UCM Plan is UC Merced’s integrated financial budgeting module, designed to streamline campus-wide budget processing, forecasting, and financial reporting. It supports strategic decision-making by offering enhanced data transparency, improved reporting capabilities, and greater efficiency.
UCM Plan enables accurate and accessible financial insights to support informed resource management across the university.
- Software Requirement
- UCM Plan Access
- UCM Plan Shared Resources Folder
- Teams Channel: UCM Plan/EPM Resource Hub
- Additional Resources & Tools
- Feedback
SOFTWARE REQUIREMENT
The following is required in order to maximize the use of UCM Plan:
- A laptop with SmartView add-on installed. For SmartView installation:
- Submit a ServiceNow ticket request for consultation and support (Window & Mac Users) OR
- Self-Service Installation Instructions (Windows Only)
UCM PLAN SHARED RESOURCES FOLDER
Access shared resources any time via our new Shared Resources Folder: UCM Plan Shared Box Folder (SSO Required)
Inside, you’ll find:
-
Frequently Asked Questions curated by the technical team
- User-submitted tips, tools, ad-hoc reports, and helpful documentation
Want to contribute? Upload your resources, tips, or best practices here: Submit a Resource (SSO Required)
This is a community-driven effort to support each other in using UCM Plan effectively.
(Note: Uploading a resource does not imply responsibility to provide follow-up support.)
TEAMS CHANNEL: UCM PLAN/EPM RESOURCE HUB
ADDITIONAL RESOURCES & TOOLS
Coming soon...
HELPFUL LINKS
UCMPLAN LOGIN UCM PLAN SHARED RESOURCES UCM PLAN ACCESS REQUEST
FEEDBACK
We’re committed to continuous improvement. You can provide feedback via:
- Email us at dofa@ucmerced.edu
- Post anonymous feedback at Ask DFA
