Project BEST (Budgeting Excellence by System Transformation) is the modernization of UMass’s systems for budget planning and in-year maintenance. UMass selected Oracle EPM. The new tool will be available to campuses for the FY27 budget planning season. Some campuses will be piloting limited components of Oracle EPM during the FY26 planning season.

Monthly Project Updates (2025)

The applications continue to make progress. Amherst is finalizing its testing phase, and discussions around training have begun. Chan and the Standard Application (Boston, Dartmouth, Lowell, and UMPO) are working to close out the design phase, which is expected to be finalized in June, with the build phase set to begin in mid-June. Click here to learn more about what’s happening with Project BEST.

The applications have made great progress. Amherst has finalized its build and integration with UITS systems and is now beginning to plan for the testing phase. Meanwhile, Chan and the Standard App (serving Boston, Dartmouth, Lowell, and UMPO) are working to close out the design phase. There’s more happening, click here to see additional details on current activities and what’s planned for May.

This month, we are focused on finalizing the design documents for Chan and the Standard App (BDL & PO). Amherst is still in the build phase, with the goal of completing it by the end of April. Click here for more updates on the project.

February marked the month we focused on the technical workstream, aiming to clarify timelines and the work required that would impact all workstreams. In parallel, Amherst continues development, while Chan and the remaining campuses are discussing requirements. Click here to learn more about what's coming in March.

With the Amherst application under development, PA is reviewing the documentation with stakeholders from the Chan application and the standard application. Click here to learn more about the activities underway.

Over the past few months, we have ensured that all requirements and documentation are in place to begin development. The Amherst application is now under development, while for the other campuses, we are finalizing the remaining requirements and documentation. Click here to learn more.

Monthly Project Updates (2024)

The Oracle EPM implementation project kicked off on October 21st. During October, the project team will discuss requirements and system design with campus teams. You can read more about Project BEST here.

October was a busy month for the project. Numerous Requirements & Design sessions were held across campus with budget offices to discuss specific campus needs and solution preferences. Click here for more details and to see what’s on the horizon.

We've made excellent progress in the requirements design sessions across campus. Click here to review our accomplishments and see the next steps for Project BEST.

Overview of Oracle EPM

Oracle published a series of how-to videos on Oracle EPM here. Stay tuned for future videos and materials on Oracle EPM.

Contact Us

If you have any questions or comments about the Budget and In-Year Planning Tool project, please contact:
LeeAnn Pasquini
Associate VP of A&F
UMass President's Office
lpasquini@umassp.edu
774-528-0245