Important Updates

August 6, 2020

Planning Reopened for Entries

Data forms are now open for updating the Working FY21 Forecast and Working FY22 – FY26 Budgets.  Similar to timing used in prior years, the pre-populated AIF income lines will be updated and reloaded near the end of August. Click to open Planning application

July 21, 2020

FY21 Fiscal Year Advance in Planning

FY20 will come to a close for schools and centers the night of Tuesday, July 21st, so on Wednesday (after the warehouse loads are finished), we’ll be taking steps to advance the fiscal years in Planning and populate beginning balances for FY21.  It will take some time to run the necessary data extracts, plus transfer […]

July 17, 2020

FY21 Budget Calendar

The FY2021 Budget Calendar lists key deadlines for the current fiscal year. The Budget Calendar can be easily accessed via our homepage, or you can access a downloadable version at the link below.

June 25, 2020

FY21 University Operating Budget Now Available

The FY21 Operating Budget is now available via the link below. This publication details extensive budgetary and programmatic information for the University as well as for individual responsibility centers and the Health System. Please reach out to our office if you would like additional information or to arrange an orientation or training session for your […]

May 27, 2020

The Planning User Access Request Form is now fully online

We’ve migrated away from the hard copy request form and you can now submit a request for Planning user access online. The link is below and in the Budgeting Resources section of our site. Planning User Access Form

May 15, 2020

Budget Freeze on Sunday 5/17 @ 7pm

As we proceed with consolidating and readying materials for next year’s budget, we will be locking out changes to Planning beginning on Sunday night at 7pm.   The system will remain available until Sunday night but we encourage everyone to finalize last minute adjustments by close of business on Friday, 5/15 if possible.  If after […]

May 13, 2020

FY20 Year-End Closing Instructions

The FY 2020 year-end closing schedule and deadlines include numerous changes from the prior year. Please review the information carefully. Please contact the Comptroller’s Department with any questions.

April 28, 2020

FY20F and FY21B COVID-19 Financial Risk Registers Due Fri. 5/8

Please note that in addition to updating your previous Financial Risk Register, which focuses on FY20, we ask that you complete a risk register to estimate the financial impact of the pandemic on your FY21 budget.  The FY21B risk register template was emailed on 4/28/20. Please submit both registers to Kimber VanSant ( by Friday, […]

April 17, 2020

Tuesday 4/21 Budget Planning Virtual Session: International Students & Enrollment Planning

Join us on Tuesday, April 21 from 1:00-2:00 PM for a discussion with Amy Gadsden, Associate Vice Provost for Global Initiatives and Executive Director of Penn China Initiatives. She will give a sense of the numbers by region and some of the challenges being monitored with regard to visas and OPT.  Trevor will also present […]

April 15, 2020

Budget parameters released, budget timelines extended, and narrative requirements reduced to help Schools and Centers complete their planning amidst uncertainty

A detailed budget submitted in Planning to the University Budget Office is now due April 30 for resource and administrative centers and May 7 for schools. We have granted a week-long extension to give you more time to evaluate the impact of the COVID-19 outbreak on your budgets.  The final budget submission will be loaded […]