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UCM Plan - Frequently Asked Questions

 

UCM Plan Frequently Asked Questions

 

How is user provision determined?

  • Access is provisioned based on your role and responsibilities.

How do I know what I have access to?

  • Access to the financial cube for viewing General Ledger (GL) data remains unchanged (e.g., access to all CCOAs).
  • Access to create budget requests is user-specific and limited to the departments you support.
  • Workforce access is limited to users with staffing reconciliation responsibilities. For RAs, workforce access is restricted to PPM projects only.

If I copy a SmartView sheet to another SmartView sheet by right-clicking the tab, will the SmartView connection carry over?

  • No, the SmartView connection will not be maintained. The new sheet will not retain the SmartView connection, so you'll need to establish a new SmartView connection manually.
 

Are there audit trails for entries made in UCM Plan?

  • Yes, cell history is available. To view it, right-click the cell, go to the SmartView menu, and select Cell History. You'll see a record of any changes made, including the date and the user who made them.

How can I transfer funds?

  • Department staff with access to submit Budget Requests can transfer funds.  A Budget Request can be submitted following the steps outlined in the Budget Request Guide Entry Guide.  You may also visit the FP&A website for more information on budget request guidelines.

How can I submit a budget request for the upcoming fiscal year?

Please refer to the 2025 Budget Request Guidelines for detailed instructions and submission timelines.

 

How can I find a budget request processed before the UCM Plan enhancement?

Please refer to the Accessing Budget Requests in the Dev Environment Guide for detailed instructions and submission timelines.