91´«Ã½

This new Anaplan functionality will greatly help to streamline HR and budgeting process flows for all compensation cycle employee populations.Ìý

The core team met and interviewed individuals across campus to gather feedback and insights about a new budget tool.

Some questions that were asked:

• What pain points do you have with the current annual budget process?
• What do you like in the current process that you would not want to lose?
• What features in the tool would be helpful for your unit?

Budget & Fiscal Planning uploads July budget into finance system.

Campus will review all budgets to reconcile to full Boulder budget prior to upload.

July budget due to campus for review.Ìý(Date reflects when final budget is due to the campus. Internal deadlines may vary by unit.)

Department/Unit approvers will review and mark budgets completed.

July budgets are due. Budget deadline for the fiscal year.

Corresponds with the continuing budget cut-off date. At this point, your budget data will stop moving within the tool. Allows you to finish your planning process.Ìý

This is the date when we will change the environment in the Anaplan Budget Tool from test to production.

February 5 - March 1

Anaplan Budget Tool is in the test/train environment to allow for campus learning and development.

Training Opportunities:

• Campus-wide sessionsÌý– Feb. 5, 7, 14 and 21.
• Individual trainingÌýsessions scheduled as needed.
• Open office hours - Fridays at 10 a.m.
• Campus-facing SharePoint site.

This is the targeted go-live date for the budget tool to be deployed to campus.

The budget tool is deployed to Budget and Fiscal Planning. Administration training, release activities, and end-user training initiatives are launched before the go-liveÌýdate.

Testing begins with system integration and user acceptance.

Work begins on metadata, data integrations, model configuration, internal unit testing, and hands-on workshops.

Thank you to all whoÌýassisted in cleaning up the active vacant positions in HCM in preparation for the new campus-wide budget tool!ÌýWe received 100% participation across campus and inactivated over 8,000 vacant positions that are no longer needed.

Employee Services has completed the upload on our behalf and the positions are now inactivated in HCM. Positions with current incumbents or payroll this fiscal year were excluded from the upload.

Core team begins meeting biweekly with vendor to discuss overall project requirements and high-level design. Expected to continue through September.Ìý

Campus budget representatives​​ from across campus were invited to join the budget tool implementation project team.Ìý

Budget officers were asked to review active vacant positions and identify positions to be inactivated. This will reduce the number of positions that departmental units need to review each year in the tool.

Campus members were invited to this town hall to discuss the budget tool timeline, project governance structure, details about what you might expect from the tool and the next steps.

• View theÌýslide deckÌýand ZoomÌý.

PresentationÌýto UELT (University Executive Leadership Team) on the budget tool timeline, project governance structure, details about what you might expect from the tool and the next steps.

Presentation to campus FLC (Financial Leadership Council)Ìýto outlineÌýthe budget tool implementation project.Ìý

The budget tool vendor selection committee metÌýregularly toÌýreview case studies, compile and analyze feedback from campus members, "score" vendors, and review requests for proposals.