On March 16, the new Annual Plan module in Oracle Enterprise Performance Management (EPM) will open for input. Authorized users will utilize the Annual Plan to proactively outline a department’s expected use of available resources for the upcoming fiscal year.                                                                                                                                              
Training will be required for all users who will need to access Annual Plan in EPM; please confirm with your business officer or division’s control point if you are unsure whether you will have access and therefore need to complete training.                                                                                                               

Annual Plan training will be held on the following dates, with registration available now in the LMS:

As a reminder, the Budget Office and Office of Financial Training will provide reference guides, office hours, and other resources to support both planners and reviewers throughout this cycle, which can be found here. This first year is intentionally focused on learning, consistency, and transparency, with refinements and enhancements to follow in future cycles.

Thank you in advance for your engagement and participation in required training.