Overview

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This article will describe how to run the Total Budget Summary Report in the Oracle Planning and Budgeting tool (EPBCS)

Critical Concepts

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• Only department budget preparers and approvers are provisioned to the Oracle Planning and Budgeting tool

• Before trying to run reports in EPBCS, be sure to confirm you can log-in by following the steps outlined in KB0033091

• The Total Budget Summary Report is the consolidated summary output of your budget development process where you can verify the data that has been entered for the budget planning year

• The Total Budget Summary Report can be run at aggregated levels such as Total Fund, Total Function, Total Projects, and various layers of the Financial Unit hierarchy depending on access for all Non-Sponsored Funds

• The Total Budget Summary Report, in conjunction with the Core Recurring Base Budget Target Check Report, outlined in KB0033267, is recommended for use in budget review meetings with Division, Dean, and VC contacts during the budget approval process

• This report points to a special reporting cube/database (UCSDRPT) which collects and aggregates all of the data from the Financial Statement data entry cube each day on the hour, every hour from 7am to 7pm Pacific Time (except for 1pm)

  • For about 5 minutes during each of these scheduled data pushes, data will not be visible in the reports, but will be updated with current data as of each push

Steps to Take

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Method 1: Start from reports.ucsd.edu

1. Go to bah.ucsd.edu

2. Select the BI & Financial Reporting tab, then click on the Budget and Financial Management Reports Panorama

3. Select Launch under the Panorama description, and log into Oracle via UCSD Single Sign-On

4. Under Oracle EPBCS Planning and Budgeting Reports, select Total Budget Summary, and select Click here to run the Total Budget Summary report in blue hyperlink

Method 2: Start from the Home Page within the Oracle EPBCS Planning and Budgeting Tool

1. Select the Reports tile

2. Click on the Financial Reports icon in the left panel of the reports screen 

a. The default view now opens to data from folders based on the latest Oracle update and users need to navigate to the Financial Reports page through an additional click

3. Expand the caret next to the UCSD folder 

4. Expand the caret next to UCSD Reports folder:

5. Select the Total Budget Summary report and run as a PDF file, PDF format is the second icon to the right

6. A dialog box will display in which parameters can be entered for Financial Unit, Fund, Function, Project, and Years use the member selector icons or directly type in the member selection prompts as shown below:

a. Each user can run this report at a summary level for all Financial Units they have access to

7. Click OK to retrieve the report