Aggie Enterprise Planning is a comprehensive budget forecasting tool.
The Planning module is divided into two key areas: Workforce Planning and Financial Planning.
- Workforce Planning includes labor planning at the aggregated level by job code.
- Financial Planning includes revenue planning, non-personnel expense planning, forecasting and funding requests.
Be sure to use UC Davis Sign-on when logging into Planning; review Logging into Planning instructions.
AggieBudget to Aggie Enterprise Planning Transition Timeline
Timeline (PDF) | Text Alternative
Log In
Related Resources
- AggieBudget
- UC Davis Budget Process
- AggieBudget User Group Meeting
Learn how the Aggie Enterprise project will impact FY25 planning.
Contact Us
- Aggie Enterprise Help
- Planning Office Hours
- Operating Hours
- Monday-Friday 8 a.m.-8 p.m.
- Aggie Enterprise Planning may be unavailable on weekends due to scheduled maintenance.
- Connect with us on Slack
- #aggiebudget-ae_planning
Planning Resources and Training
How-To Videos | Self-Paced Training | Knowledge Base Articles / Online Help | Glossary
How-To Videos
Check back for new videos as they become available.
Getting Started Videos
Reference Report Video
- Use Reference Reports to look up CoA segment values used in Planning
Workforce Planning Videos
Self-Paced Training
Self-paced eLearning courses are hosted in the UC Learning Center. Click a course starts the course in the UC Learning Center.
Check back for new eLearning courses as they become available.
Course 1 - Getting Started
Get started with Aggie Enterprise Planning. Learn how to log in, access key modules and features from the Home page, set required and recommended user preferences, and work with forms (spreadsheet-like interface for planning tasks).
Approx. 30 min
Applicable Aggie Enterprise Planning User Groups:
- All users
Course 2 - Workforce Planning
This course is designed for Aggie Enterprise Planning users who will be reviewing and adjusting workforce data in the application.
Workforce planning is the process of evaluating the current labor pool, assessing business needs, identifying potential labor gaps, and creating a plan to meet future labor demand.
Approx. 45 min
Applicable Aggie Enterprise Planning User Groups:
- Planner
Additional Resources
| Title | Format | Description |
|---|---|---|
| Aggie Budget User Group Meeting (January 26, 2023) | Video | Plans and preparations for the transition from Aggie Budget to Aggie Enterprise Planning. |
| KB0010128 Create Access Requests | Knowledge base article | Instructions on how to request access to Planning. Note: Planning and Aggie Enterprise are different applications and have different Security Liaisons. Your Aggie Enterprise access does not automatically grant you access to Planning, so you must contact your unit's Planning Security Liaison to submit a separate access request. |
| Aggie Enterprise Planning Go-Live Support Resources Guide | This guide provides resources to help users get started in Planning. |