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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

FY27 Planning User Group Meeting: Intro and Workforce Planning - Recording Available

  • by Edna Liu
  • February 17, 2026
  • Planning
  • User Groups

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. 

Aggie Enterprise Planning: January FY26 Actuals

  • by Edna Liu
  • February 11, 2026
  • Planning
  • Planning

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:

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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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