Interpreting 2013-14 UPlan Plan Data in MyReports - Quick Reference
MYR-208b
Purpose of this document
Between now and June 30, plan data visible in UPlan and in certain MyReports reports will have differing levels of completeness due to their sources, which will
vary by control point. This document helps users better understand how to meaningfully interpret this plan data.
Why is there data missing from the 2013-14 Plan?
Due to the timing of UPlan Go-Live, the 2013-14 Plan is based on data in the permanent budget. If UPlan had been launched a year earlier, Planners would have
built a complete plan for 2013-14 during spring 2013 which would then appear in UPlan (and any related MyReports report).
Instead, the UPlan team has converted data from the campus permanent budget for 2013-14 to the new chart of accounts and loaded it in the 2013-14 Plan
column in UPlan. Because the campus permanent budget included only a limited set of funds (e.g., no sponsored projects or private gifts) and very little
account-level detail, these plans are incomplete and not detailed. However, they do provide a guide to the permanent budget. For FAS units, a complete budget
was provided and uploaded.
How should I use this information?
Keep in mind what data is included, and more importantly missing, for your control point for the 2013-14 plan year when reviewing reports, and consult other
resources as needed to review missing data.
What is or is not included in my 2013-14 Plan data?
Other
Control Points
FAS
2013-14 Plan
Source of Data
FAS's own planning system, covering all FAS Units, funds, and projects at level E of the Account tree
Completeness of Data
Complete; no missing data
Granularity of Data
Level E
Source of Data
Campus Permanent Budget, previously stored on PeopleSoft
Data included
Incomplete, includes permanent funds only: state funds, campus core funds, ICR, tuition and fees, Regents' endowment
earnings, and some sales and service and other funds; See Appendix A
Missing Data
Sponsored projects, private gifts and Foundation endowment earnings, and certain other non-permanent sources
Granularity of Data
Expense accounts in the permanent budget are not as granular as Level C of the new Account tree; See Appendices B and C
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Interpreting 2013-14 UPlan Plan Data in MyReports - Quick Reference
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Appendix A: Funds that may have data in the 2013-14 Plan
The following Funds in the new COA correspond to funds in the old campus permanent budget:
Fund
1884 State lottery fund
1900 State educational appropr
1915 IUCRP biotech - UC Discovery
1924 Student academic prep progs
5200 Opportunity fund
5210 Educational Fund
1933 UC general fund
5000 Campus Core Fund
5011 Dental Clinic
5012 Neuropsychiatric Hospital
5013 Dental Comp Plan
5014 Medical Comp Plan
5018 Sale & Service Other [Bud]
5019 Sale & Service Other [Non-Bud]
5020 Sales & Service Teaching Hosp
5030 Sales & Service Aux Enterprise
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Fund
3100 Student services fee
3000 Tuition
3010 Nonresident Supplement Tuition
3030 Prof degree tuition, medical
3040 Prof degree tuition, dentistry
3050 Prof degree tuition, nursing
3060 Prof degree tuition, pharmacy
3070 Misc professional fees
3080 Other student programs
3110 Other student fees
3020 Summer sessions
7710 Endowment earnings - Regents
5100 Service Enterprises
5130 Oth Srcs Other [Non-Bud Unrst]
5150 Other Sources Other [Bud]
1999 Other Sources UC Programs
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Interpreting 2013-14 UPlan Plan Data in MyReports - Quick Reference
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Appendix B: Revenue data
2013-14 Plan revenue amounts were mapped to Level C Revenue Accounts as follows:
Fund
Level C Account
1884 State lottery fund
1900 State educational appropr
1915 IUCRP biotech - UC Discovery
1924 Student academic prep progs
5200 Opportunity fund
5210 Educational Fund
1933 UC general fund
5000 Campus Core Fund
5011 Dental Clinic
5012 Neuropsychiatric Hospital
5013 Dental Comp Plan
5014 Medical Comp Plan
5018 Sale & Service Other [Bud]
5019 Sale & Service Other [Non-Bud]
5020 Sales & Service Teaching Hosp
5030 Sales & Service Aux Enterprise
3100 Student services fee
3000 Tuition
3010 Nonresident Supplement Tuition
3030 Prof degree tuition, medical
3040 Prof degree tuition, dentistry
3050 Prof degree tuition, nursing
3060 Prof degree tuition, pharmacy
3070 Misc professional fees
3080 Other student programs
3110 Other student fees
3020 Summer sessions
7700 Endowment earnings - Foundation
7710 Endowment earnings - Regents
5100 Service Enterprises
5130 Oth Srcs Other [Non-Bud Unrst]
5150 Other Sources Other [Bud]
1999 Other Sources UC Programs
4000C: General state
appropriations
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4100C: ICR appropriations
4153C: Other clinical revenue
4200C: Sales & service
4300C: Student tuition & fees
4350C: Endowment income
4600C: Assessments / other
revenues
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Interpreting 2013-14 UPlan Plan Data in MyReports - Quick Reference
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Appendix C: Expense Data
Because expense budgets in the permanent budget were stored at the Subaccount level and not at the NCA or NCA group level, the expense plans included in
the 2013-14 Plan are not fully delineated by Level C Account:
•
•
•
•
•
Salary amounts for academic employees were stored as a single amount in the permanent budget (subaccount 0). These have been mapped to 5000C –
Faculty Salaries.
Benefits amounts in the permanent budget were stored as a lump sum (subaccount 6) and not broken out by employee type (faculty, non-faculty
academic, staff). Therefore, in the 2013-14 Plan, they were mapped to Account 5060C – Staff Benefits.
Other non-salary amounts (subaccounts 3, 4, 5, and 7) were mapped to Level C accounts as shown in the table below.
Recharge expense offset amounts (subaccount 9) were re-coded as revenue in Account 4250C Recharge revenue.
Unallocated expense amounts (subaccount 8) were not uploaded. As a result, in cases where all expenses were unallocated, the revenue amount for the
particular DeptID, Fund, and Project combination will appear in the 2013-14 Plan, but no expense amounts will appear.
Subaccount
Level C Account
0
Academic Salaries
5000C: Faculty Salaries
1
Staff Salaries - Exception Time
5050C: Staff Salaries
2
Staff Salaries - Positive Time
5050C: Staff Salaries
6
Employee Benefits
5060C: Staff Benefits
3
Non-Payroll Operating Costs
5580C: Other Expense
4
Equipment and Facilities
5700C: Capital Equipment
5
Special Items
5550C: Services
7
Special Items
5515C: Supplies
8
Campus Unallocated
Not uploaded to UPlan
9
Recharge Credits
4250C: Recharge Revenue
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