Tools
Project Management Templates and Help Guides
Mapping Chart of Accounts (CoA)
Training: Portfolio Reporting
Faculty Portfolio Report Basics, Full Version (video, 30 mins.)
Faculty Portfolio Report Basics, Condensed Version (video, 15 mins.)
Faculty Portfolio Report Basics (PDF, 7 pages)
Video: Faculty Portfolio Report and Project Data
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.
Videos: CoA and POET Basics
UC Learning Center Training
General Navigation (4 videos, 15 min. each: Overview, General Navigation, Run a Report, Perform an Inquiry)
CoA Entry Basics (video, 15 mins.)
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)
