Anaplan is a cloud based application used for the planning and budgeting process on campus. To get an access to Anaplan, please fill out the Anaplan Access Form. Access to Anaplan will require approvals by the Fiscal Officer of the requester's division.
The following provides additional detail to fill out this access form:
1. Title:
Enter a relevant Title Description for the request. For Example, Access to Funding Request App.
2. Select App:
Based on the Access Requirement, select the appropriate App. For example, if a user needs to request new funding for an existing vacant position or new position, select "Funding Request". Similarly, if a user needs to view historical budget data in Anaplan or needs to develop/amend the current budget for their department or division, select "Budget".
3. Fiscal Year:
This field will only display if a user selects "Budget". Enter the fiscal year(s) needed to be accessed in Anaplan. Past budget years will be accessed with view-only permissions. During budget entry portion of the fiscal year budget cycle, users will have the ability to create/amend the budget for the upcoming fiscal year.
4. Select Role:
This field will list roles available based on App selection.
For "Funding Request", the available roles are:
- Central Budget Officer
- Unit Fiscal Officer:
- Executive
For "Budget", the available roles are:
- Central Budget Officer: access applicable to budget officer only.
- Unit Fiscal Officer: user can submit and approve any budget related operation for their unit or cost center for which they have access.
- Operating and Position: user can submit any operation related to fiscal or position budgets for their unit or cost center. This user cannot approve transactions.
- Position: user can submit all position-related operations from external units and cost centers. This user cannot approve transactions.
- Operating: user can submit any operation related to fiscal budgets for their unit or cost center.
For any additional information regarding these roles, please contact budget office.
5. Select Unit:
Select the unit for which access is needed for viewing/editing budgets or submitting funding requests. This unit will be considered the user's assigned unit.
6. Select Cost Center:
Select the cost center(s) for which access is needed for viewing/editing budgets or submitting funding requests. A user can select multiple cost centers. If a user need all cost centers under specific unit, select all cost centers.
7. Need Same Access As:
If the needed access is the same as another user, please enter their full name followed by email address. It will get higher precedent over unit and cost center.
8. Additional Information:
Provide any additional information as needed.