Overview
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.
Prerequisites
- This article assumes a user has been provisioned for the Oracle Planning and Budgeting Tool.
Essential Information
- Please refer to KB0033091: How to Login to Oracle Planning and Budgeting Tool, to see if you should be provisioned, and guidance on logging in to the Oracle Planning and Budgeting Tool.
- Data visibility and entry will be limited according to appropriate layers of the Financial Unit hierarchy.
Next Steps
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!
Video Summary
- Please visit, Executing Initial Security Checks in EPBCS to see the steps above demonstrated.