UCM Plan Enhancement
April 14, 2025 - We’re excited to share that the UCM Plan Enhancement is now officially live!
Complete information regarding the UCM Plan Enhancement is available at https://dfa.ucmerced.edu/UCMPlanEnhancement
Tools
Ways to Run Reports in Oracle (PDF, 11 pages)
Mapping the Chart of Accounts (CoA)
Videos: General Navigation, CoA Entry Basics
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.)
Video & Guides: UCPLAN Basics
Instructor-led video (2 hrs., 40 mins.) on budget reporting (presentation slides)
Setting User Preferences and Opening Reports (PDF, 19 pages)
Export a Report to Excel (PDF, 6 pages)
Install ADF Desktop Integration (PDF, 11 pages)
Video: UCPLAN Beyond Basics – Cubes, Dimensions, Hierarchies
Beyond the Basics. A two-hour instructor-led video about UCMPLAN dimensions, hierarchies and more. Video presentation slides
Financials Cube: A total of three instructor-led hours of video, presented in two parts. Part One | Part Two. Video presentation slides
Guides: UCPLAN Report Types
Run a Smart View Ad Hoc Analysis (PDF, 16 pages)
View Invoice and Payment Status via Requisition Search (PDF, 24 pages)
Videos/Guides: SmartView 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.
Windows Users
Users with a Windows operating system can install SmartView by following the SmartView Installation Instructions
Mac Users
Mac users can install SmartView using one of the following two methods:
- Parallels - on a Mac using Parallels use the SmartView Installation Instructions
- Mac OS - To run SmartView in the native OS, submit a ServiceNow ticket request.
