Tools
Mapping the Chart of Accounts (CoA)
Videos: Smart View Basics
Oracle Smart View is an Excel-based analysis tool that allows ad hoc reporting on budgeting data. It allows drag and drop, drill-down and pivoting options to manipulate data. Smart View reports can be saved offline and refreshed with the latest, real-time budgeting data from UCMPLAN.
How to install Smart View for Windows (PDF, 7 pages)
UC Learning Center Training
General Navigation in Oracle (Four videos, 15 min. each: Overview, General Navigation, Run a Report, Perform an Inquiry)
Video: CoA Entry Basics (Video, 15 mins.)
Step-by-step Guides: Reports and Budgeting
How to Log In to Oracle Financials (PDF, 4 pages)
Set UCMPLAN User Preferences and Open Reports (PDF, 19 pages)
How to Run a Report (PDF, 11 pages)
How to Run a Budgetary Org by Chart String Report (PDF, 6 pages)
How to Run a Recurring Budget Detail Report (PDF, 3 pages)
Schedule Running a Report or Process (PDF, 16 pages)
View Invoice and Payment Status via Requisition Search (PDF, 24 pages)
Submit an Annual Budget Request (PDF, 12 pages)
Step-by-step Guides: General
How to Log In to Oracle Financials (PDF, 4 pages)
Homepage Navigation (PDF, 13 pages)
How to Export to Excel (PDF, 6 pages)
How to Install ADF Desktop Integration (PDF, 11 pages)