hyperion capex-dot - cook county,...

HYPERION CAPEX-DOT

Created on 6/5/2017 12:45:00 PM

Training Guide

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Table of Contents CAPEX-DOT .................................................................................................................. 1

Capital Budgeting- DOT ............................................................................................ 1 Reviewing the DBMS Budget Memo- DOT .............................................................................. 1 Running an Ongoing Project Summary Report by Department- DOT ..................................... 5 Adjusting Ongoing Projects- DOT .......................................................................................... 11 Adding New DOT Requests- DOT ......................................................................................... 15 Attaching a Document- DOT .................................................................................................. 29 Deleting a New Project- DOT ................................................................................................. 37 Running a Project Request Summary Report- DOT .............................................................. 42 Ranking Order Requests- DOT .............................................................................................. 48 Running a New Project Request Rank by Department Report- DOT .................................... 53 Assigning Special Purpose Fund to Requests- DOT ............................................................. 60 Promoting Requests for Approval- DOT ................................................................................ 66 Department Request Review- DOT ....................................................................................... 71

Training Guide

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CAPEX-DOT

Capital Budgeting- DOT

Reviewing the DBMS Budget Memo- DOT

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- DOT

Learning Objective: In this topic, you will learn how to run an ongoing project summary report by

department.


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 review run 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


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.

10. The Explore page is displayed. To proceed as per the instruction, double click the CCGCAPEX folder.

11. Double-click the UAT folder.

12. The CCGCAPEX/UAT folder is displayed. Right-click the Ongoing Project Summary - By Dept link.

13. Click the HTML Preview menu to run the report.

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.

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Step Action

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.

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.


25. This topic covered: - Running an Ongoing Project Summary by Department report End of Procedure.

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Adjusting Ongoing Projects- DOT

Learning Objective: In this topic, you will learn how to adjust ongoing projects.


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 Department of Transportation Projects Budget folder.

3. Click in the 4.0 - Adjust Ongoing Projects link to view the action item.



6. Click the Task - 4.0 - Adjust Ongoing Projects tab.

7. 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_21065 project number.

8. Project edit options are displayed. Select the appropriate option for editing the project. In this example, click the 1.1 Edit DOT Project Budget menu.

9. Click in the 1.1 Edit Ongoing Project by Year submenu.

10. The Project Details are displayed. Click the 2. Budget Request tab to make the changes.

11. To add the budget for FY2018, click the FY18 field.

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Step Action

12. Enter the appropriate amount into the FY18 field. In this example, enter "5000".

13. Click the FY18 field.


15. To add the budget for FY2019, click the FY19 field.


17. Make all the adjustments to the project and click the Save button.

18. The Information window is displayed.



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Step Action

21. Click the Task List Home button to return to the CCGCAPEX Task List page.

22. This topic covered: - Adjusting Ongoing Projects End of Procedure.

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Adding New DOT Requests- DOT

Learning Objective: In this topic, you will learn how to add a new DOT request.


Add a New DOT Request

Procedure This topic will cover: - Adding a new DOT 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 DOT 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 Department of Transportation Projects Budget folder.

3. Click the 5.0 - Add New DOT Project Requests link to view the action item.



6. Click the Task - 5.0 - Add New DOT Project Requests tab.

7. To add a new DOTP request, right-click the column before Project Name.

8. Click the 1. Add New Project submenu to start the process.

9. The New Project Properties window is displayed. Enter Project Name and Short project description before selecting a Project Type. Click in the Enter Project Name field.

10. Enter the appropriate name into the Project Name field. Note: Use all caps and enter ROUTE NAME (for Capital Projects) or SERVICE NAME (for Professional Service Contracts) followed by SECTION NO. If a Section No. has not been assigned yet, use Route/Service Name only. Contact the DOTH Programming Division Head for Section No. assignments. In this example, enter "BUSSE RD 16-W7141-00-PV".

11. Click in the Enter a short project description field.

12. Enter the appropriate description information into the project description field. In this example, enter "Roadway resurfacing from Golf Road to Central Road".

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Step Action

13. Click the Select Major Project Type dropdown list to view more options.

Step Action

14. Select the appropriate type from the list. In this example, click the DOT Project list item.

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Step Action

15. Click the Save button.

16. The Information window is displayed. Click the OK button.

17. The Project is now added to the list under the entity. Right-click the New Project Request 24 link to add project details.

18. Click the 2. Add DOT Project Details to see more options.

19. Click in the 2.1 Add Project Detail by Year submenu.

20. The Project Request Details page is displayed. Click in the Project Requester Name field.

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Step Action

21. Enter the appropriate name into the Project Requester Name field. Enter "Riya Talreja".

22. Click in the Contact Email field.

23. Enter the appropriate email into the Contact Email field. In this example, enter "[email protected]".

24. Click in Contact Phone Number field.

25. Enter the appropriate work number into the Contact Phone Number field. Note: This field is mandatory. In this example, enter "3126031640".

26. Click in the Project Manager field.

27. Enter the appropriate name into the Project Manager field. Note: This field is mandatory. In this example, enter "Noel Basquin". Please note, Noel has been selected as the User Bureau Chief for this project because in FY18 it will be Design. When Budgeted for FY19, Holly Cichy will be selected as the User Bureau Chief for this project since it will be in construction.

28. Click the Project Start Date field.

29. Click in the Row Project Start Date field.

30. Enter the appropriate start date into the Project Start Date field. Note: This field is mandatory. In this example, enter "24-mar-2017".

31. Click the Project End Date field.

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Step Action

32. Enter the appropriate end date into the Project End Date field. Note: This field is mandatory and ALWAYS USE 30-NOV-2049 the project end date. Please note, that this is a placeholder because the project end date is unknown. The project is officially closed by Fiscal after construction is completed. In this example, enter "30-nov-2049"

33. Click the Asset Type field.

34. Click the dropdown button to view more options.

35. Select the appropriate Asset Type from the dropdown menu. Note: This field is mandatory. Select the Asset Type that best describes the largest type of improvement in the project’s scope of work. Please note, the Asset Type should ideally align with the Type of Work suffix found at the end of the Section No. (See IDOT BLRS Manual Section 2-4.01 for reference). In this example, click in the Pavement option.

36. Click in the Secondary Asset Type field.


38. Select the appropriate Secondary Asset Type from the dropdown menu. Note: This field is optional. Select the Secondary Asset Type that best describes the next largest type of improvement in the project’s scope of work. In this example, click the Pedestrian/Bike option.

39. Click in the Primary Work Type field.


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Step Action

41. Select the appropriate Primary Work Type from the drop-down menu. Note: This field is mandatory. -Preservation if the project repairs or maintains an existing asset. -Modernization if the project replaces an existing asset with upgrades to current standards and/or accommodates future opportunities for enhancement. -Expansion if the project includes new roadway alignments, multi-use path connections and roadway widening to meet long-term growth needs. -Preservation/Modernization or Modernization/Expansion if the project is a combination of those work types. In this example, click in the Modernization/Expansion option.

42. Click in the Region field.


44. Select the appropriate Region from the drop-down menu. Note:This field is mandatory. -Select North if the project is located in the North Suburbs of Cook County. -Select South if the project is located in the South Suburbs of Cook County. -Use Madison Avenue as the North/South dividing line. -Select Chicago if the project is located within the city limits. -Select Countywide is the project is not tied to a specific location. In this example, click the North option.

45. Click in the Council of Government field.


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Step Action

47. Select the appropriate Council of Government from the drop-down menu. Note:This field is mandatory. Please use the map at https://cookcountyil.maps.arcgis.com/home/signin.html and follow the below instructions: 1.Enter following Login Information – User Name: DOTH.SharedUser Password: DOTHgis1 2.Click on Groups in the top left navigation 3.Click on Department of Transportation and Highways (Basic User) in center of screen 4.Click on Cook County Boundaries in center of screen 5.Click on View Application in top right corner 6. Click on the Council of Government layer to determine which one the project is located in If the project is located in more than one Council of Government, select Multi. If the project is not tied to a specific location, select Countywide. In this example, select North West option.

48. Click in the Section Number field.

49. Enter the appropriate number in the Section Number field. Note:This field is optional. Enter the project’s assigned State Section Number. If the Section Number has not yet been assigned, leave blank. Contact the DOTH Programming Division Head for Section Number assignments. In this example, enter "16-W7141-00-PV".

50. Click the Scrollbar to view more options.

51. Click in the Asset Ownership field.


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Step Action

53. Select the appropriate option from the Asset Ownership drop-down menu. Note:This field is mandatory. Please use the map at https://cookcountyil.maps.arcgis.com/home/signin.html (see Step 40.) If the project/service primarily makes improvements within Cook County right-of-way, select County Owned. If the project/service primarily makes improvements outside of Cook County right-of-way, select Non-County Owned. In this example, click the County Owned option. Please note, if a project makes significant improvements to both County-Owned and Non-County Owned assets, two separate project budget requests will need to be made for each.

54. Click in the Commissioner District field.


56. Click the Scrollbar to view more options.

57. Select the appropriate Commissioner District from the drop-down menu. Note:This field is mandatory. Please use the map at https://cookcountyil.maps.arcgis.com/home/signin.html (see Step 40.) Select the appropriate district based on project location. If the project is located in multiple districts, select Multi. If the project is not tied to a specific geographic location, select Countywide. In this example, click the Multi option.

58. Click in the Route field.

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Step Action

59. Enter the appropriate route name in the Route field. Note:This field is mandatory. For projects, enter the main route name being improved. For service contracts, enter the name of the service. In this example, enter "Busse Road". Please note, Route name should align with the Project Name entered in Step 10.

60. Click in the Limits field.

61. Enter the appropriate route name(s) in the Limits field. Note:This field is mandatory. For projects, enter the route name(s) that serve as the limit(s) to the improvement from south to north and from west to east. For intersections and bridges, enter “At” followed by the name of the crossing route, railroad, or waterway. If it is a service contract enter the appropriate geographic limits of the service. In this example, enter "Golf Road to Central Road".

62. Click in the Municipality field.

63. Enter the appropriate municipality name(s) in the Municipality field. Note:This field is mandatory. Please use the map at https://cookcountyil.maps.arcgis.com/home/signin.html (see Step 40.) Based on the project location, enter the name of the municipality(ies) in which the project is located. This is an open field so more than one municipality can be entered. If the project does not fall within a municipality, enter unincorporated. If the project is not tied to a specific location, enter countywide. In this example, enter "Mount Prospect".

64. Click in the Letting Agency field.

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Step Action

65. Enter the appropriate letting agency name in the Letting Agency field. Note:This field is mandatory. Enter the name of the agency that will be letting the construction for projects. For service contracts, enter the name of the agency that will be executing the contract. In this example, enter "Cook County".

66. Click in the Miles field.

67. Enter the appropriate number in the Miles field. Note:This field is mandatory. Enter the length of the improvement measured in center-line miles for the project to the hundredth place. For bridge and intersection improvements enter 0.00. For service contracts enter 0.00. In this example, enter "1.20".

68. Click in the Scope of Work field.

69. Enter the appropriate description in the Scope of Work field. Note:This field is mandatory. Enter a brief description of the improvements being made by the project. For services, enter a brief description of the services provided. In this example, enter "Roadway reconstruction and potential widening, multi use path and potential drainage improvements".

70. Click in the Is the Project Capitalizable? field.


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Step Action

72. Select the appropriate response in the Is the Project Capitalizable? drop-down menu. Note:This field is mandatory. If the project is County-Owned (see Step 44.), and is not maintenance work or a planning study, then select Yes. If the project is Non-County Owned, (see Step 44.), always select No. If the project is maintenance work or a planning study, always select No. In this example, click the "Yes" option.

73. The General Comments field is optional and can be used to provide any other information that may be useful regarding this project budget request during budget review.

74. Click the Save button to save the data.


76. Click the 2. Project Budget tab to enter budget information by years.

77. First, we are going to request MFT funding for design engineering for Busse Road in FY18. Click the drop-down menu to select a funding source. Note: For projects with multiple funding sources, it is very important to make sure you are entering the budget information by years for the correct funding source.

78. Select the appropriate option from the list. In this example, click in the MFT Funded (DOT Only) option.

79. Click the Go Arrow to refresh the page.

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Step Action

80. Click the cell at the intersection of FY18 and 4.0 – Design Engineering-Consultant Services.

81. Enter the appropriate budget amount into the FY18 field. In this example, enter "1000000".

82. We will now going to request MFT funding for construction for Busse Road in FY19 to match grant funding. Click the cell at the intersection of FY19 and 10.0 – DOT-Construction.


84. Click the Save button to save the changes.


86. Now, we are going to request Federal Grant funding for construction for Busse Road. Click the drop-down to select a funding source.

87. Select the appropriate option from the list. In this example, click the Federal Grant option.

88. Click the Go Arrow to refresh the page.

89. Click the cell at the intersection of FY19 and 10.0 – DOT Construction.


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Step Action

91. Click the Save button to save the changes.


93. Click the 3. Total Project Request tab to view the total budget amount requested.

94. This tab sums up the total budget amount requested for this project.




98. This topic covered: - Adding a new DOT request End of Procedure.

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Attaching a Document- DOT

Learning Objective: In this topic, you will learn how to add an attachment.


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


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.



52. This topic covered: - Attaching a document End of Procedure.

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Deleting a New Project- DOT

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


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



10. This topic covered: - Deleting a New Project End of Procedure.

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Running a Project Request Summary Report- DOT

Learning Objective: In this topic, you will learn how to run a project request summary report.


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


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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



Step Action




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Step Action

9. The CCGCAPEX/UAT folder is displayed. Right-click the Project Request Summary - By Dept link.


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.


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Step Action




18. This topic covered: - Running a Project Request Summary Report End of Procedure.

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Ranking Order Requests- DOT

Learning Objective: In this topic, you will learn how to rank the order of your requests.


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


3. Click on the 6.0 - Rank Order Projects link to view the action item.

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Step Action


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.

8. The list of all projects are displayed. Click the Department Rank field for the Room Training project.

9. Enter the appropriate rank information into the Department Rank field. In this example, enter "3".

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Step Action

10. Click the Department Rank field for the Vehicle project.


12. Click the Department Rank field for the Training project.


Step Action


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Step Action





19. This topic covered: - Rank Order Request End of Procedure.

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Running a New Project Request Rank by Department Report- DOT

Learning Objective: In this topic, you will learn how to run a new project request rank by department

report.


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

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 new project request rank by department report open the CCGCAPEX application. Click the CCGCAPEX link under the Recently Opened section.

Step Action


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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



Step Action




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Step Action

9. The CCGCAPEX/UAT folder is displayed. Right-click the New Project Request Rank - By Dept link.


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.

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.

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Step Action


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Step Action




23. 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- DOT

Learning Objective: In this topic, you will learn how to assign a special purpose fund to requests.


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

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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


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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. In this example, click the 11249-Geographical Info Sys - Gis option.

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


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Step Action





15. This topic covered: - Assigning a Special Purpose Fund to Requests End of Procedure.

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Promoting Requests for Approval- DOT

Learning Objective: In this topic, you will learn how to promote requests for approval.


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.

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Step Action


3. Click on the 9.0 - Promote Requests for Approval link to view the action item.

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Step Action



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.

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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.

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Step Action



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.


14. This topic covered: - Promoting requests for approval End of Procedure.

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Department Request Review- DOT

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.

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Step Action


3. Click the 10.0 - Department Request Review link to view the action item.

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Step Action



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.

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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.

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