Trend-based financial planning and forecasting use patterns in historic data to develop estimates. You have the option of choosing different trends for individual account categories. In this video*, you'll learn about the different trend selections, the scenarios in which each trend might be applicable, and step-by-step instructions on how to choose a planning trend.

See also KB0010489 Select Trends for Individual Account Categories.

The Working version and Plan scenario planning data for February FY26 has been replaced with actuals.

A snapshot of the following is available for reference:

The last of the three FY27 Aggie Enterprise Planning User Group Meetings provided guidance and demonstrations for funding requests and Planning reports. An update about Carryforward Classification was also provided.

The second of three FY27 Aggie Enterprise Planning User Group Meetings provided guidance and demonstrations for budget plan approval workflows, revenue and non-personnel planning using the Financials module, Contracts and Grants planning, and available resources for Planning users. 

The first of three FY27 Aggie Enterprise Planning User Group Meetings provided an introduction to the FY27 budget planning timeline, the Planning chart of accounts, guidance and demonstrations of Workforce Planning tasks, and review of available resources for Planning users. 

The Working version and Plan scenario planning data for January FY26 has been replaced with actuals.

A snapshot of the following is available for reference:

To ensure Aggie Enterprise Planning has up-to-date actuals, FY25 Period 13 data was reloaded. The reloaded data accommodates updated FY25 June actuals. (The last FY25 Period 13 actuals load occurred on 8/11/25.)

FY25 Period 13 remains open, but we do not anticipate additional transactions to post.