Reimagine Budget – Anaplan Budget Replacement

Project Leader: Michele Knox
Project Manager: Julie Urbano

Project Objective: Implementation of Anaplan, a planning and modeling software solution that
facilitates more transparent, collaborative processes including budget development as well as other
reporting and planning initiatives.

Stakeholders:

• Faculty
• Staff
• Business Officers
• Board of Trustees

Timeline:

• Mar 23 - Feb 24:
  • Anaplan scoping, planning and configuration
  • User training
• Mar 24 - Jun 24:
  • FY25 Budget Development -Follow normal budget development and approval process in Anaplan
• Aug 24 - Mar 25:
  • In-year Forecasting configuration and reports
  • User training on reports
• Mar 25 - Jun 25:
  • FY26 Budget Development – Follow normal budget development and approval process in Anaplan
  • All Funds budget scoping and planning
• Aug 25 – Mar 26:
  • All Funds budget configuration
  • User training for All Funds budgeting
• Mar 26 – Jun 26:
  • FY27 Budget Development -Follow normal budget development and approval process for all funds in Anaplan