Overview
This article addresses Frequently Asked Questions about the Resource Commitment Tracking Tool (RCTT), a module of Oracle's Enterprise Planning and Budgeting Cloud Service (EPBCS).
FAQ's
Q: What is the Resource Commitment Tracking Tool (RCTT)?
A: It is a solution designed to:
- Collect and consolidate Resource Commitments throughout the UC San Diego organization.
- Collect and utilize the data to evaluate and report on prior, current and future Resource Commitments.
- Provide data exports for creating Journal files for actual resource transfers in the General Ledger.
Q: Who has access to the RCTT?
A: The tool has a specific user base of campus, VC and Dean level units, limited to Level B of the Financial Unit Hierarchy and above who manage resources and subsequently transfer to departments for actual spending.
Q: Can I use the RCTT to manage Sponsored Projects Funds?
A: No, the RCTT does not include Sponsored Projects Funds.
Q: How is the RCTT different from Journals in Oracle Financials Cloud (OFC) or the Resource Transfer Request process in the Services & Support Portal?
A: The RCTT is housed in EPBCS, a separate system from OFC
- The tool gives visibility to historical and future resource Commitments, but does not actually transfer resources.
- In order to transfer resources as captured in the RCTT, users must export data entered in the tool and use the provided translation file to create a monthly Spreadsheet Journal for upload to OFC.
- The RCTT is integrated with other EPBCS modules, providing greater clarity on available resources during the budget planning process.
Q: What is the basic process for entering a commitment in the RCTT?
A: Users must follow a prescribed series of steps to enter and process Commitments in the RCTT, the basic process is outlined below - detailed articles are linked for each step:
- Connect to the Resource Commitment Tracking Tool
- Claim a Commitment ID (EPBCS Web App or Smart View)
3. Enter Basic Commitment Data (EPBCS Web App or Smart View)
4. Enter Commitment Details and Review Calculations (EPBCS Web App or Smart View)
5. Approve and Push Commitment to Destination (EPBCS Web App or Smart View)
6. Transfer Resources in OFC using Resource Commitment Data (EPBCS Web App or Smart View)
Q: Why don’t I see a Project in the available Source list?
A: Source Projects are loaded from OFC and refreshed on a nightly basis, if your Project is available in OFC but does not appear in the RCTT, it should display the following business day.
Q: Why don’t I see the Project I need to select for my Destination in the drop-down smartlist?
A: Destination Projects are loaded from OFC and refreshed on a nightly basis, if your Project is available in OFC but does not appear in the RCTT, it should display the following business day.
Q: Why don’t I see the Financial Unit I need to select for my Destination in the drop-down smartlist?
A: Destination Financial Units are manually loaded separately from Source Financial Units.
- To request a new Destination Financial Unit be added to the smartlist, please submit a ticket and download and attach the completed RCTT Destination Financial Unit Request Form to your ticket.
Q: Why don’t I see the Fund I need to select for my Destination in the drop-down smartlist?
A: Destination Funds are manually loaded separately from Source Funds.
- To request a new Destination Fund be added to the smartlist, please submit a ticket and download and attach the completed RCTT Destination Fund Request Form to your ticket.
Q: Why am I asked to designate a Task for the Source and Destination?
A: Task is an optional field. Resources are ultimately transferred on the General Ledger at the Financial Unit-Project-Fund-Function level. Data from the RCTT is not fed to PPM at this time, but users have the option of recording task information to use in their own reporting.
Q: How do I submit a Services & Support ticket for the RCTT?
A: You should submit a ticket within the Business & Finance instance of UC San Diego Services & Support Portal.
- To ensure your ticket is directed to the appropriate group, make the following selections when submitting your ticket:
Q: What training is available for the RCTT?
A: To support existing users, articles are available for all steps of processing a commitment, using either the EPBCS Web Application or Excel Smart View add-in. Additional training material, including e-courses, will be made available when the tool is launched for a broader audience - formal timeframe coming soon.