hyperion capex budgeting - cook county...
TRANSCRIPT
HYPERION CAPEX BUDGETING
Created on 6/5/2017 12:40:00 PM
Training Guide
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Table of Contents CAPEX- CEP ................................................................................................................. 1
Capital Budgeting ..................................................................................................... 1 Reviewing the DBMS Budget Memo ........................................................................................ 1 Running an Ongoing Project Summary Report by Department ............................................... 5 Adjusting Ongoing Projects .................................................................................................... 13 Adding New CEP Requests ................................................................................................... 17 Attaching a Document ............................................................................................................ 27 Deleting a New Project ........................................................................................................... 35 Running a Project Request Summary Report ........................................................................ 40 Export Reports to Excel, Word or Powerpoint ....................................................................... 47 Ranking Order Requests ........................................................................................................ 51 Running a New Project Request Rank by Department Report .............................................. 56 Assigning Special Purpose Fund to Requests ....................................................................... 65 Promoting Requests for Approval .......................................................................................... 71 Department Request Review ................................................................................................. 76
Training Guide
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CAPEX- CEP
Capital Budgeting
Reviewing the DBMS Budget Memo
Learning Objective: In this topic, you will learn how to review the DBMS budget memo.
Upon completion of this topic, you will be able to:
Review the DBMS Budget Memo.
Procedure This topic will cover: - Reviewing the DBMS Budget Memo Estimated time to complete this topic: 3 minutes
Step Action
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Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. To review the DBMS Budget Memo, start by navigating from the Navigate menu. Click the Navigate menu.
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGCAPEX menu.
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Step Action
5. The CCGCAPEX application is displayed. Click the Expand button to view more options under the Capital Equipment Projects Budget folder.
Step Action
6. Click the 1.0 - Review DBMS Budget Memo link to view the action item.
7. The STEP portal will automatically load while clicking the first task from the task list. The users will be able to review the budget memo loaded to this page.
8. Click the Scrollbar to view more options on the page.
9. The budget memo is loaded on the page under Budget heading. Clicking on the FY18 Capital Kick-off Memo link will open up the memo for you to review.
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Step Action
10. Click the Hyperion tab after reviewing the budget memo.
11. Click the Complete option to mark the task complete.
12. Once the task is marked complete, note that there is a new icon next to the task with the check mark. This shows that the task is 100% complete.
13. This topic covered: - Reviewing the DBMS Budget Memo End of Procedure.
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Running an Ongoing Project Summary Report by Department
Learning Objective: In this topic, you will learn how to run an ongoing project summary report by
department.
Upon completion of this topic, you will be able to:
Run an Ongoing Project Summary Report by Department
Procedure This topic will cover: - Running an Ongoing Project Summary by Department report Estimated time to complete this topic: 4 minutes
Step Action
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Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. To run an ongoing project summary report by department, start by navigating from the Navigate menu. Click the Navigate menu.
2. Click the Applications menu.
3. Click the Planning menu.
4. Click the CCGCAPEX menu.
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Step Action
5. The CCGCAPEX application is displayed. Click the Expand button to view more options under the Capital Equipment Projects Budget folder.
Step Action
6. Double-click the 2.0 - Run Ongoing Project Summary - by Dept Report link to view the action item.
7. The Task List Status for that action item is displayed. Click the Task Instructions tab to read the instructions.
8. The Task Instructions tab displays the steps to be performed to complete this task. Follow through and complete this task.
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Step Action
9. Click the Explore button on the menu bar.
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Step Action
10. The Explore page is displayed. To proceed as per the instruction, click the CCGCAPEX folder.
11. Double-click the CCGCAPEX Reports folder.
12. The CCGCAPEX Reports folder is displayed. Right-click the Ongoing Project Summary - By Dept link.
Step Action
13. Click the HTML Preview menu to run the report.
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Step Action
14. The Preview User Point of View window is displayed. Click the Select... button to choose the Entity for which you want to execute the report.
15. The Preview User Point of View window is displayed. Click in the Find field.
16. Enter the appropriate entity into the Find field. In this example, enter "1500".
17. Click the Find button to execute the search.
18. The entity queried is displayed and selected by default. Click the OK button to proceed.
19. Click the OK button to execute the report.
20. The report output is displayed in HTML format. Click the Open In PDF button to view the report in pdf format.
21. The report output is displayed in the pdf format. Click the Close button.
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Step Action
22. Click the Close button to return to task list.
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Step Action
23. Click the Complete option to mark the task as complete.
24. Once the task is marked complete, note that there is a new icon next to the task with the check mark. This shows that the task is 100% complete.
25. This topic covered: - Running an Ongoing Project Summary by Department report End of Procedure.
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Adjusting Ongoing Projects
Learning Objective: In this topic, you will learn how to adjust ongoing projects.
Upon completion of this topic, you will be able to:
Adjust Ongoing Projects.
Procedure This topic will cover: - Adjusting Ongoing Projects Estimated time to complete this topic: 3 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. To adjust an ongoing project, open the CCGCAPEX application. Click the CCGCAPEX link under the Quick Links section.
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Step Action
2. The CCGCAPEX application is displayed. Click the Expand button to view more options under the Capital Equipment Projects Budget folder.
3. Click in the 3.0 - Adjust Ongoing Projects link to view the action item.
4. The Task List Status for that action item is displayed. Click the Task Instructions tab to read the instructions.
5. The Task Instructions tab displays the steps to be performed to complete this task. Follow through and complete this task.
6. Click the Task - 3.0 - Adjust Ongoing Projects tab.
7. Click the Entity dropdown button to view more options.
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Step Action
8. Choose the appropriate entity if needed. Click the Close button.
9. All of the ongoing projects under the selected entity are displayed. Right-click on the project number for which the adjustment needs to be made. In this example, right-click on P_21024 project number.
10. Project edit options are displayed. Select the appropriate option for editing the project. In this example, click the 1. Edit CEP Project Budget menu.
11. Click in the 1.1 Edit Ongoing Project by Year submenu.
12. The Project Details are displayed. Click the 2. Fixed Plant Institution Equip tab to make the changes.
13. To add the budget for FY2018, click the FY18 field. Note: The funding source is defaulted to Debt Proceeds, click on the dropdown menu to view more options.
14. Enter the appropriate amount into the FY18 field. In this example, enter "60789".
15. To add the budget for FY2019, click the FY19 field.
16. Enter the appropriate amount into the FY19 field. In this example, enter "60000".
17. To add the budget for FY2020, click the FY20 field.
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Step Action
18. Enter the appropriate amount into the FY20 field. In this example, enter "67890".
19. Make all the adjustments to the project and click the Save button.
20. The Information window is displayed. Click the OK button.
21. Click the Complete option to mark the task as complete.
22. Once the task is marked complete, note that there is a new icon next to the task with the check mark. This shows that the task is 100% complete.
23. Click the Task List Home button to return to the CCGCAPEX Task List page.
24. This topic covered: - Adjusting Ongoing Projects End of Procedure.
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Adding New CEP Requests
Learning Objective: In this topic, you will learn how to add a new CEP request.
Upon completion of this topic, you will be able to:
Add a New CEP Request
Procedure This topic will cover: - Adding a New CEP Request Estimated time to complete this topic: 6 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. To add a new CEP request, open the CCGCAPEX application. Click the CCGCAPEX link under the Quick Links section.
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Step Action
2. The CCGCAPEX application is displayed. Click the Expand button to view more options under the Capital Equipment Projects Budget folder.
3. Click the Expand button to view more options under the Add New CEP Project Requests folder.
4. Double-click the 4.1 - Add New CEP Requests link to view the action item.
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Step Action
5. The Task List Status for that action item is displayed. Click the Task Instructions tab to read the instructions.
6. The Task Instructions tab displays the steps to be performed to complete this task. Follow through and complete this task.
7. Click the Task - 4.1 - Add New CEP Requests tab.
8. Click the Entity dropdown button to view more options.
9. All the entities to which you have access are displayed. Select the appropriate entity from the list. In this example, click the 1016- It Solutions option.
10. Click the Go button to add a new request under the selected entity.
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Step Action
11. To add a new CEP request, right-click the column before Project Name.
12. Click the 1. Add New Project submenu to start the process.
Step Action
13. The New Projects Properties window is displayed. Enter Project Name and Short project description before selecting a Project Type. In this example project name and description have been entered. Click the Capital Equipment Project list item from the option.
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Step Action
14. The Information window is displayed. Click the OK button.
15. The Project is now added to the list under the entity. Right-click the New Project Request 21 link to add project details.
16. Click the 2. Add Project Details from the menu.
17. Click the 2.1 Add Project Detail by Year submenu.
18. The Project Request Details page is displayed. Click in the Project Requester Name field.
19. Enter the appropriate name into the Project Requester Name field. Enter "Riya Talreja".
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Step Action
20. Click in the Contact Email field.
21. Enter the appropriate email into the Contact Email field. In this example, enter "[email protected]".
22. The rest of the details should be entered. “General Comments” should contain attachments (for example – Business Case). Also if CEP project is related to CIP, it should have a CIP project ID in it.
23. Click the 2. Fixed Plant Institution Equip tab to enter budget information by years.
24. Click the FY18 field.
25. Enter the appropriate amount into the FY18 field. In this example, enter "3000".
26. Click the FY19 field.
27. Enter the appropriate amount into the FY19 field. In this example, enter "40000".
28. Click the FY20 field.
29. Enter the appropriate amount into the FY20 field. In this example, enter "50000".
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Step Action
30. Click the Save button.
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Step Action
31. The Information window is displayed. Click the OK button.
32. Click the 7. Non-Capitalizable Items tab to enter budget information.
33. Click the FY18 field.
34. Enter the appropriate amount into the FY18 field. In this example, enter "1000". Note: Only “Operating” or “SPF” funds are available for this task.
35. Click the FY19 field.
36. Enter the appropriate amount into the FY19 field. In this example, enter "5000".
37. Click in the FY20 field.
38. Enter the appropriate amount into the FY20 field. In this example, enter "1000".
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Step Action
39. Click the Save button.
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Step Action
40. The Information window is displayed. Click the OK button.
41. Click the Complete option to mark the task as complete.
42. Once the task is marked complete, note that there is a new icon next to the task with the check mark. This shows that the task is 100% complete.
43. Click the Task List Home button to return to the CCGCAPEX Task List page.
44. This topic covered: - Adding a New CEP Request End of Procedure.
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Attaching a Document
Learning Objective: In this topic, you will learn how to add an attachment.
Upon completion of this topic, you will be able to:
Add an attachment.
Procedure This topic will cover: - Attaching a document Estimated time to complete this topic: 7 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. To add a vehicle from open the CCGCAPEX application. Click the CCGCAPEX link under the Quick Links section.
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Step Action
2. The CCGCAPEX application is displayed. Click the Expand button to view more options under the Capital Equipment Projects Budget folder.
3. Click the Expand button to view more options under the Add New CEP Project Requests folder.
4. You can attach Vehicle form or IT Asset Form from this folder menu.
5. Click the 4.2 - Add Vehicle Form link to view the action item.
6. The STEP portal will automatically load while clicking the Add Vehicle Form task. All the templates will be uploaded in the STEP portal for your use. The users will be able to download the vehicle request form, save it to their machine, fill the form with valid information and import it to Hyperion.
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Step Action
7. Click the Scrollbar to view more options on the page.
8. The vehicle request form is loaded on the page under Capital Equipment Projects heading. Clicking on the Vehicle Request Form link will open up the document. Save it to the machine and fill in the valid information before importing in to Hyperion.
9. Click the Vehicle Request Form link to open the form. Note: You can download any template depending on the project need. In this example, we will download a Vehicle Request Form.
10. The form opens in a .PDF format. You should save this template to your machine and then fill out the information.
11. Click the Download button.
12. Save the file in the appropriate location in your machine. Click the OK button.
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Step Action
13. Click the Close button.
Step Action
14. Access the template on your computer and double-click on the file to open it. In this example, double-click on the Vehicle-Request-Form file.
15. Fill in the form with valid information and save it back to your machine.
16. The business process is to name the file with the department number at the end so that it is easily identified by the DBMS reviewers.
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Step Action
17. The Hyperion page is displayed. To import the saved file to hyperion, click the Explore button.
18. The Explore page is displayed. Click the CCGCAPEX folder.
19. The CCGCAPEX folder contents are displayed. Double-click the Vehicle Form Submittal folder.
20. The Vehicle Form Submittal folder is displayed. Click the File menu.
21. Click the Import submenu.
22. Select the File... option to import a file.
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Step Action
23. The Import window is displayed. Click the Browse… button to locate the file in your machine.
24. Select the file to be imported. In this example, click on the Vehicle-Request-Form_1009.pdf file.
25. Click the Open button.
26. Click in the Description: field.
27. Enter the appropriate description into the Description: field. In this example, enter "New Vehicle Request".
28. Click the Finish button to finish the import process.
29. Click the Close button to return to the task list.
30. The Task List is displayed. Click the 4.1 - Add New CEP Requests list item.
31. Right-click the New Project Request 12 link to add details.
32. Click the 2. Add Project Details menu.
33. Click the 2.1 Add Project Detail by Year submenu to attach vehicle form.
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Step Action
34. The Project Request Details page is displayed. Right-click in the General Comments field.
35. Click the Attachments menu.
36. The Document Attachments page is displayed. Click the Document Attachments button.
37. The Document Attachments window is displayed. Click in the Description field.
38. Enter the appropriate description into the Description field. In this example, enter "New Form".
39. Click in the Reference field.
40. Enter the appropriate information into the Reference field. In this example, enter "Vehicle Request Form".
41. Click the Browse to Workspace button to locate the file.
42. The Root folder is displayed. Double-click the CCGCAPEX folder.
43. Double-click the Vehicle Form Submittal folder.
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Step Action
44. Click the Vehicle-Request-Form_1009.pdf file.
45. Click the OK button.
46. Click the OK button to attach the file selected.
47. The attachment has been made. Click the Close button.
48. The little paper clip on the top corner of the General Comments field shows that the file has been attached.
49. Click the 4.2 - Add Vehicle Form list item.
50. Click the Complete option to mark the task complete.
51. Once the task is marked complete, note that there is a new icon next to the task with the check mark. This shows that the task is 100% complete.
52. This topic covered: - Attaching a document End of Procedure.
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Deleting a New Project
Learning Objective: In this topic you will learn how to delete a new project.
Upon completion of this topic you will be able to:
Delete a New Project
Procedure This topic will cover: - Deleting a New Project Estimated time to complete this topic: 2 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. To delete a new project open the CCGCAPEX application. Click the CCGCAPEX link under the Quick Links section.
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Step Action
2. The CCGCAPEX application is displayed. Click the Expand button to view more options under the Capital Equipment Projects Budget folder.
3. Click the Expand button to view more options under the Add New CEP Project Requests folder.
4. Double-click the 4.1 - Add New CEP Requests link to view the action item.
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Step Action
5. The list of already existing projects are displayed. Select the project you want to delete. In this example, right-click the New Project Request 15 to view menu options.
6. Click the 3. Delete New Project item from the list.
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Step Action
7. The Runtime Prompts - Delete New Project window is displayed. Double check the Entity and Project before proceeding. Click the Delete button.
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Step Action
8. The Information window is displayed. Click the OK button.
9. Click the Task List Home button to return to the CCGCAPEX Task List page.
10. This topic covered: - Deleting a New Project End of Procedure.
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Running a Project Request Summary Report
Learning Objective: In this topic, you will learn how to run a project request summary report.
Upon completion of this topic, you will be able to:
Run a Project Request Summary Report
Procedure This topic will cover: - Running a Project Request Summary Report Estimated time to complete this topic: 3 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. To run project request summary report open the CCGCAPEX application. Click the CCGCAPEX link under the Recently Opened section.
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Step Action
2. The CCGCAPEX application is displayed. Click the Expand button to view more options under the Capital Equipment Projects Budget folder.
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Step Action
3. Click on the 5.0 - Run Project Request Summary link to view the action item.
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Step Action
4. The Task List Status for that action item is displayed. Click the Task Instructions tab to read the instructions.
5. The Task Instructions tab displays the steps to be performed to complete this task. Follow through and complete this task.
Step Action
6. Click the Explore button on the menu bar.
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Step Action
7. The Explore page is displayed. To proceed as per the instruction, click the CCGCAPEX folder.
8. Double-click the CCGCAPEX Reports folder.
9. The CCGCAPEX Reports folder is displayed. Right-click the Project Request Summary - By Dept link.
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Step Action
10. Click the HTML Preview menu to run the report.
11. The Preview User Point of View window is displayed. The Entity has already been selected. If you want to run the report for another entity, use the Select... button to search for the same. In this example, click the OK button to execute the report.
12. The Project Request Summary - By Dept report is displayed. Click the Open In PDF button to view the report in PDF format.
13. The report is displayed in pdf format. Click the Close button.
14. Click the Close button.
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Step Action
15. Click the Complete option to mark the task complete.
16. Once the task is marked complete, note that there is a new icon next to the task with the check mark. This shows that the task is 100% complete.
17. Click the Task List Home button to return to the CCGCAPEX Task List page.
18. This topic covered: - Running a Project Request Summary Report End of Procedure.
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Export Reports to Excel, Word or Powerpoint
Learning Objective: In this topic, you will learn how to run a report and export it to excel, word or
powerpoint.
Upon completion of this topic, you will be able to:
Export reports to different format.
Procedure This topic will cover: - Exporting reports to excel, word or powerpoint. Estimated time to complete this topic: 5 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. To run project request summary report open the CCGCAPEX application. Click the CCGCAPEX link under the Quick Links section.
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Step Action
2. The CCGCAPEX application is displayed. Click the Expand button to view more options under the Capital Equipment Projects Budget folder.
3. Click on the 5.0 - Run Project Request Summary link to view the action item.
4. Click the Explore button on the menu bar.
5. The Explore page is displayed. To proceed as per the instruction, click the CCGCAPEX folder.
6. Double-click the CCGCAPEX Reports folder.
7. The CCGCAPEX Reports folder is displayed. Right-click the Project Request Summary - By Dept link.
8. Click the Open In menu to run the report.
9. Click the HTML Preview menu to run the report.
10. The Preview User Point of View window is displayed. The Entity has already been selected. If you want to run the report for another entity, use the Select... button to search for the same.
11. The Project Request Summary - By Dept report is displayed. Click the File menu to view more options to export.
12. Click in the Export menu.
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Step Action
13. Depending on the format you wan to export, make your selection. In this example, click the Excel option.
14. Click the OK button to open the report in excel format. You could also save your report using the Save File option.
15. The report is displayed in the excel format. Click the save option to save the file or close excel.
Step Action
16. Click the Close button.
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Step Action
17. Click the Close button.
18. Click the Close button.
19. Click the Task List Home button to return to the CCGCAPEX Task List page.
20. This topic covered: - Exporting reports to excel, word or powerpoint. End of Procedure.
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Ranking Order Requests
Learning Objective: In this topic, you will learn how to rank the order of your requests.
Upon completion of this topic, you will be able to:
Rank the Order of Your Requests.
Procedure This topic will cover: - Ranking Order Request Estimated time to complete this topic: 3 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. To rank order request open the CAPEX application. Click the CCGCAPEX link under the Recently Opened section.
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Step Action
2. The CCGCAPEX application is displayed. Click the Expand button to view more options under the Capital Equipment Projects Budget folder.
3. Click on the 6.0 - Rank Order Projects link to view the action item.
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Step Action
4. The Task List Status for that action item is displayed. Click the Task Instructions tab to read the instructions.
5. The Task Instructions tab is displays the steps to be performed to complete this task. Follow through and complete this task.
6. Click the Task - 6.0 - Rank Order Projects tab.
7. You can rank the projects as per the requirement. Note: The projects with the same ranking number will not be reviewed by DBMS team.
8. The list of all projects are displayed. Click the Department Rank field for the Room Training project.
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Step Action
9. Enter the appropriate rank information into the Department Rank field. In this example, enter "3".
10. Click the Department Rank field for the Vehicle project.
11. Enter the appropriate rank information into the Department Rank field. In this example, enter "2".
12. Click the Department Rank field for the Training project.
13. Enter the appropriate rank information into the Department Rank field. In this example, enter "1".
Step Action
14. Click the Save button.
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Step Action
15. The Information window is displayed. Click the OK button.
16. Click the Complete option to mark the task complete.
17. Once the task is marked complete, note that there is a new icon next to the task with the check mark. This shows that the task is 100% complete.
18. Click the Task List Home button to return to the CCGCAPEX Task List page.
19. This topic covered: - Rank Order Request End of Procedure.
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Running a New Project Request Rank by Department Report
Learning Objective: In this topic, you will learn how to run a new project request rank by department
report.
Upon completion of this topic, you will be able to:
Run a New Project Request Rank by Department Report
Procedure This topic will cover: - Running a New Project Request Rank By Department report Estimated time to complete this topic: 3 minutes
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Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. To run new project request rank by department report open the CCGCAPEX application. Click the CCGCAPEX link under the Recently Opened section.
Step Action
2. The CCGCAPEX application is displayed. Click the Expand button to view more options under the Capital Equipment Projects Budget folder.
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Step Action
3. Click on the 7.0 - Run New Project Request Rank link to view the action item.
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Step Action
4. The Task List Status for that action item is displayed. Click the Task Instructions tab to read the instructions.
5. The Task Instructions tab displays the steps to be performed to complete this task. Follow through and complete this task.
Step Action
6. Click the Explore button on the menu bar.
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Step Action
7. The Explore page is displayed. To proceed as per the instruction, click the CCGCAPEX folder.
8. Double-click the CCGCAPEX Reports folder.
9. The CCGCAPEX/Reports folder is displayed. Right-click the New Project Request Rank - By Dept link.
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Step Action
10. Click the HTML Preview menu to run the report.
11. The Preview User Point of View window is displayed. Click the Select... button to choose the Entity for which you want to execute the report.
12. The Preview User Point of View window is displayed. Click in the Find field.
13. Enter the appropriate entity into the Find field. In this example, enter "E1016".
14. Click the Find button to execute the search.
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Step Action
15. The entity queried is displayed and selected by default. Click the OK button to proceed.
16. Click the OK button to execute the report.
17. The report output is displayed in HTML format. Click the Open In PDF button to view the report in pdf format.
18. The report output is displayed in the pdf format.
Step Action
19. Click the Close button.
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Step Action
20. Click the Close button.
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Step Action
21. Click the Complete option to mark the task complete.
22. Once the task is marked complete, note that there is a new icon next to the task with the check mark. This shows that the task is 100% complete.
23. Click the Task List Home button to return to the CCGCAPEX Task List page.
24. This topic covered: - Running a New Project Request Rank By Department report End of Procedure.
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Assigning Special Purpose Fund to Requests
Learning Objective: In this topic, you will learn how to assign a special purpose fund to requests.
Upon completion of this topic, you will be able to:
Assign a Special Purpose Fund to Requests
Procedure This topic will cover: - Assigning a Special Purpose Fund to Requests Estimated time to complete this topic: 2 minutes
Step Action
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Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. To assign special purpose fund to requests open the CCGCAPEX application. Click the CCGCAPEX link under the Recently Opened section.
Step Action
2. The CCGCAPEX application is displayed. Click the Expand button to view more options under the Capital Equipment Projects Budget folder.
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Step Action
3. Click on the 8.0 - Assign Special Purpose Funds link to view the action item.
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Step Action
4. The Assign Special Purpose Funds to Requests page is displayed. Click the Special Purpose Fund field for the appropriate project.
5. Click the SmartList dropdown list to view more options.
6. The Entries window is displayed. Select the appropriate project from the list. Note: All Special Purpose Funds (Former Departments) should be using their head organizations in order to enter a capital request, and assign its fund number to each request. In this example, click the 11249-Geographical Info Sys - Gis option, but the requesting organization will be 1009(BOT).
7. Click the Special Purpose Fund field for the next project.
8. Click the SmartList dropdown list to view more options.
9. The Entries window is displayed. Select the appropriate project from the list. In this example, click the 11306-Election option.
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Step Action
10. Click the Save button.
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Step Action
11. The Information window is displayed. Click the OK button.
12. Click the Complete option to mark the task complete.
13. Once the task is marked complete, note that there is a new icon next to the task with the check mark. This shows that the task is 100% complete.
14. Click the Task List Home button to return to the CCGCAPEX Task List page.
15. This topic covered: - Assigning a Special Purpose Fund to Requests End of Procedure.
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Promoting Requests for Approval
Learning Objective: In this topic, you will learn how to promote requests for approval.
Upon completion of this topic, you will be able to:
Promote Requests for Approval
Procedure This topic will cover: - Promoting requests for approval Estimated time to complete this topic: 2 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. To promote requests for approval, open the CCGCAPEX application. Click the CCGCAPEX link under the Recently Opened section.
Training Guide
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Step Action
2. The CCGCAPEX application is displayed. Click the Expand button to view more options under the Capital Equipment Projects Budget folder.
3. Click on the 9.0 - Promote Requests for Approval link to view the action item.
Training Guide
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Step Action
4. The Task List Status for that action item is displayed. Click the Task Instructions tab to read the instructions.
5. The Task Instructions tab displays the steps to be performed to complete this task. Follow through and complete this task.
6. Click the Task - 9.0 - Promote Requests for Approval tab.
7. The Manage Approval page is displayed. To promote requests for approval, click the Change Status button.
Training Guide
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Step Action
8. The Change Status window is displayed. Click the Select Action dropdown to view all the options. In this example, click the Promote list item.
9. Click the Select Next Owner dropdown to view all the options. In this example, click the rtalreja list item.
Training Guide
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Step Action
10. The Information window is displayed. Click the OK button.
11. Click the Complete option to mark the task as complete.
12. Once the task is marked complete, note that there is a new icon (with the check mark) next to the task . This shows that the task is 100% complete.
13. Click the Task List Home button to return to the CCGCAPEX Task List page.
14. This topic covered: - Promoting requests for approval End of Procedure.
Training Guide
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Department Request Review
Learning Objective: In this topic you will learn how to complete a department request review.
Upon completion of this topic you will be able to:
Complete a Department Request Review.
Procedure This topic will cover: - Department Request Review Estimated time to complete this topic: 2 minutes
Step Action
1. After logging on with your username and password, the Oracle Hyperion Home Page is displayed. To perform department request review, open the CAPEX application. Click the CCGCAPEX link under the Recently Opened section.
Training Guide
Page 77
Step Action
2. The CCGCAPEX application is displayed. Click the Expand button to view more options under the Capital Equipment Projects Budget folder.
3. Click the 10.0 - Department Request Review link to view the action item.
Training Guide
Page 78
Step Action
4. The Task List Status for that action item is displayed. Click the Task Instructions tab to read the instructions.
5. The Task Instructions tab displays the steps to be performed to complete this task. Follow through and complete this task.
6. Click the Task - 10.0 - Department Request Review tab.
7. The Department Request Review page is displayed. All the projects under the selected entity are displayed.
8. You may need to scroll down or to the right to view all of the information.
9. Once you have reviewed all of the information, click the Complete option to mark the task complete.
10. Once the task is marked "complete", note in the task list that there is a new icon with the check mark next to the task . This shows that the task is 100% complete.
Training Guide
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Step Action
11. Click the Task List Home button to return to the CAPEX Task List page.
12. This topic covered: - Department Request Review End of Procedure.