This toolkit provides the needed resources for completing the all funds budget within the UF Budget Planner.

Instruction Guides

All Funds Budget Reports PDF
All Funds Budget Submission Process PDF
Compensation Sheet PDF
Filtering Data & Display Options PDF
Importing & Exporting Data PDF
Non-Compensation Sheet PDF
Orientation PDF
Pooled Compensation Sheet PDF
Revenue Sheet PDF

Training

UBP100 UF Budget Planner Training

Security Roles

The following security roles are required for All Funds Budget processes in UF Budget Planner:

  • UF_N_UBP_SYS_ADMIN
    • Administrative role, those who are system administrators for UF Budget Planner.
  • UFN_UBP_CORE_OFFICE
    • University Budget Office role, those who work at the University Budget Office responsible for handling budgeting in UF Budget Planner for all of UF.
  • UF_N_UBP_COLLEGE
    • College Level Budget Officer role, those who work at the college level or SVP/VP level responsible for handling budgeting in UF Budget Planner for their college/SVP/VP.
  • UF_N_UBP_DEPT
    • Department Level Budget Officer role, those who work at the departmental or unit level within a college responsible for handling budgeting in UF Budget Planner for their department/unit.
  • UF_N_UBP_VIEW
    • Read Only role, those who have read only access to the sheets, reports and dashboard.

Other Resources

There is an additional online toolkit that provides resources for Budget Planner. Click here to access the Budget Process and System Evaluation page.

Contact Information

UF Budget Office: 392-2402
For Technical Issues, contact the UF Help Desk:
392-HELP
helpdesk@ufl.edu