UCM Plan

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

All UCM Plan users are added to the UCM Plan/EPM Resource Hub Teams Channel. It’s your go-to space for key updates and announcements, peer collaboration, and ongoing support during hypercare and beyond.

Note: ServiceNow tickets remain the primary method for submitting requests. The Teams channel is intended for announcements, collaboration, and informal discussion.