Overview
In the Oracle Planning and Budgeting Tool, also known as Enterprise Planning and Budgeting Cloud Service (EPBCS), budget preparers interact with various forms via the Task lists.
For anyone who budgets against core funds, the new Budget Adjustment Module (BAM) available via Task list 3 requires a user variable to be set up according to the user’s highest level of Financial Unit access within the tool.
For Task 3.4 specifically, the Financial Unit dimension is in both the POV AND in the rows/columns of the form so the POV financial unit must be set to a default variable value. Thus, each user must manually select the top layer of their financial unit hierarchy access as that default user variable for the form to render.
Essential Information
- The following steps assume the budget preparer has user access to Oracle Planning and Budgeting Tool and is logged in.
- If you are not sure whether you need access to EPBCS, please contact your VC office.
- To check current access assignments in EPBCS, use the EPBCS Access by Financial Unit Report: https://tableau.ucsd.edu/views/EPBCSAccessbyFinancialUnit_16972336781470/EPBCSAccessbyFinancialUnit
Next Steps
Transferring an Employee to another Financial Unit
- Login to EPBCS Environment
- Click on the 'Tools' Icon -> User Preference
- Locate User Variable that displays 'EFinUnit' in both the Dimension and User Variable columns like so:
- Use the member selector icon
to navigate through available financial units within your assigned access.
- Select the Check Mark to the left of the highest level Financial Unit, ensuring it changes color from gray to blue, then select OK in the upper right corner:
- Ensure the Financial Unit selected in step 5 populates on the EFinUnit line and click ‘Save’: