Navigating URI Planning and Budgeting

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Lee McCarthy
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1 Navigating URI Planning and Budgeting

2 Accessing URI Planning and Budgeting 2

Accessing Planning and Budgeting Planning

3 Accessing Planning and Budgeting Planning and Budgeting is cloud-based and can be accessed via any computer with internet access. To access, you must use one of the supported browsers below: Google Chrome 42+ Mozilla Firefox 38+ Apple Safari 8.x and 7.x NOTE: Chrome is the recommended browser. Internet Explorer is NOT recommended. 3 3

4 Logging Into Planning & Budgeting To log into Planning and Budgeting: 1. Enter your User Name (set as URI address) 2. Enter your Password 4

5 Planning and Budgeting Home Page 5

6 The Planning & Budgeting Home Page Once logged in, the Planning and Budgeting Home Page is displayed 6

7 The Planning & Budgeting Home Page Navigator Activity Pane Navigation Flows The Planning and Budgeting Home Page consists of three main regions: Navigator Activity Pane Navigation Flows 7

8 The Planning & Budgeting Home Page Navigation Flows Navigation Flows are a grouping of related content such as forms and reports which support the completion of a particular business process The navigation flows provide you with a very simple and streamlined outline and order to each step in the budgeting process 8

9 The Planning & Budgeting Home Page Cards Cluster The Navigation Flow is made up of clusters and cards: Cards represent the different objects in Planning and Budgeting, such as forms, reports, and dashboards Clusters are a grouping of cards. Each cluster groups like business processes 9

10 The Planning & Budgeting Home Page The Navigator shows all forms, tools, and preferences available within Planning and Budgeting. While you have access to Navigator, it is recommended to use the Navigation Flows to carry out all budgeting tasks 10

11 The Planning & Budgeting Home Page The Activity Pane shows a list of recent activity and favorited objects. To favorite an object, click 11

12 The Planning & Budgeting Home Page Home Home Return to the Home Page by: Clicking the Oracle logo Clicking Home 12

13 Setting Preferences 13

14 Setting Preferences 1 To access Preferences, click the Tools cluster, then select the User Preferences card. 2 14

15 Setting Preferences In General, select the following options and click Save: Profile: - Time Zone: (UTC-05:00) New York - Eastern Time Alias Setting: - Alias Table: Default - Display Member Label as: Alias 15

16 Setting Preferences In Display, select the following options and click Save: Number Formatting: - Thousands Separator: Comma - Decimal Separator: Dot - Negative Sign: Parentheses - Negative Color: Red 16

17 Setting User Variables 17

Setting User Variables User Variables act as filters in forms, enabling users to only see data and information that are relevant to them 1 When you open a form,

18 Setting User Variables User Variables act as filters in forms, enabling users to only see data and information that are relevant to them 1 When you open a form, the members you set as user variables will already be set in the form. To access Preferences, click the 2 Tools cluster, then select the User Preferences card. 18

19 Setting User Variables User Variables act as filters in forms, enabling users to only see data and information that are relevant to them When you open a form, the members you set as user variables will already be set in the form. User Variables generally only need to be set once, but they can be changed at any time. A User Variable table is available on BFPO website for further guidance. 19

Selecting Members Member Selectors When setting User Variables, select members for all applicable dimensions (departments and funds) for your area.

20 Selecting Members Member Selectors When setting User Variables, select members for all applicable dimensions (departments and funds) for your area. Members can be selected for each dimension by clicking Member Selector. Remember to click Save. It is recommended that User Variables are set at the highest level (college/unit) so the various departments in your college/unit can be selected in the Point of View (POV) on input forms as the allocation is built. 20

21 Selecting Members Search Bar Hierarchy Members can be selected in two ways from the Member Selection window: Search Bar Hierarchy

22 Selecting Members When selecting members through a Hierarchy, click on the member so it is highlighted blue and a blue check mark appears to the left of the member name To select a member, click OK Note that you are only able to select one member at a time it is advised you select members at the highest level (ie Arts & Sciences, not department 2006) 22

23 Types of Forms 23

Data and Review Forms There are two primary types of forms in Planning and Budgeting: Data Forms: Forms where budget data will be entered into the 0 level

24 Data and Review Forms There are two primary types of forms in Planning and Budgeting: Data Forms: Forms where budget data will be entered into the 0 level members Review Forms: Readonly summary of the Budget the user has generated to provide a real time look at the total budget by the selected organization. 24

25 Data and Review Forms Data Forms Data forms have cells where budget data can be entered (white cells) 25

26 Review Forms Data and Review Forms Review forms have been set to read-only (grey cells) and no data can be entered 26

27 Forms 27

28 Accessing Forms 1 2 Access forms by clicking on any of the budgeting clusters and then selecting the desired card.

29 Accessing Forms Instructions Navigation Toolbar Point of View Columns Rows Data Entry Area Forms in Planning and Budgeting have the following structure:

30 Navigation Toolbar Navigation Toolbar When a form is opened, the navigation toolbar is displayed above the form. The navigation toolbar allows you to navigate to the other cards in that cluster.

31 Instructions Instructions Click Instructions to display additional information and instructions on the form.

32 Point of View Point of View The Point of View (POV) defines the section of data in the URI_Plan Planning and Budgeting database you are viewing. You select the desired members for each dimension to determine the context for the pages, rows, and columns. NOTE: The Departments in the POV or Rows are defined by your user variable (BM Department) (example Arts & Sciences)

33 Accessing Forms 1 2 Access forms by clicking on any of the budgeting Clusters and then selecting the desired Card. 33

34 Editing Point of View Edit Members To edit the POV, click Edit Members 34

35 Editing Point of View Dropdown The Edit Members window is displayed. To select different members for the dimension, click the Dropdown dimension. next to each 35

36 Editing Point of View Available Members Select the desired member from the list of available members. 36

37 Editing Point of View Member Selector Alternatively, members can be selected for each dimension by clicking Member Selector 37

38 Editing Point of View Search Bar Hierarchy Use the Search Bar or Hierarchy to locate and select the desired member. Be sure to click the blue check mark next to the desired member, click OK. 38

39 Editing Point of View Apply Once the desired member is selected, click Apply. 39

40 Entering Data Data Entry Area Data is entered into the grid area. Remember, data can only be entered into Level 0 cells (POV by fund/dept) which will be white. 40

41 Entering Data Cell colors indicate the cell s status: White: default; data can be entered into these cells Yellow: dirty cells, whose values changed but are not yet saved Grey: read-only cells Grey with a Lock Symbol: locked cells 41

42 Saving Forms Save To save a form, click Save. 42

43 Saving Forms An information box will display indicating that the data has been successfully saved and that the data has been pushed to the database. If a business rule is ran, a notification will also be displayed in this information window. 43

44 Advanced Form Features 44

Data Entry Features 1 In addition to entering data, more data entry features are available to you, including attaching supporting documentation.

45 Data Entry Features 1 In addition to entering data, more data entry features are available to you, including attaching supporting documentation. To attach supporting detail, right click on the input cell and select Attachments. Choose the file to attach then click upload. See Allocation Training slides to see exactly where to attach supporting documentation. 45

46 Drilling Through Drill Through is a feature in a data cell which allow you to access information and data from the data source. If a cell contains a drill through symbol located in the top right corner of the cell, you can drill through to the source for additional data. Drill through is available in the Trails Review forms 46

Drilling Through 2 1 4 3 To Drill Through: 1. Select the desired cell 2. Click Actions 3.

47 Drilling Through To Drill Through: 1. Select the desired cell 2. Click Actions 3. Click Drill Through 4. A Drill Through to source window will display, click the hyperlink in the window 47

48 Drilling Through The drill through details are opened in a new tab in your browser. 48

49 What-If Versions Working Version What-If Version What-If Version allows you to change the values in your budget to see how those changes will affect the outcome. You can model alternative situations to see how different sets of values affect your budget and results in the form. 49

50 What-If Versions 2 Select Copy Working to What-If To create a What-If Version: 1. Right click into a cell 1 Right-Click Cell 2. Select Copy Working to What-If from the right-click menu. 50

51 What-If Versions The Copy Working to What- If window is displayed. 1. Select What_If_1 in the Select What-If Version 1,2 or 3 field 2. Optionally, select a % to increase/decrease each of the values in the columns by 3. Click Launch Must copy What_If_#X back to Working if data is be included in Allocation 51

52 Reports 52

53 Accessing Reports Reports in Planning and Budgeting connect directly to the database and can be downloaded in a variety of formats (Excel, PDF). The two broad purposes of any report created in Planning and Budgeting are to: Assist users in the system in building their budgets and forecasts Help consumer users view budget and forecast development. 53

54 Accessing Reports Reports can be opened in PDF, HTML and Excel formats. 54

55 Accessing Reports Once the Report and the format is chosen, the user can choose what POV to view the report in and press continue to run the report. 55

CatPlan End User Guide

CatPlan End User Guide 10/9/2017 1 P age Table of Contents Supported Browsers...3 Logging in to CatPlan...3 Running Reports...5 Viewing Dashboards...8 Entering Data via Forms... 10 10/9/2017 2 P age Supported