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Planning Resources, Training and News

The Aggie Enterprise Planning application is primarily used by unit fiscal officers with support from BIA to create financial plans and forecasts for UC Davis at the Planning Account category, Planning Fund category, and Financial Department level of the chart of accounts.

Log Into Planning

 

System Operating Hours: Monday-Friday 8 a.m.-8 p.m. Aggie Enterprise Planning may be unavailable after hours or on weekends for scheduled maintenance.

 

 

 

Need Help?

Browse the Knowledge Base

Submit Help Request

Join Planning Slack Channel

See Office Hours Schedule

Budget Resources

See more about the budgeting process at UC Davis.

  • Budget Cycle
  • Variance Reporting

 

View All BIA Resources

New to Planning?

Get started with introductory online Planning courses.

  • PL101 - Getting Started with Planning
  • PL102 - Workforce Planning

 

View All Courses

Latest Planning News

Aggie Enterprise Planning Scheduled Downtime

  • by Edna Liu
  • August 03, 2026
  • Planning
The Aggie Enterprise Planning will be unavailable on 8/11/2026 to prepare for FY27. During this time:
  • June FY26 actuals will be loaded.
  • FY27 working plan will be preserved as the FY27 final plan.
  • FY27 in-Year forecasting will be available.
  • July FY27 actuals will be loaded.
Please plan your work accordingly.

For questions, contact the Aggie Enterprise Help Desk.

New Troubleshooting Approval Workflows Article Now Available

  • by Edna Liu
  • May 05, 2026
  • Planning
A new Aggie Enterprise Planning knowledgebase article, Troubleshoot Approval Workflows, is now available. Based on user feedback, the article provides guidance for identifying and resolving common issues in the Approvals module, including errors, unexpected behavior, and approval unit ownership updates. Read the article.

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View All Planning News

Budget Resources

Find UC Davis budgeting resources.

UC Davis Budget Cycle

Quarterly Variance Reporting Workflow Requirements


New to Planning?

Learn system navigation and how Planning manages data.

Take Introductory eCourse

TakeWorkforce Planning Course


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