fpo(a)umanitoba.ca<mailto:fpo@umanitoba.ca> and someone will assist you. Thank you for your co-operation. Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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Re: [UMPlan] UM Plan - System Outage - Access Restored
by Robert Bazzocchi 25 Nov '20

25 Nov '20

Good Morning, Status Update: The connectivity issue have been resolved and access to UMPlan has been restored. We apologize for any inconvenience and thank you for your co-operation. Aurora Finance Team From: Robert Bazzocchi Sent: Wednesday, November 25, 2020 8:28 AM To: 'umplan-clients(a)lists.umanitoba.ca' <umplan-clients(a)lists.umanitoba.ca> Subject: UM Plan - System Outage Good Morning: Please be advised that the UM Plan system is currently unavailable, due to connectivity issues with the service provider. They are actively working on restoring service. We apologize for any inconvenience and will advise you as soon as system access has been restored. Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UM Plan - System Outage
by Robert Bazzocchi 25 Nov '20

25 Nov '20

Good Morning: Please be advised that the UM Plan system is currently unavailable, due to connectivity issues with the service provider. They are actively working on restoring service. We apologize for any inconvenience and will advise you as soon as system access has been restored. Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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Re: [UMPlan] UM Plan - System Access Restored
by Robert Bazzocchi 09 Oct '20

09 Oct '20

System access to UMPlan has been restored. We apologize for any inconvenience and thank you for your co-operation. Aurora Finance Team From: Robert Bazzocchi On Behalf Of Robert Bazzocchi Sent: Friday, October 9, 2020 6:13 PM To: 'umplan-clients(a)lists.umanitoba.ca' <umplan-clients(a)lists.umanitoba.ca> Subject: UM Plan - System Outage Good Evening: Please be advised that the UM Plan system will be unavailable in order to perform maintenance. We apologize for any inconvenience and will advise you as soon as system access has been restored. Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UM Plan - System Outage
by Robert Bazzocchi 09 Oct '20

09 Oct '20

Good Evening: Please be advised that the UM Plan system will be unavailable in order to perform maintenance. We apologize for any inconvenience and will advise you as soon as system access has been restored. Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UMPlan - VIP Load - System Access Restored
by Robert Bazzocchi 02 Oct '20

02 Oct '20

Good Morning, Please be advised that the UM Plan system is now available. VIP data as of September 28th has now been seeded to UMPlan. If you have any questions, please contact the UMPlan Help and Support desk at 204.480.1001 and to select option 5 for UMPlan support or 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 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UM Plan - System Outage (October 1st -2nd) - VIP Data Load
by Robert Bazzocchi 01 Oct '20

01 Oct '20

Good Morning, Please be advised that the UM Plan system will be unavailable immediately for service maintenance. Please log off as soon as possible. We anticipate the process to be completed by tomorrow and will notify you when the system is again available. If you have any questions, please contact the UMPlan Help and Support desk at 204.480.1001 and to select option 5 for UMPlan support or 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 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> ? Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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Re: [UMPlan] UM Plan - System Outage - Access Restored
by Robert Bazzocchi 04 Sep '20

04 Sep '20

Good Morning, Status Update: The connectivity issue have been resolved and access to UMPlan has been restored. We apologize for any inconvenience and thank you for your co-operation. Aurora Finance Team From: Robert Bazzocchi Sent: Friday, September 4, 2020 10:22 AM To: 'umplan-clients(a)lists.umanitoba.ca' <umplan-clients(a)lists.umanitoba.ca> Subject: UM Plan - System Outage Good Morning: Please be advised that the UM Plan system is currently unavailable, due to connectivity issues with the service provider. They are actively working on restoring service. We apologize for any inconvenience and will advise you as soon as system access has been restored. Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UM Plan - System Outage
by Robert Bazzocchi 04 Sep '20

04 Sep '20

Good Morning: Please be advised that the UM Plan system is currently unavailable, due to connectivity issues with the service provider. They are actively working on restoring service. We apologize for any inconvenience and will advise you as soon as system access has been restored. Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UM Plan System Access Restored
by Renita Peters 30 Jul '20

30 Jul '20

Access to UMPlan has been restored, thank you for your patience. Renita Peters Functional Analyst | Systems Administrator Financial Services, University of Manitoba 416 Administration Bdlg From: umplan-clients-bounces(a)lists.umanitoba.ca <umplan-clients-bounces(a)lists.umanitoba.ca> On Behalf Of Renita Peters Sent: Thursday, July 30, 2020 11:01 AM To: 'umplan-clients(a)lists.umanitoba.ca' Subject: [UMPlan] Continued UM Plan - Temporary System Outage The UMPlan system remains unavailable for service maintenance until further notice. Renita Peters Functional Analyst | Systems Administrator Financial Services, University of Manitoba 416 Administration Bdlg Sent: Thursday, July 30, 2020 9:24 AM To: 'umplan-clients(a)lists.umanitoba.ca' Cc: UMPlan Help & Support <UMPLAN(a)umanitoba.ca>; Aurora Finance Administrators <AuroFin-Admins(a)umanitoba.ca> Subject: UM Plan - Temporary System Outage Attention UM Plan users, Please be advised that the UM Plan system will be unavailable immediately and for approximately one hour. Please log off as soon as possible and we will notify you when the system is available. If you have any questions, please contact the UMPlan Help and Support desk email UMPlan(a)umanitoba.ca<mailto:UMPlan@umanitoba.ca> . Thank you for your co-operation. Aurora Finance Team Renita Peters Functional Analyst | Systems Administrator Financial Services, University of Manitoba 416 Administration Bdlg 204∙474-8270 | renita.peters(a)umanitoba.ca<mailto:renita.peters@umanitoba.ca> [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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Continued UM Plan - Temporary System Outage
by Renita Peters 30 Jul '20

30 Jul '20

The UMPlan system remains unavailable for service maintenance until further notice. Renita Peters Functional Analyst | Systems Administrator Financial Services, University of Manitoba 416 Administration Bdlg Sent: Thursday, July 30, 2020 9:24 AM To: 'umplan-clients(a)lists.umanitoba.ca' Cc: UMPlan Help & Support <UMPLAN(a)umanitoba.ca>; Aurora Finance Administrators <AuroFin-Admins(a)umanitoba.ca> Subject: UM Plan - Temporary System Outage Attention UM Plan users, Please be advised that the UM Plan system will be unavailable immediately and for approximately one hour. Please log off as soon as possible and we will notify you when the system is available. If you have any questions, please contact the UMPlan Help and Support desk email UMPlan(a)umanitoba.ca<mailto:UMPlan@umanitoba.ca> . Thank you for your co-operation. Aurora Finance Team Renita Peters Functional Analyst | Systems Administrator Financial Services, University of Manitoba 416 Administration Bdlg 204∙474-8270 | renita.peters(a)umanitoba.ca<mailto:renita.peters@umanitoba.ca> [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UM Plan - Temporary System Outage
by Renita Peters 30 Jul '20

30 Jul '20

Attention UM Plan users, Please be advised that the UM Plan system will be unavailable immediately and for approximately one hour. Please log off as soon as possible and we will notify you when the system is available. If you have any questions, please contact the UMPlan Help and Support desk email UMPlan(a)umanitoba.ca<mailto:UMPlan@umanitoba.ca> . Thank you for your co-operation. Aurora Finance Team Renita Peters Functional Analyst | Systems Administrator Financial Services, University of Manitoba 416 Administration Bdlg 204∙474-8270 | renita.peters(a)umanitoba.ca<mailto:renita.peters@umanitoba.ca> [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UMPlan - VIP Load - System Access Restored
by Robert Bazzocchi 13 Jul '20

13 Jul '20

Good Morning, Please be advised that the UM Plan system is now available. VIP data as of July 3rd has now been seeded to UMPlan. If you have any questions, please contact the UMPlan Help and Support desk at 204.480.1001 and to select option 5 for UMPlan support or 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 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UM Plan - System Outage - VIP Data Load
by Robert Bazzocchi 09 Jul '20

09 Jul '20

Attention UM Plan users Please be advised that the UM Plan system will be unavailable immediately for service maintenance. Please log off as soon as possible. We anticipate the process to be completed by tomorrow and will notify you when the system is again available. If you have any questions, please contact the UMPlan Help and Support desk at 204.480.1001 and to select option 5 for UMPlan support or 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 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UMPlan update - New Home Page
by Robert Bazzocchi 18 Apr '20

18 Apr '20

Good Morning, Please be advised that effective Friday, April 17th, there was an update to the application interface which includes a new look and feel for the UMPlan Home Page. The Welcome panel and tiles will now readjust on the Home Page to provide maximum screen coverage, which means less scrolling. Note that some tile colours have also changed, however the tile groupings and descriptions remain the same. The upgrade also includes a larger Navigation Menu to improve usability and a larger work area for better visibility. Below is a screen shot of the new Home Page. [cid:image003.jpg@01D61574.039563C0] If you have any questions, please contact the UMPlan Help and Support desk at 204.480.1001 and to select option 5 for UMPlan support or email UMPlan(a)umanitoba.ca<mailto:UMPlan@umanitoba.ca> . Thank you. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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Re: [UMPlan] UMPlan - System Availability
by Robert Bazzocchi 22 Jan '20

22 Jan '20

Attention UM Plan users: Please be advised that the UM Plan application is now available. We thank you for your co-operation. The Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg] From: Robert Bazzocchi Sent: Monday, January 20, 2020 11:33 AM To: 'umplan-clients(a)lists.umanitoba.ca' Subject: UMPlan - System Availability Attention UM Plan users Please be advised that the UM Plan system will be unavailable immediately for service maintenance. Please log off as soon as possible and remember to Save any changes before logging off. We anticipate the process to be completed by tomorrow and will notify you when the system is again available. If you have any questions, please contact the UMPlan Help and Support desk at 204.480.1001 and to select option 5 for UMPlan support or 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 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UMPlan - System Availability
by Robert Bazzocchi 20 Jan '20

20 Jan '20

Attention UM Plan users Please be advised that the UM Plan system will be unavailable immediately for service maintenance. Please log off as soon as possible and remember to Save any changes before logging off. We anticipate the process to be completed by tomorrow and will notify you when the system is again available. If you have any questions, please contact the UMPlan Help and Support desk at 204.480.1001 and to select option 5 for UMPlan support or 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 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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Re: [UMPlan] UM Plan - Faculty Budget Review
by Robert Bazzocchi 02 Dec '19

02 Dec '19

Good Afternoon, Please be advised that the system access has now been set to READ only for all Academic Units. If you have any questions, please contact the UM Plan Help and Support desk at 204.474.7055 or email umplan(a)umanitoba.ca<mailto:umplan@umanitoba.ca> From: Robert Bazzocchi Sent: Monday, December 2, 2019 8:06 AM To: 'umplan-clients(a)lists.umanitoba.ca' Subject: UM Plan - Faculty Budget Review Good Morning Just a reminder to all Academic units that as of Monday, December 2nd at 4:30PM, access to UM Plan will be restricted to READ only to facilitate budget review. You will continue to have access to view information in the system after the update access is locked. If you have any questions, please contact the UM Plan Help and Support desk at 204.474.7055 or email umplan(a)umanitoba.ca<mailto:umplan@umanitoba.ca> Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UM Plan - Faculty Budget Review
by Robert Bazzocchi 02 Dec '19

02 Dec '19

Good Morning Just a reminder to all Academic units that as of Monday, December 2nd at 4:30PM, access to UM Plan will be restricted to READ only to facilitate budget review. You will continue to have access to view information in the system after the update access is locked. If you have any questions, please contact the UM Plan Help and Support desk at 204.474.7055 or email umplan(a)umanitoba.ca<mailto:umplan@umanitoba.ca> Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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Re: [UMPlan] UM Plan Maintenance Outage - Friday Nov 22nd - System is Available
by Robert Bazzocchi 22 Nov '19

22 Nov '19

Attention UM Plan users: Please be advised that the UM Plan application is now available. We thank you for your co-operation. The Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg] From: Robert Bazzocchi Sent: Friday, November 22, 2019 10:12 AM To: 'umplan-clients(a)lists.umanitoba.ca' <umplan-clients(a)lists.umanitoba.ca> Subject: UM Plan Maintenance Outage - Friday Nov 22nd 12:00 Noon Attention UM Plan users: Please be advised that the UM Plan application will be unavailable today commencing at 12:00 noon due to maintenance updates. We anticipate this to be a brief outage and will notify you as soon as the system is again available. Please remember to Save any changes before logging off UMPlan. Any questions, please contact Aurora Finance. We thank you for your co-operation. Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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Re: [UMPlan] UM Plan Maintenance Outage - Friday Nov 22nd 12:00 Noon
by Robert Bazzocchi 22 Nov '19

22 Nov '19

Attention UM Plan users: Just a reminder to please make sure you have logged off the UM Plan application by 12:00 Noon. Thank you for your co-operation. From: Robert Bazzocchi Sent: Friday, November 22, 2019 10:12 AM To: 'umplan-clients(a)lists.umanitoba.ca' <umplan-clients(a)lists.umanitoba.ca> Subject: UM Plan Maintenance Outage - Friday Nov 22nd 12:00 Noon Attention UM Plan users: Please be advised that the UM Plan application will be unavailable today commencing at 12:00 noon due to maintenance updates. We anticipate this to be a brief outage and will notify you as soon as the system is again available. Please remember to Save any changes before logging off UMPlan. Any questions, please contact Aurora Finance. We thank you for your co-operation. Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UM Plan Maintenance Outage - Friday Nov 22nd 12:00 Noon
by Robert Bazzocchi 22 Nov '19

22 Nov '19

Attention UM Plan users: Please be advised that the UM Plan application will be unavailable today commencing at 12:00 noon due to maintenance updates. We anticipate this to be a brief outage and will notify you as soon as the system is again available. Please remember to Save any changes before logging off UMPlan. Any questions, please contact Aurora Finance. We thank you for your co-operation. Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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Re: [UMPlan] Non-Employee Based Compensation Costs
by Robert Bazzocchi 19 Nov '19

19 Nov '19

Good Afternoon, The following is a status update regarding the data issue with the 2.10 Non_Employee Based Compensation Costs form. After further investigation it was determined that an issue occurred on November 15th which caused the loss of data entered in the 2.10 Non_Employee Based Compensation Costs form. The data has now been restored using a backup copy from November 13th. However, any data entered between November 13-19 will need to be checked and possibly manually re-entered. To assist with this process, those that are affected will receive a follow-up email containing an Audit report that includes a listing identifying the data that was affected. The follow-up email will be sent out tomorrow morning. If you do not receive a follow up email and audit report, no further action is required for your units on this issue. If you have an questions please contact Aurora Finance. Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg] From: Robert Bazzocchi Sent: Tuesday, November 19, 2019 8:44 AM To: 'umplan-clients(a)lists.umanitoba.ca' Subject: Non-Employee Based Compensation Costs Attention UM Plan staff: It has come to our attention that there is an issue that has been identified with data entered in the 2.10 Non-Employee Based Compensation Costs form (purple tile) as shown below. Please refrain from making any entries until further notice. Recovery efforts are under way. If you have any questions, please contact Aurora Finance. Thank you for your co-operation. [cid:image002.jpg@01D59EB5.27122F30] Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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Non-Employee Based Compensation Costs
by Robert Bazzocchi 19 Nov '19

19 Nov '19

Attention UM Plan staff: It has come to our attention that there is an issue that has been identified with data entered in the 2.10 Non-Employee Based Compensation Costs form (purple tile) as shown below. Please refrain from making any entries until further notice. Recovery efforts are under way. If you have any questions, please contact Aurora Finance. Thank you for your co-operation. [cid:image002.jpg@01D59EB5.27122F30] Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UMPlan Report performance issues
by Robert Bazzocchi 15 Nov '19

15 Nov '19

Attention UM Plan users: We are currently experiencing performance issues running reports in UM Plan. We anticipate that the issues will be resolved with an overnight process and performance will be restored by tomorrow morning. Any questions, please contact Aurora Finance. Thank you for your co-operation. Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UMPlan - VIP Load - System Access Restored
by Robert Bazzocchi 04 Oct '19

04 Oct '19

Good Morning, Please be advised that the UM Plan system is now available. VIP data as of September 30 has now been seeded to UMPlan. Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UM Plan - System Outage - VIP Data Load
by Robert Bazzocchi 03 Oct '19

03 Oct '19

Attention UM Plan users Please be advised that the UM Plan system will be unavailable immediately for service maintenance. Please log off as soon as possible. If you are in the midst of updating Budget Plan data, please remember to Save any changes before logging off. We anticipate the process to be completed by tomorrow and will notify you when the system is again available. If you have any questions, please contact Aurora Finance. Thank you for your co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UM Plan Status Update
by Robert Bazzocchi 21 Aug '19

21 Aug '19

UM Plan System - Status Update: The UM Plan system is now available. You may now Login and continue working in UM Plan. Thank you for your patience and co-operation. Aurora Finance Team Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UM Plan Issues
by Robert Bazzocchi 21 Aug '19

21 Aug '19

Attention UM Plan users: We are currently experiencing performance issues with the UM Plan application and request that ALL users please Logout of the application immediately. If you are in the midst of updating Budget Plan data, please remember to Save any changes before logging off. We will provide a status update by end of day. Any questions, please contact Aurora Finance. Robert Bazzocchi Systems Admin & Functional Analyst Financial Systems 416 Administration Building Phone: (204) 474-7055 Aurora Finance Website<http://umanitoba.ca/computing/renewal/aurora/finance/index.html> þ Please consider the environment before printing this e-mail [http://umanitoba.ca/admin/mco/brand/download/UM_Logo_HORZ.jpg]

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UMPlan Production - Maintenance completed - Site is Now Available
by Anil Rattan 04 Dec '18

04 Dec '18

Good Afternoon! The UMPlan Production site is now available. Thank you for your patience. Best Regards, Anil Rattan Functional Analyst, Financial Systems Financial Services 416 Administration Building Winnipeg, Manitoba ∙ R3T2N2 ∙ Canada Phone: 204.474.7055 www.umanitoba.ca<http://www.umanitoba.ca/eprocurement> [Description: Description: http://tbn0.google.com/images?q=tbn:JWqAYu8g-fuy0M:http://www.umanitoba.ca/…]<http://images.google.ca/imgres?imgurl=http://www.umanitoba.ca/chemistry/new…> þ Please consider the environment before printing this e-mail

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UMPlan Production - Maintenance Notice - Currently Unavailable
by Anil Rattan 04 Dec '18

04 Dec '18

Good Afternoon! The UMPlan Production site is currently unavailable at this time to resolve an unscheduled service issue. Please refrain from logging into either site or connecting with Smartview at this time. A notification will be sent out when normal access is resumed VERY SHORTLY. Thank you for your patience. Best Regards, Anil Rattan Functional Analyst, Financial Systems Financial Services 416 Administration Building Winnipeg, Manitoba ∙ R3T2N2 ∙ Canada Phone: 204.474.7055 www.umanitoba.ca<http://www.umanitoba.ca/eprocurement> [Description: Description: http://tbn0.google.com/images?q=tbn:JWqAYu8g-fuy0M:http://www.umanitoba.ca/…]<http://images.google.ca/imgres?imgurl=http://www.umanitoba.ca/chemistry/new…> þ Please consider the environment before printing this e-mail

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UMPlan Access - Restored
by Anil Rattan 04 Oct '18

04 Oct '18

The following message is sent on behalf of Mark Walc - University Budget Officer - Financial Planning Office ________________________________ Good Morning, Read/write access has been restored for Academic and Ancillary Unit users in UMPlan. VIP data as of September 30 has now been seeded to UMPlan. One of the first steps in building your compensation budget should be to review the employee GL account association tile within the compensation cluster, and add accounts for any employees/positions that do not have a GL account associated (those with a difference highlighted orange). As a reminder, budget guidelines are available at http://umanitoba.ca/admin/financial_planning/6268.html UMPlan continues to treat all TBH Employees as a single employee and, therefore, spreads the CPP, and EI budget for those employees across all orgs/positions. A solution has been developed and is currently being tested. The ability to toggle between years and versions in "All Employee Details" (Form 2.22 Review Org Compensation - All Employees - Details) is currently being tested. This will allow users to review 2018/19 compensation budget detail directly in UMPlan. Thanks, Mark [Description: Description: http://tbn0.google.com/images?q=tbn:JWqAYu8g-fuy0M:http://www.umanitoba.ca/…]<http://images.google.ca/imgres?imgurl=http://www.umanitoba.ca/chemistry/new…> þ Please consider the environment before printing this e-mail

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UMPlan Production AND Test Site - Maintenance Notice - Currently Unavailable
by Anil Rattan 03 Oct '18

03 Oct '18

Good Morning! The UMPlan Production AND Test site will be unavailable immediately for service maintenance. Please refrain from logging into either site or connecting with Smartview at this time. A notification will be sent out when normal access is resumed. Thank you for your patience. Best Regards, Anil Rattan Functional Analyst, Financial Systems Financial Services 416 Administration Building Winnipeg, Manitoba ∙ R3T2N2 ∙ Canada Phone: 204.474.7055 www.umanitoba.ca<http://www.umanitoba.ca/eprocurement> [Description: Description: http://tbn0.google.com/images?q=tbn:JWqAYu8g-fuy0M:http://www.umanitoba.ca/…]<http://images.google.ca/imgres?imgurl=http://www.umanitoba.ca/chemistry/new…> þ Please consider the environment before printing this e-mail

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UMPlan Production AND Test Site - Maintenance Notice - unavailable today Friday September 21 between 11:30am and 1pm
by Anil Rattan 21 Sep '18

21 Sep '18

Good Morning! The UMPlan Production AND Test site will be unavailable today (Friday September 21) between 11:30am and 1pm for service maintenance. Please refrain from logging into either site or connecting with Smartview during that timeframe. The service should be available again after 1pm today. Thank you for your cooperation. Best Regards, Anil Rattan Functional Analyst, Financial Systems Financial Services 416 Administration Building Winnipeg, Manitoba ∙ R3T2N2 ∙ Canada Phone: 204.474.7055 www.umanitoba.ca<http://www.umanitoba.ca/eprocurement> [Description: Description: http://tbn0.google.com/images?q=tbn:JWqAYu8g-fuy0M:http://www.umanitoba.ca/…]<http://images.google.ca/imgres?imgurl=http://www.umanitoba.ca/chemistry/new…> þ Please consider the environment before printing this e-mail

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UMPlan Production Site - Maintenance Notice
by Anil Rattan 16 Jul '18

16 Jul '18

Good Morning! The UMPlan Production site will be unavailable today (July 16, 2018) at 4pm for service maintenance. Please refrain from logging into the site today after that time. The service should be available again during regular business hours tomorrow July 17, 2018. Thank you for your cooperation. Best Regards, Anil Rattan Functional Analyst, Financial Systems Financial Services 416 Administration Building Winnipeg, Manitoba ∙ R3T2N2 ∙ Canada Phone: 204.474.7055 www.umanitoba.ca<http://www.umanitoba.ca/eprocurement> [Description: Description: http://tbn0.google.com/images?q=tbn:JWqAYu8g-fuy0M:http://www.umanitoba.ca/…]<http://images.google.ca/imgres?imgurl=http://www.umanitoba.ca/chemistry/new…> þ Please consider the environment before printing this e-mail

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UMPlan Training Sessions for July 2018
by Kristine Ward 05 Jul '18

05 Jul '18

Good Afternoon! As we prepare for the 2019-20 budget development cycle, UMPlan training sessions for July are now available on the Learning and Organizational Development registration website<https://umanitoba.gosignmeup.com/Public/Course/Browse?viewstate=eyJWaWV3TGl…>. Whether you need a refresher or are new to the system, the UMPlan curriculum is designed to provide you with guidance to move through the budget planning process. Our July sessions concentrate on getting you started in UMPlan inclusive of an orientation to the budget process, developing your compensation and non-compensation budget plans along with supporting reporting functions with the following sessions: · Introduction to UMPlan · UMPlan Compensation Budgeting & Planning · UMPlan Non-Compensation Budgeting & Planning **The password UMPLAN2018 is required to register. These initial sessions will be offered on Fort Garry Campus as central units begin the budget development process. Additional sessions, along with the popular Build your Budget sessions, will be available in August and throughout the fall at both the Fort Garry and Bannatyne campuses. New sessions focused on Smartview will also be offered in the future. ________________________________ To view the full description of each session and available dates/times of UMPlan courses, visit the LOD registration website<https://umanitoba.gosignmeup.com/Public/Course/Browse?viewstate=eyJWaWV3TGl…> and type UMPLAN in the Search bar then increase the view by changing the “page size” option at the bottom of the page. Please note: Courses which have no/ few registered participants are subject to cancellation. If you plan on attending a session, please register in advance. Thank-you for your cooperation. ________________________________ If you have questions related to the training, please contact your UMPlan Support team at 204.480.1001 option 5 or email umplan(a)umanitoba.ca<mailto:umplan@umanitoba.ca> Thank-you, Kristine Ward Assistant Manager, Financial Systems Financial Services 410 Administration Building Winnipeg, Manitoba ∙ R3T2N2 ∙ Canada Phone: 204.272.1669 www.umanitoba.ca<http://www.umanitoba.ca/eprocurement> [Description: Description: http://tbn0.google.com/images?q=tbn:JWqAYu8g-fuy0M:http://www.umanitoba.ca/…]<http://images.google.ca/imgres?imgurl=http://www.umanitoba.ca/chemistry/new…> þ Please consider the environment before printing this e-mail

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UM Plan Access
by Renita Peters 05 Mar '18

05 Mar '18

The following message is sent on behalf of Mark Walc, University Budget Officer, Financial Planning Office: ________________________________ Thank you once again for all of your efforts in preparing the 2018/19 operating budget. During the budget analysis and balancing phase, an effort has been made to ensure each Faculty and Central Support Unit is allocated a budget consistent with the budget guidelines shared at the start of the 2018/19 budget process. Based on this analysis, as well as the explanations provided for the variances between the budget entered and what was expected for 2018/19, several units have been asked to make adjustments to their budget. UM Plan is open for adjustments. * Business Managers of units expected to make adjustments received an email on Friday March 2, 2018 with instructions to update their budgets in UM Plan by end of day Thursday March 8, 2018. * Other units that wish to make adjustments that do not change their overall budget request (e.g. moving budget between FOAs, updating position numbers, etc.) may do so within that timeframe as well. * If you are adjusting salaries, please take care to consider the auto-calculated benefits. After all adjustments are made to Faculties and Central Support Units, allocations will be re-run so Faculties will be able to see the impacts to their net budget. The resulting budget will be reviewed by the Provost and Vice-President (Academic) and the Vice President (Administration) and further decisions will be made to achieve a balanced budget. This has been a year of significant change, not only in how the budget is prepared and by whom, but also with what is included and excluded in unit budgets. Your tremendous contribution to this important initiative is very much appreciated and your ongoing questions and suggestions about the budget model and process will be integral in ensuring the model becomes a sound, transparent and meaningful method for allocating our financial resources. Should you have any concerns about the adjustments requested or in meeting the deadline, please contact Mark directly at 204.474.9232 or email Mark.Walc(a)umanitoba.ca<mailto:Mark.Walc@umanitoba.ca> as soon as possible. Thank-you for your assistance. Mark Walc University Budget Officer Financial Planning Office Room 111A Administration Building Tel: 204 474-9232

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2018-19 Operating Budget Development Update
by Kristine Ward 06 Feb '18

06 Feb '18

The following message is sent on behalf of the Financial Planning Office ________________________________ This is a follow up to the message that was sent on Friday February 2nd, and is intended to provide more detailed information about the system update, as well as provide information related to recent changes made to revenue allocations. The compensation change resulted from TBH positions/salaries that were deleted by users in the compensation forms in UM Plan without clicking save. As a result, the positions were deleted in the compensation tables but that change wasn’t pushed over into the consolidated tables. A setting in the “overnight batch” procedures was updated which caused the impact of the deletions to be properly reflected in the compensation tables. All units that were affected have been provided with details of changes by fund-org-account. There were also some changes made to the way the budgets for the Law and Engineering surcharges are handled. These surcharges were changed from allocated tuition to direct tuition which is not allocated. This is in line with the way similar fees are being handled. This change results in less revenue in the undergraduate tuition pool overall. This also had an impact on the EAL revenue allocation which is driven, in part, by the results of the tuition allocation. There will be another update to the tuition budget prior to the next allocation run which should bring most faculties’ allocated revenue up from where it is today. You can appreciate the complexities of all of the variables that make up this system and we appreciate your patience as we work through this. We will continue to keep you updated on our progress. In the meantime, if you have any questions or would like additional details related to the technical aspect of these changes please do not hesitate to contact me. Thank- you, Mark ________________________________ Mark Walc University Budget Officer Financial Planning Office Room 111A Administration Building Tel: 204 474-9232 Cell: 204 510-4584

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2018-19 Operating Budget Development
by Kristine Ward 02 Feb '18

02 Feb '18

The following message is sent on behalf of the Financial Planning Office ________________________________ Thank you for all of your efforts to date in developing the 2018/19 operating budget. Further adjustments will be required as we continue through the budget development process but some changes have been made that we would like you to be aware of: 1. A system defect was resolved that resulted in properly consolidating salaries that were entered in the compensation screens. 2. Several Central Support Units have reduced their original budget requests 3. Allocations have been re-run As a result, all Academic units will see that their total budget, when including allocations, has changed. ________________________________ Thank-you Aurora Finance Customer Service 416 Administration Building Winnipeg, Manitoba ∙ R3T2N2 ∙ Canada Phone: 204.480.1001 www.umanitoba.ca<http://www.umanitoba.ca/eprocurement> [Description: Description: http://tbn0.google.com/images?q=tbn:JWqAYu8g-fuy0M:http://www.umanitoba.ca/…]<http://images.google.ca/imgres?imgurl=http://www.umanitoba.ca/chemistry/new…> þ Please consider the environment before printing this e-mail

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UM Plan is now view only
by Anil Rattan 21 Dec '17

21 Dec '17

Hello, Access to UM Plan for all Academic and Ancillary Unit users has been changed to read only. As you continue to review your budget please notify FPO(a)umanitoba.ca<mailto:FPO@umanitoba.ca> of any errors you find. The Financial Planning Office will also continue the review of all budgets entered and write access will be re-instated for any necessary adjustments. Thank you. Anil Rattan Functional Analyst, Financial Systems Financial Services 416 Administration Building Winnipeg, Manitoba ∙ R3T2N2 ∙ Canada Phone: 204.474.7055 www.umanitoba.ca<http://www.umanitoba.ca/eprocurement> [Description: Description: http://tbn0.google.com/images?q=tbn:JWqAYu8g-fuy0M:http://www.umanitoba.ca/…]<http://images.google.ca/imgres?imgurl=http://www.umanitoba.ca/chemistry/new…> þ Please consider the environment before printing this e-mail

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UMPlan Overnight Data Refresh
by Kristine Ward 13 Dec '17

13 Dec '17

The UMPlan system did not refresh properly overnight. For those who are currently working on your budget, this will result in expected new data not showing in the system for you such as budget transfers, VIP updates and chart of accounts information that were created or changed yesterday. Any updates or changes that you inputted and saved in UMPlan will not be impacted. The issue and resolution have been identified and the system is expected to refresh normally tonight. Thank-you ________________________________ Aurora Finance Customer Service Phone: 204.480.1001 http://umanitoba.ca/computing/renewal/aurora/finance/index.html [Description: Description: http://tbn0.google.com/images?q=tbn:JWqAYu8g-fuy0M:http://www.umanitoba.ca/…]<http://images.google.ca/imgres?imgurl=http://www.umanitoba.ca/chemistry/new…> þ Please consider the environment before printing this e-mail

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November Build Your Budget Sessions Available now!
by Kristine Ward 08 Nov '17

08 Nov '17

To continue supporting you through the budgeting process, additional UMPlan Build Your Budget sessions have been scheduled throughout the month of November. Work at your own pace with the UM support team at your fingertips for assistance and to respond to your questions related to the system functions. These sessions are available for registration on the LOD Course Registration site<https://umanitoba.gosignmeup.com/public/Course/browse?viewstate=eyJWaWV3TGl…>. To register please use the access code of BUDGET17 ________________________________ Please note: Courses which have no registered participants are subject to cancellation. If you plan on attending a session, please register in advance. Thank-you for your cooperation. Kristine Ward Assistant Manager, Financial Systems Financial Services 410 Administration Building Winnipeg, Manitoba ∙ R3T2N2 ∙ Canada Phone: 204.272.1669 www.umanitoba.ca<http://www.umanitoba.ca/eprocurement> [Description: Description: http://tbn0.google.com/images?q=tbn:JWqAYu8g-fuy0M:http://www.umanitoba.ca/…]<http://images.google.ca/imgres?imgurl=http://www.umanitoba.ca/chemistry/new…> þ Please consider the environment before printing this e-mail

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RESOLVED: UMPlan System Availability
by Kristine Ward 07 Nov '17

07 Nov '17

Good Evening The UMPlan system is now available for all clients; you can proceed to log in and continue work on your budget. The incidents experienced over the last few days were unrelated and each required the engagement of Oracle, our service provider, to apply a resolution. Your support teams within the University of Manitoba for this system are committed to maintaining system stability and availability for you; we continue to work with our software provider to monitor & improve the systems performance. Thank-you ________________________________ Kristine Ward Assistant Manager, Financial Systems Financial Services 410 Administration Building Winnipeg, Manitoba ∙ R3T2N2 ∙ Canada Phone: 204.272.1669 www.umanitoba.ca<http://www.umanitoba.ca/eprocurement> [Description: Description: http://tbn0.google.com/images?q=tbn:JWqAYu8g-fuy0M:http://www.umanitoba.ca/…]<http://images.google.ca/imgres?imgurl=http://www.umanitoba.ca/chemistry/new…> þ Please consider the environment before printing this e-mail

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UMPlan System Availability
by Kristine Ward 07 Nov '17

07 Nov '17

The UMPlan system is currently unavailable; individuals who were logged in are experiencing system errors and those trying to access the system are unable to. This incident is being treated with the highest priority; University of Manitoba resources are engaging the software provider for a resolution. Thank-you for your patience and understanding. ________________________________ Kristine Ward Assistant Manager, Financial Systems Financial Services 410 Administration Building Winnipeg, Manitoba ∙ R3T2N2 ∙ Canada Phone: 204.272.1669 www.umanitoba.ca<http://www.umanitoba.ca/eprocurement> [Description: Description: http://tbn0.google.com/images?q=tbn:JWqAYu8g-fuy0M:http://www.umanitoba.ca/…]<http://images.google.ca/imgres?imgurl=http://www.umanitoba.ca/chemistry/new…> þ Please consider the environment before printing this e-mail

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RESOLVED: UMPLAN System Errors
by Kristine Ward 07 Nov '17

07 Nov '17

Good Morning Yesterday we shared with this group that UMPlan was not functioning properly and clients were experiencing error messages when accessing forms and reports. We are happy to advise that all issues have been resolved and the planning and budgeting tool is now working as expected. We apologize for any inconvenience and thank-you for your patience while teams worked towards reinstating this service for you. Kristine Ward Assistant Manager, Financial Systems Financial Services 410 Administration Building Winnipeg, Manitoba ∙ R3T2N2 ∙ Canada Phone: 204.272.1669 www.umanitoba.ca<http://www.umanitoba.ca/eprocurement> [Description: Description: http://tbn0.google.com/images?q=tbn:JWqAYu8g-fuy0M:http://www.umanitoba.ca/…]<http://images.google.ca/imgres?imgurl=http://www.umanitoba.ca/chemistry/new…> ? Please consider the environment before printing this e-mail

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UMPlan System Errors
by Kristine Ward 06 Nov '17

06 Nov '17

The UMPlan system did not refresh properly over the weekend; resulting in error messages when accessing all functions in the system. We are working with IST to reinstate service as quickly as possible. Once the issues have been resolved an update will be provided. Thank-you for your patience and understanding. ________________________________ Aurora Finance Customer Service Phone: 204.480.1001 http://umanitoba.ca/computing/renewal/aurora/finance/index.html [Description: Description: http://tbn0.google.com/images?q=tbn:JWqAYu8g-fuy0M:http://www.umanitoba.ca/…]<http://images.google.ca/imgres?imgurl=http://www.umanitoba.ca/chemistry/new…> þ Please consider the environment before printing this e-mail

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Additional Build Your Budget Sessions Available
by Kristine Ward 26 Oct '17

26 Oct '17

To assist you through the budget planning process, two additional Build Your Budget sessions are available at the Fort Garry Campus on October 30th and October 31st. These sessions are up and ready for registration on the LOD Course Registration site<https://umanitoba.gosignmeup.com/public/Course/browse?viewstate=eyJWaWV3TGl…>. Each course is set up with the access code of BUILDOCT17 Should you have any questions regarding the sessions or schedule, please email Breanne Stoller<mailto:Breanne.Stoller@umanitoba.ca>, Training Operational Team Lead. Kristine Ward Assistant Manager, Financial Systems Financial Services 410 Administration Building Winnipeg, Manitoba ∙ R3T2N2 ∙ Canada Phone: 204.272.1669 www.umanitoba.ca<http://www.umanitoba.ca/eprocurement> [Description: Description: http://tbn0.google.com/images?q=tbn:JWqAYu8g-fuy0M:http://www.umanitoba.ca/…]<http://images.google.ca/imgres?imgurl=http://www.umanitoba.ca/chemistry/new…> ? Please consider the environment before printing this e-mail

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