Interpreting Plan and Forecast Data in MyReports

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Overview

This reference explains how to interpret the Plan and Forecast Data in the MyReports Plan and Forecast columns.

How is Plan and Forecast Data Brought Into and Displayed in MyReports?

Data in the Plan and Forecast columns of the MyReports Operational and Management reports comes from UPlan, UCSF’s planning system:

  • Plans are created annually in UPlan during the spring for the next fiscal year and are fed to the data warehouse early in the fiscal year. Once the Plan is finalized, the data is not updated during the fiscal year. MyReports pulls UPlan data from the data warehouse and incorporates it into the reports.
  • Forecasts are updates to Plans developed in UPlan. Forecasts contain actual financial results for closed months and updated forecasts for the remainder of the year. Forecasts are fed to the data warehouse every Friday evening. MyReports pulls the forecast data from the data warehouse and incorporates it into the reports.

UPlan does not use the chart of accounts in exactly the same way as PeopleSoft. Review the attached quick reference for key differences in how data is displayed when viewing Operational and Management reports in MyReports.

ChartfieldPeopleSoftUPlan
Account 
  • Transactions post at Level F of the Account tree (most detailed level) 
  • Planning occurs at Level C of the Account tree for most units and at Level E for Financial & Administrative Services (FAS)
  • Reports run at Account Level D, E, or F for non-FAS units will not contain plan or forecast data
  • Reports run at Account Level F for FAS will not contain any plan or forecast data
Fund
  • Includes five types of Funds: Current, Plant, Agency, Loan, and Endowment Principal
  • Planning occurs for Current and Plant Funds only
  • Reports run for Agency, Loan, or Endowment Principal Funds will not contain any plan or forecast data
Dept ID
  • Transactions always post at the lowest level of the DeptID tree. Since not all departments have the same levels, posting occurs at different levels of the DeptID tree.
  • Planning occurs at a higher level of the DeptID tree for some departments in School of Medicine (SOM) and School of Dentistry (SOD)
  • For these departments, reports run at a level below the planning level will not contain any plan or forecast data
Project

 

  • Transactions post at the individual Project level

 

  • UPlan does not allow plans for individual Projects in four Project uses:
    • Sponsored Projects
    • Recruitment Projects
    • Retention Projects
    • Faculty/PI/Other Projects
  • Operational and Management reports run for a Project within these uses will not contain any plan or forecast data
  • Projections for individual Projects within these Project uses that are faculty-controlled can be created in MyReports Portfolio Projections and viewed in MyReports Faculty Portfolio Reports
Flexfield
  • Transactions may include a value for Flexfield
  • Does not enable planning by Flexfield
  • Reports run for a specific Flexfield value will not contain any plan or forecast data
Function
  • Transactions include a value for Function
  • Does not enable planning by Function
  • Reports run for a specific Function value will not contain any plan or forecast data
Business Unit
  • Transactions include those for UCSF Health, UCSF Foundation, and other Business Units
  • Is only available for the campus Business Unit, SFCMP
  • Reports run for Business Units other than SFCMP will not contain any plan or forecast data
Activity Period
  • Transactions may include a value for Activity Period
  • Does not enable planning by Activity Period
  • Reports run for a specific Activity Period value will not contain any plan or forecast data

Additional Information and Assistance