Anaplan: New Transfer Options and Final 2026 Training Opportunities

What's next for Anaplan?

Academic Anaplan users will soon have a new process for requesting changes to previously approved transfers. The process, deploying October 19, provides a way to request corrections to worktags, amounts, or both.

We're also sharing a reminder about the final Anaplan training opportunities for 2026.

Reopening an Approved Transfer

Beginning with the October 19 deployment, users can request that an approved transfer be reopened to make necessary changes.

Who can use this process?

This process applies only to transfers with a Submission Status of Approved and is available while the working budget is open. It does not apply to other transfer statuses or locked budget snapshots.

How to Request a Transfer Reopening

1. Complete the Reopening Approved Transfer Request Template. Identify whether the request involves worktags, amounts, or both. Include the FI Transfer Input Line ID, current and proposed values, and a justification for the change.
2. Verify the information. Before submitting, confirm that the template's Check column displays "OK."
3. Submit your request to AskFinance. Email the completed template to askfinance@virginia.edu with the subject line "Request to reopen an approved transfer."

Download the Transfer Request Template →

What Happens Next?

Once the request is submitted:

• Central Finance contacts the original transfer initiator, identified in Anaplan's "Entered By" field, for approval.
• The initiator approves or declines the request. If declined, the transfer remains approved and unchanged.
• If approved, Central Finance reopens the transfer, records the AskFinance case ID, makes the requested revisions, and resubmits it for processing.
• Anaplan processes the resubmitted transfer at the top of the next hour. Its status changes from Reopened to Submitted, and the Receiving Unit can review it in 3.03 Transfers Review.

The original transfer initiator must approve the reopening request before Central Finance can proceed.

Important: Transfer Planning Model Downtime

The Transfer Planning Model will be unavailable beginning Sunday, October 18, at 6 p.m. and will reopen Tuesday, October 20, at 8 a.m. as part of the deployment.

Final Anaplan Training Opportunities for 2026

Only two instructor-led training sessions remain this calendar year for individuals who need Editor (Standard Role) access to Academic Anaplan.

Building on Anaplan: Advanced Budgeting for the Academic Division

Upcoming Sessions

• Thursday, October 22 | 2–5 p.m.
• Monday, November 9 | 1–4 p.m.

Prerequisite: Participants must complete Getting Started with Anaplan: Budget Planning for the Academic Division before attending.

Register in Workday Learning →

Anaplan Viewer Training: Self-Paced Option Coming Soon

There will be no additional instructor-led Anaplan Viewer training sessions in 2026 as we prepare to introduce Anaplan Viewer Self-Paced Training.

The new option will allow users who need Viewer access to complete their required training at their own pace. Watch for additional information about availability and enrollment.

Looking for More Anaplan Information?

Visit the UVAFinance Anaplan page for additional information and resources.

Explore Anaplan Resources →