This toolkit provides the needed resources for UF Support Unit Budget Personnel who request and manage budgets for each fiscal year using the UF Hyperion Budgeting application. It includes coverage of the budget cycle, requesting budgets using the budget preparation and support unit worksheets, using View Forms, Calculating and Allocating Compensation Budgets, and using Smart View.
The PST954 UF Hyperion Budgeting course is required to obtain and retain the UF_N_BP_COLLEGE_PLANNER role. In addition, we highly recommend the budget personnel for a support unit to take the annual classroom training provided by the University Budget Office.

You may notice the navigation in myUFL is different than what is shown in these training resources.  Rest assured, these changes are primarily look and feel differences. All policies and procedures discussed in these materials are accurate and up to date. Training materials will be updated to reflect the new look and menu of myUFL.

Instruction Guides

Support Unit Budget Request In Hyperion PDF

Support Unit Budget Request Cycle Overview
Support Unit All Funds Cycle Overview PDF


PST954 UF Hyperion Budgeting is a required online course that must be completed before requesting the UF_N_BP_COLLEGE_PLANNER role.  This is the role that allows you to budget using Hyperion and/or SmartView.

In addition, specifically for Support Units and Hybrids, the University Budget Office provides classroom trainings each year when the Support Unit Budget Request cycle starts. This training serves as a refresher class. It will go through the major processes during the Support Unit Budget Request cycle. An email notification will be sent out to people who has the UF_N_BP_COLLEGE_PLANNER role. It is not mandated but highly recommended.

The University Budget Office also offer open labs when Hyperion is open to help people onsite while they are budgeting and planning in Hyperion.

Security Roles

Lists and descriptions of all UF security roles may be found on the Identity & Access Management website.

  • The UF_N_BP_COLLEGE_PLANNER role enables you to access UF Hyperion Budgeting within myUFL to manage Budget Preparation and All Funds Budget—and to submit budget requests (Support Units/Hybrids).

Other Resources

There is an additional online toolkit that provides instruction guides of all relevant processes in Hyperion and SmartView. Click here to access the Hyperion Budgeting toolkit.

Contact Information

UF Budget Office: 392-2402
For Technical Issues, contact the UF Help Desk: