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Tools & Functionality

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Tools & Functionality

Adaptive Planning will enable users at the college/unit and institutional levels to:

  • Budget at the departmental, fund, program, and project level in alignment with our PeopleSoft chartfield spreads;
  • Create a budget(s) that reflects source changes throughout the year, including for personnel salary funding changes;
  • Forecast at multiple operational levels;
  • Follow a clear and auditable approval workflow for budget change requests;
  • Run position control reports to show budgets and changes at the position level, as well as changes to payroll expense distributions;
  • Forecast revenue and expense scenarios using customized assumptions for various revenue sources, including tuition, fees, and auxiliary revenues.
  • Analyze data from multiple university systems, such as PeopleSoft Financials and HCM, and Banner.

Reporting capabilities will include:

  • Simple, easy-to-access variance analysis of budget versus actual at various levels, including GL account code, department, college, and institution;
  • The ability to drill down within reports to show greater granularity;
  • Running reports on an automated schedule and emailing to other users;
  • Ad hoc budget reports;
  • Customizable dashboarding on budgets and budget-to-actuals at multiple levels, in addition to key metrics.