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Saturday, February 06, 2016
Slide 3 - Oracle Financials Cloud
Release 9
Slide notes
Hello, my name is Cynthia. Welcome to the Release 9 Training for Budgetary Control in the Oracle Financials Cloud. In this session, we’ll cover the Budget
Import enhancements we have made in this release.
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Saturday, February 06, 2016
Slide 4 - Agenda
Slide notes
For the enhancements covered in this training, we’ll give an overview, followed by more detail to explain how you can use them, and what business value
they bring.
Next we’ll explain what you need to consider before enabling these features in your business, and what you need to know to set them up.
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Saturday, February 06, 2016
Slide 5 - Budgetary Conrol Enhancement Overview
Slide notes
The Budgetary Control enhancement is an integrated solution with advanced budgetary control preparation, validation, inquiry and reporting. Budgets can
be integrated with Oracle Hyperion Planning Fusion Edition, Oracle Fusion Project Portfolio Management, and your third party budget preparation solutions
provided by Oracle Fusion Budgetary Control’s open interface. Budget Managers can monitor fund balances, review budget exceptions and control periods
in which funds consumption can occur. Transaction users can preview funds available during transaction entry and engage Budget Managers to resolve
funds check failures. You can perform real time inquiry and reporting of funds available complete with funds consumption analysis across multiple
summarizations and formats.
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Saturday, February 06, 2016
Slide 6 - Budget Import Enhancement Overview
Slide notes
Budget Import allows you to automatically load budget balances from Oracle Hyperion Planning Fusion Edition, Oracle Fusion Project Portfolio
Management or a third party software via the cloud open interface or spreadsheet upload. It also allows you to categorize budget balances as initial or
adjustment based on budget period status. When the budget period is in the status of “Available for Budgeting” the budget balance is categorized as an
initial balance. Once the budget period is open, the budget balances are then categorized as an adjustment.
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Saturday, February 06, 2016
Slide 7 - Enter Budgets - Spreadsheet
Slide notes
The Enter Budget Amounts spreadsheet is available via the application from the budgetary control work area. The spreadsheet interface is automatically
populated with the existing balances of budget accounts for the selected control budget and budget periods. You are able to adjust existing budget
amounts or add new budget accounts and budgets amounts. Once everything has been entered into the spreadsheet, the budget can be imported easily
by clicking the import button.
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Saturday, February 06, 2016
Slide 8 - Enter Budgets – Open Interface
Slide notes
The open interface table is provided to programmatically loaded budget amounts to one or more control budgets from your third party systems. You can
access the open interface table using a spreadsheet or any csv file. Once data is loaded into the interface table, the budget import process is submitted to
import budgets into budgetary control. Load budget amounts to many control budgets in one spreadsheet.
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Slide 9 - Enter Budgets - Hyperion Planning
Slide notes
Hyperion Planning can be used to plan and prepare budgets. Budget dimensions and budget periods are mapped between source and target, and then the
budget amounts are transferred to budgetary control. This option applies only to those who have licensed Hyperion Planning.
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Saturday, February 06, 2016
Slide 10 - Enter Budgets - Projects Portfolio Management
Slide notes
Finally, use project budget balances from Projects Portfolio Management for budgetary control. Enter and control your budget amounts for projects and top
level resources in Projects Portfolio Management. When a project is baselined, its budget amounts are automatically uploaded into budgetary control.
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Slide 11 - Budget Import
Slide notes
The budget import enhancement aids your organization in the process of planning and preparation of your budgets and improves budget management
efficiency by allowing use of a variety of budget preparation tools. It allows you to Seamlessly integrate Oracle Hyperion Planning and Oracle Fusion
Project Portfolio Management with Oracle Financials or use budgetary control’s cloud open interface to import budget amounts from your third party budget
preparation tool. Budget creation is flexible using defined hierarchies to enable budget amounts to be loaded at parent levels, which is a level higher than
the detail values entered on a transaction or journal, or at the detail level.
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Slide 12 - Summary of Enhancement Capabilities
Slide notes
Here is the summary of the feature I have talked about today: Use the budget import feature to seamlessly import budgets from various budget preparation
tools such as from Oracle Hyperion Planning Fusion Edition, Oracle Fusion Project Portfolio Management or a third party software via the cloud open
interface or spreadsheet upload
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Saturday, February 06, 2016
Slide 13 - Implementation Advice
Slide notes
So that concludes the audio portion of this presentation, thank you for listening. There is no audio in the implementation advice section. You can easily
pause and rewind any of these slides if you require additional time to take in the detail.
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Slide 14 - Feature Impact Guidelines
Slide notes
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Slide 15 - Job Roles & Associated Duty Roles
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Slide 16 - Associated Release Training
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