This area is where you can find procedures on completing or budget and planning tasks such as: setting preferences and variables, creating a position budget, and reviewing reports.

Articles (6)

Pinned Article Planning and Budgeting Resources and Training

This article teaches users about planning and budgeting tasks at UW. The WyoCloud Planning and Budgeting module supports business processes that are related to the University’s budget model and aids in the creation of budgets and forecasts.

Logging in and Reviewing the Home Screen Layout

This article gives more information about how to log in to and navigate the WyoCloud Planning and Budgeting system. Note that access is limited to select users and is solely based on roles (i.e., budget responsibilities).

WyoCloud EPM Cloud Planning Module Setting User Preferences and Variables

This article explains how to tweak preferences and variables so that searches in the system can be better targeted towards your needed data. Preferences allow you to customize and define your results in the WyoCloud Enterprise Performance Management (EPM) Cloud Planning module.

Creating a Position Budget in WyoCloud Enterprise Performance Management (EPM) Cloud Planning Module

This guide will show you how to create a position budget in the WyoCloud EPM Cloud Planning module. Prior to creating a budget, you should set up preferences and understand the terminology within the system.

Creating a Budget in WyoCloud Budget Planning

This guide will show you how to create a budget in the WyoCloud Planning and Budgeting module. Prior to creating a budget, you should set up preferences and understand the terminology within the Planning and Budgeting System.

Submitting Budgets and Reviewing Reports

This QRG will review how to submit, review, and export budgets.