Access Hyperion Cloud for Budget Management

Gain access to Oracle Hyperion Cloud for budget management using your PennKey login credentials. Utilize Firefox for optimal performance and navigate to the Planning Application section on the Budget Office website to access various reports, enter budget data, and manage user variables efficiently. Stay informed about consolidated object codes and user preferences for seamless budgeting processes.

• Oracle Hyperion Cloud
• Budget Management
• PennKey Login
• Firefox Compatibility
• Planning Application

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Uploaded on Aug 14, 2024 | 0 Views

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Presentation Transcript

1. Oracle Hyperion Cloud Access: PennKey (and PennKey password) to login. PLEASE USE FIREFOX! Access Hyperion Cloud via the Planning Application section of the Budget Office website. Select PennPlan Login from the red box on the left side. And if prompted, please note that our Identity Domain is a183374. www.budget.upenn.edu Budget Entry: In some cases, particularly with Current Expense, Object Codes that appear in BEN are consolidated in Oracle Cloud. http://www.budget.upenn.edu/dlDocs/RCM_template_1A.pdf Reporting: Several useful reports (please contact F&A with any questions): A7-Account Detail-Non-Compensation A8-Account Detail-Compensation B14-Endowment & Gift Fund Analysis X46-WHA-RCM Row and Object Detail-No Rounding Instant updates from budget entry to reporting output! KNOWLEDGE FOR ACTION

2. Web Browsers for the Cloud / Access for NEW USERS Firefox is compatible with Hyperion Cloud (Preferred Browser) Internet Explorer 11 is compatible with Hyperion Cloud Access for NEW USERS: If you are a NEW USER and do not currently have access to Oracle Hyperion, please visit the Budget Office website here: http://www.budget.upenn.edu/Planning_Application/Support/Documentation/New_User_Setup/ Please select the link to view and print the planning access form and please contact your F&A analyst. KNOWLEDGE FOR ACTION

3. Access Hyperion Cloud and Reports Go to: www.budget.upenn.edu Click PennPlan Login KNOWLEDGE FOR ACTION

4. Login with PennKey KNOWLEDGE FOR ACTION

5. Hyperion Cloud | Homepage KNOWLEDGE FOR ACTION

6. Hyperion Cloud | Homepage Budget Entry here Check/Update USER VARIABLES here KNOWLEDGE FOR ACTION

7. Hyperion Cloud | User Variables Organization selection may be different based upon your system access and area of responsibility. Check user preferences here KNOWLEDGE FOR ACTION