Budget Systems

Select one of the budget systems listed for help with the following:

  • Authorization process and forms
  • Training requests and materials
  • Helpful information (e.g., user guides, Hyperion (InfoAccess) queries)
Compensation Administration Tool (CAT)
A UW System maintained PeopleSoft HRS application used for the operating budget


Plan UW: Planning & Budgeting Cloud System
A UW System maintained cloud-based application used for the operating budget

(Effective FY 21-22 includes Planning Allocation functionality)

Planning Allocation System (Effective FY 21-22 within Plan UW)
A web-based application with real-time access to planning allocations

Budget Development Reports
Online reports that provide information on various aspects of the budget

A UW System maintained database of budget (current and historical) data and monthly payroll data. You will need Hyperion query software to access this information.