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Budgeting in Oracle

 

Tools

Mapping the Chart of Accounts (CoA)

CoA Master Values

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

Step-by-step Guides: General