Financial Planning & Analysis

Training

Important Training Requirement – Read First

Before using the live Oracle Budget system (Production), you must complete your training in the designated training environment.

🚨 Note that Oracle Budget (test environment) is now only available to active transactors in the system- budget reports will be available in LOOKER in the coming weeks. If you are not an active transactor and need reports once we go live with the production environment, you will need to contact transactors within your ORG to obtain reports until they go live in LOOKER.

• If you need access to Oracle Budget, please complete the form below. Access should only be requested by active budget transactors—users who are entering or adjusting budget data. If you are only viewing reports, access is not necessary. We will be verifying all submissions to ensure appropriate access levels.

  • Access Request Form: https://forms.gle/r9fk6WEJvmVtAFCZ8

• URL for Oracle Budget Test environment- only log into this after completing the training guides at the end of the page. This is for the web-form version, the Smart View URL is listed in the training guide below.

  • https://planning-test-ucrepm.epm.us-sanjose-1.ocs.oraclecloud.com/HyperionPlanning

To transact in the system, you must:

• Complete all relevant training guides

• Watch all posted training recordings

• Practice entering, reviewing, and navigating in the training system

Go-Live Date: TBA
Links will be provided to the Production environment starting when 70% of users have completed training. We require everyone to fully review the provided training materials (both guides and videos) and practice in the test environment prior to working in the production environment.

📌 We strongly recommend attending office hours and using the training environment to get comfortable before attempting real transactions.

🔹 Recordings (Guides available below)
 

🚨 Note that Oracle Budget (test environment) is now only available to active transactors in the system- budget reports will be available in LOOKER in the coming weeks. If you are not an active transactor and need reports once we go live with the production environment, you will need to contact transactors within your ORG to obtain reports until they go live in LOOKER.

🎥 1. Installing Smart View as an Administrator
This is a mandatory one-time setup step for Oracle Budget—even if you’ve installed it before.

Note that some ORGs have a different installation process such as BCOE and SOM. If you are not sure of your Org's process, you can submit a support request (linked in the training guide #2 below).

• Please note: Smart View is not yet available for Mac users; Smart View Installation Training for Mac is in progress and will be released in the coming days but you can review the training materials in the meantime.

🎥 2. Configuring Your Settings in Smart View and Establishing a Private Connection
This is your next mandatory setup step in Oracle Budget

🎥 3. Setting Up Your Workbook
This is your mandatory one-time second step in the new Oracle Budget

🎥 4. Making Intra-Org Transfers

🎥 5. Budgeting Gifts & Endowments

🎥 6. Cost Share

🎥 7. Making Inter-Org Adjustments (Between Orgs)

🎥 8. Budget Control Form in Oracle Budget

🔹 Training Guides

Training guides include:

• Step-by-step instructions

• Best practices from testing and campus feedback

• Common pitfalls to avoid

• Q&A sections for quick reference

🚨 Note that Oracle Budget (test environment) is now only available to active transactors in the system- budget reports will be available in LOOKER in the coming weeks. If you are not an active transactor and need reports once we go live with the production environment, you will need to contact transactors within your ORG to obtain reports until they go live in LOOKER.

The guides must be completed in Chronological Order. Be sure to use your UCR email address (@ucr.edu) when logging in to view the guides:

1. Oracle Budget Highlights Guide

   Key system changes and improvements, with a comparison of old vs. new processes

2. Smart View Installation & Setup Guide

   Install instructions & Initial Setup: This must be completed even if you already installed Smart View. 
   
   Some ORGs have alternative setup processes such as BCOE (available from BCOE software center) and SOM (the tab was automatically installed by your ITS team). If you're not sure how to complete this process for your ORG, submit a google form inquiry (linked in the training guide).
   
   Please note: Smart View is not yet available for Mac users; Smart View Installation Training for Mac is in progress and will be released in the coming days but you can review the training materials in the meantime

3. Configuring Smart View Forms into a Workbook (One Time Setup)

   You must set up your workbook one time prior to working in Oracle Budget

4. Creating Intra-Transfers in Smart View (Within ORG) Guide
   This guide provides an overview on how to create transfers within an ORG 

5. Creating an Inter-Org Transfer in Smartview (Between ORGs) Guide
   This guide provides an overview on how to create transfers between ORGs

6. Budgeting Gifts & Endowments in Smart View Guide
   This guide provides an overview on how to budget for gifts & endowments

7. Cost Share in Smart View Guide
   This guide provides an overview on how to budget for C&G cost share 

8. Navigation & Reporting in Oracle Budget Draft Training Guide
   This guide shows you how to find reports and navigate in the new system

9. Oracle Budget Adjustment Tab Training Guide
   This guide shows you how to track, view, and manage budget adjustments in the web platform 

10. Oracle Budget Q&A Guide
    Commonly asked questions and answers compiled from training

11. Oracle Budget Revenue Training Guide
    This guide provides an overview of revenue best practices with examples

12. Old vs New Reports Matrix
    Highlighting changes in available reports between Oracle 1.0 and Oracle 2.0

13. FTE in Smart View Guide
    This guide outlines budgeting processes for Staffing FTE 

14. Budget Control View in Smart View
    This guide outlines Control Budget best practices in Smart View

🔹 Office Hours Schedule

Drop-in support sessions begin Friday, April 25, and are held at 10:00 AM every Monday, Wednesday, and Friday.

• Weeks 1–3: 60-minute sessions

• Weeks 4 and beyond: 45-minute sessions

🗓 Office Hours Matrix

Note that office hours will continue beyond the listed dates into July and likely the Fall and will be updated accordingly:

🔹 Need Help?

📧 budgetoffice@ucr.edu
If you need support outside of office hours, email us and we’ll connect you with the right resources.