Reporting, Planning & Analysis

Find information about UBC’s budget and financial statements, as well as tools, systems, guidelines, and schedules relating to budgeting, forecasting, and reporting at the university.

Visit the Workday Knowledge Base

Review budgeting and reporting information for Workday through UBC's Self-Service Portal (CWL required).

UBC's Budget Process

Learn about UBC's budget process, and review the current year's budget report.

Financial Reports

Review the financial statements and reports regularly produced by the university's finance teams.

News & Announcements

Jun. 28, 2024

Read the 2024 Endowment update

Every year, the university provides a summary report for each endowed fund to the designated donor contact. It includes information on the impact...

Jun. 12, 2024

FDM Change Request Blackout Dates for FY2025 Quarter Ends

To allow for successful Quarter End closures for FY2025, the following FDM changes will not be made during these blackout dates: Jul 8 to Jul 19,...

Jun. 7, 2024

Preparing for FY25 Q1 Forecast: What you need to know

In preparation for the FY25 Q1 forecast in Adaptive Planning , please review the following Q1 2025 Guidelines and References . Link to Q1 2025...

Important Dates

Jul. 25, 2024

Period+1 Opens for Payroll Only

Jul. 31, 2024

Period+1 Opens for All Companies

Jul. 31, 2024

Payroll Activities Closed

Jul. 31, 2024

Cutoff for Supplier Invoice Approvals

Jul. 31, 2024

Cutoff for Expense Report Approvals