- UMPlan-Clients - University of Manitoba Mailing Lists

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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