Training
Oracle Budget System Update – Key Information
We’re excited to roll out an updated version of Oracle Budget with improved features and enhanced functionality. Here’s what you need to know as we prepare for go-live:
Key Dates:
- Sunday, April 13 (evening): Oracle Budget system freeze begins.
- Monday, April 14 – Thursday, April 24: The system will be available in read-only mode; reports can still be run.
- Wednesday, April 23: Oracle Budget will be completely unavailable for one day.
- Friday, April 18 (tentative): Access to the training environment opens. Details to follow soon.
- Friday, April 25: Office Hours begin, starting with Smart View setup and onboarding support.
Training & Support Overview
- Training Materials: Coming soon. We’ll provide guidance on how to access and begin using the training environment once it becomes available.
- Office Hours: Begin Friday, April 25. The first session will focus on Smart View setup and technical troubleshooting. Later sessions will cover onboarding and general questions.
- Smart View Access: The latest version of Smart View will be installed automatically. Guidance for Mac users is coming soon.
- Need Help? Email budgetoffice@ucr.edu and we’ll respond within 24 business hours.
We’ll continue to update this page as new information becomes available. Stay tuned
Note that the Oracle Guided Learning (OGL) extension in Oracle Budget & Oracle COA Management Tool has been discontinued, but the guides are available below. These guides will be updated after the new systemwide update in May.
Oracle Budget Guides:
- One-Time Set Up User Preferences
- Navigating Oracle Budget Reports
- Financial Dashboard Overview
- Exporting Data to Excel
- Selecting Point of View
- Finding Financial Reports in Oracle Budget
- Ad Hoc Analysis in SmartView
- Inter-Org & Intra-Org Adjustments
- Fund Swaps
- CFAOs: Approving Fund Swaps