This article serves as the guide for executing critical, initial security checks prior to using the Oracle Planning and Budgeting Tool by covering: Confirmation of appropriate (general) Budget Preparer access via Task List visibility.
1. From the Home Page, click on the Tasks tile.
2. Six Task Lists will display for General Budget Preparers.
3. If any of the above six Task Lists are missing, please stop here and submit a ticket via link at the end of this article.
4. If all six Task Lists display, user has required security access for training.
Congratulations, you have successfully validated your security access in preparation for general budget preparer training!
If you need any additional assistance, please submit a ticket here.