How to Review Capital Details in EPBCS Web Application


Overview


This article will describe how to review capital details via Task 8.3, which is the final step in entering capital planning details in the Capital Planning Tool

Critical Concepts


Steps to Take



Note
: Task 8.3 Review Capital Details by Financial Unit is a reference only form. No data will be entered here

Navigating to Task 8.3 Review Capital Details by Financial Unit from Home Page

  1. Navigate to https://planning‐ekgs.pbcs.us2.oraclecloud.com/HyperionPlanning to connect to the EPBCS environment and access the Capital Planning Tool
  2. On the EPBCS Home Page, click on the Tasks tile
  3. Click on the caret to the left of 8 - Review and Manage Capital Planning to expand the Task List
  4. Click on Task 8.3 Review Capital Details by Financial Unit to open the form

- OR -

Navigating to Task 8.3 Review Capital Details by Financial Unit from Task 8.2 One-Time Outlays and Capital Monthly Summary

  1. From Task 8.2 One-Time Outlays and Capital Monthly Summary, click the Next button in the top-right corner to bring up Task 8.3 Review Capital Details by Financial Unit

Reviewing Capital Details

  1. On form 8.3, verify all POV selections are correct

    Note: Forms will render with date columns rolled-up to the Fiscal Year level by default when first accessed, however, time-period columns can be expanded
    • To drill-down into Quarters, click on the [+] button to the left of Year Total



    • To drill-out of Quarters, click on the [-] button to the left of Year Total



  2. Based on the POV selections, this form displays all Project References by Financial Unit. Verify all data present is complete and correct



    Note:
    • Project Reference is used to indicate the capital project being funded or the asset/loan for which debt is already being repaid
    • For projects being planned or under construction (Active-Debt Pending and One-Time Outlay) Project Reference is pulled from the PPM Capital Project Hierarchy. These records start with ‘PR_
    • For projects or debt already in repayment (Active-Debt Sold) Project Reference is pulled from the Debt File uploaded by the Campus Treasury Office. These records start with ‘SP_

  3. If something is missing, circle back to either KBA0033776 - How to Enter Capital Debt Services in EPBCS Web Application, or KBA0033775 - How to Enter One-Time Outlays in EPBCS Web Application depending on the scenario

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