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.

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.

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Budget Resources

Find UC Davis budgeting resources.

UC Davis Budget Cycle

Quarterly Variance Reporting Workflow Requirements


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New to Planning?

Get started with introductory online Planning courses.

 

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Latest Planning News

Planning User Group Meeting: Data Drilling - Recording Available

The November 2026 User Group Meeting covered key data drilling concepts and included a live demonstration of the new feature.

Planning User Group Meeting: Carryforward Classification and Deficit Management Review - Recording Available

The October 2026 User Group Meeting provided a walkthrough of carryforward classification and guidance for reviewing the Deficit Management Report.
 

 

Resuming Planning Office Hours on October 6, 2026

Aggie Enterprise Planning Office Hours will resume on October 6, 2026 at 11:00 a.m. Bring your questions for one-on-one assistance or learn from discussions with other users to gain new insights. Our subject matter experts will be available to provide guidance and help you find answers.

We look forward to seeing you there.

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Upcoming Planning Events