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

Oct. 11, 2024

UBC First Quarter 2024/25 Financial Report is now available

The university's first quarter 2024/25 financial report is now available on the UBC Finance website. In addition to the annual budget and financial...

Sep. 19, 2024

BDO Canada appointed as UBC’s external auditor starting 2024-2025 fiscal year

Starting for the 2024-2025 fiscal year, BDO Canada LLP (“BDO”) will take over from the Office of the Auditor General of British Columbia as UBC's...

Sep. 11, 2024

Preparing for FY25 Q2 Forecast: What you need to know

In preparation for the FY25 Q2 forecast in Adaptive Planning , please review the following Q2 2025 Guidelines and References . Link to Q2 2025...

Important Dates

Oct. 10, 2024

Forecasted pending funding/inter-fund transfer approval deadline

Oct. 11, 2024

Adaptive Forecast Working locked

Oct. 15, 2024

Q2 forecast reports due via FP&A Team Channel

Oct. 25, 2024

Period+1 Opens for Payroll Only

Oct. 31, 2024

Period+1 Opens for All Companies