Information System Tools

The Budget Office provides a number of information systems tools to help campus units track, manage, and plan their financial resources and commitments. 

Information Systems Training

Training on each of these systems is available through Data Management Services — a unit of Planning and Budget.


Financial Manager’s Workbench (FMW) is the application used to manage the campus’ permanent budget and staffing commitments.  In addition to its role as a transaction system, FMW is a highly flexible software tool well suited to budgeting and planning applications.

  • The system provides access to multi-year permanent budget information at both the transaction level and summary/roll-up level aiding both analysis and research; 
  • Integration of detailed monthly distribution of payroll expense (DOPE) data with summary FIS operating ledger data to facilitate monitoring and forecasting of your current year operating budget.


Infoview XI™ is a web accessible report-reading and writing tool used by the UCSC Data Warehouse. Data extracted from many campus systems, for example financial (FIS), budget (FMW), personnel (PPS), student (AIS), and facilities (FacLink), are aggregated in the UC Santa Cruz Data Warehouse to enable staff to use information in analysis and decision-making; providing standard and ad hoc reports to peers; and meeting their unit's business objectives.

InfoView offers a full suite of certified reports for each subject area to ensure information is interpreted consistently; the tool also allows staff to write and run custom reports specific to their unit's planning requirements.