Training

Plan UW is cloud-based and can be accessed via any computer with internet access. Mozilla Firefox is the recommended browser when using Plan UW.

Plan UW Background Materials

• Intro to Plan UW pptx
• Navigating Plan UW pptx

Training Slide Decks

• Budgeting in Plan UW Part 1 pptx - Setting User Variables, Salary & Wage Review, Fringe Rates, and Non-compensation
• Budgeting in Plan UW Part 2 pptx - Revenue, Budget Review, and Budget Reports
• Smart View Training pptx
• Current Year Forecast Training pptx
• Multi-Year Forecast Training pptx
• Planning Allocation Training pptx

Plan UW Redwood

• PlanUW Redwood pptx
• Plan UW - Redwood Platform Meeting Recording mp4

Training Videos

CY & MY Forecast Training

• Budget pdf
• Current Year Forecast docx
• Multi-Year Forecast pdf

• Planning Allocation pdf

• Creating Report in Smart View Ad Hoc docx
• Budget Report Inventory pdf
• Reporting examples

• Plan UW Account Level Documentation v.9 xlsx
• Plan UW Budget Account Levels V.3 pptx

PlanUW Lunch & Learn 3/19/19: Smart View Webforms and Ad Hoc Grids

• Smart View Forms and Grids pptx

PlanUW Lunch & Learn 7/28/18: Smart View Overview