March 11, 2025 | Edition #211

✨ What’s new in this digest? ✨

• As mentioned during the last few Weekly Digests, the Weekly Digest adopted a new look while keeping the same great content. View the following video for a detailed walkthrough!

• New Compensation Planning Report: The BDP Analysis Report is now live in the Business Analytics Hub, providing insights on FTE & Salary for better compensation planning.
• GL-PPM & Cost Transfer Updates: New Project Classification prompt in GL-PPM Reconciliation and Expenditure Type column in Project Cost Transfer reports enhance reporting.
• Finance Training Requirement! Advanced Oracle users must complete the Oracle Foundations training by 6/30 or request role removal if no longer needed.
• Travel Booking Info Session: Learn about Triton Travel booking options in IPPS Hot Topics on 3/19 (11AM - 12PM)—available for business & personal travel!

⏰ Watch out for these time-sensitive deadlines! ⏰

📌 3/13: Attend the Concur: Event Expenses & Other Reimbursements training from 9AM - 10:30AM to learn about processing reimbursements and event payments in Concur.

📌 3/19: Join the IPPS Hot Topics: Booking Travel session at 11AM - 12PM to explore Triton Travel booking options for business and personal trips.

📌 3/20: Attend UC San Diego Travel: Before You Go from 9AM - 11AM for an in-depth look at Concur travel booking and preauthorization.

📌 3/20: Learn how to report expenses and process reimbursements at UC San Diego Travel: Reporting Expenses, from 1PM - 3PM.

📌 3/21: Join the Financial Operations Office Hours at 9AM - 10AM for updates from Accounts Receivable, Strategic Design, and Cash & Merchant Services.

📌 3/26: Attend the UCOP Central Travel Office webinar on Car Rentals vs. Rideshare to explore the best travel options based on cost and convenience.

📌 3/31: Last day to claim unclaimed refund checks from suppliers—check the list to see if your department has funds waiting.

📌 4/1: Budget preparers must submit FY26 budgets in EPBCS by this date. VC Offices have access until 4/30. Access EPBCS here.

📌 4/17: UCOP is planning on deprecating the Direct Retro (DR) tool in UCPath effective 7/1/25. Click here for upcoming critical deadlines. (Next deadline is 4/17).

📌 6/30: Advanced Oracle users must complete the Oracle Foundations training or request role removal if access is no longer needed.

3 Weeks Left for Budget Development Entries in EPBCS

This year’s budget entry deadline for budget preparers is 4/1. The system remains open to VC Offices through 4/30. Click here to access the EPBCS production environment to complete your FY26 operating budget.  

Retirement of Direct Retro Tool in UCPath

UCOP is planning on deprecating the Direct Retro (DR) tool in UCPath effective 7/1/25.

Click here for upcoming critical deadlines. Next deadline is 4/17/25.

New Compensation Planning Dashboard Update & BDP Analysis Report!

The BDP Analysis Report provides a summary of position data in the Budget Distribution Page (BDP) tool in UCPath and additional pertinent data fields from UCPath to perform ad hoc compensation analyses on FTE & Salary by groupings such as job code categories and groupings. This report also displays the calculation for Annual Budgeted Amount that matches the data feed to EPBCS for planning purposes. 

The BDP Analysis report is available from the Business Analytics Hub under the Compensation Planning Dashboard. 

Enhancements to GL-PPM Reconciliation report

• A prompt for Project Classification has been added.
• A column for Project Status has been added to the Resources tab.

Enhancements to Project Cost Transfer Panorama

Expenditure Type has been added to the Cost Transfers by Date and Transaction Number report.

Special thanks to everyone who submitted enhancement requests: Natalie Virissimo, Crystal Nguyen, and Lindsay Root.

Finance Training Program Assignment

If you have inquiry or higher Oracle roles and have not yet taken the Oracle Foundations series in the UC Learning Center, you will receive a notification within the next week to complete the training by 6/30/25. If you believe you do not need Oracle roles and would like to request their removal, please submit a Services & Support ticket to the Financial Insights and Training Solutions team. Note that removing your advanced roles will not interfere with your ability to place orders or run reports. If you only need to access reports, you can request the UCSD BI Consumer JR.

IPPS Hot Topics: Booking Travel

Wednesday, 3/19 @ 11:00AM - 12:00PM

Learn How to Travel the Triton Way!

In this session we will explore all the booking options available through the Triton Travel program, whether you book online in Concur, over the phone with our partner agencies, or through our dedicated SWABIZ page for Southwest Airlines. These options are also available for personal travel, giving you the flexibility you need.

📜 Weekly Digest Archive 📜

Be sure to check out our previously published articles to review essential information and announcements.

Office Hours Calendar

Check out our office hours and sections this week! Our Fund Management, ECERT Effort Reporting, IPPS, ICA, and Reporting hours are linked below. We’re here to support you!

Special Reminders:

📣 Every Thursday @ 11:00AM - 12:00PM - Fund Management Office Hours: At this week’s office hours, we will continue our Uniform Guidance Training Series with a focus on program income. Click here for a full schedule, subject to modification. Additionally, Danny Haughton from the UCPath Center will present an update on fixes to issues noted in UCPath.

The Support Framework: Your Guide to Finding Help

Learning all there is to know about budget & finance can feel daunting.

The Support Framework is designed to help the Budget & Finance community, including faculty or staff with financial responsibilities, identify their resources based on the following questions:

• What can I do on my own?
• Where can I get help?
• Who can help escalate?
• How do I suggest enhancements?

Bookmark or download a copy for quick links to various resources available to you.

Each Tuesday, the Weekly Digest provides important updates related to
Budget & Finance, including Oracle Financials Cloud and Concur Travel & Expense.
Our goal is to deliver timely information that matters to you.

Not sure where to find answers? Get started using our Support Framework.

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