Two months until go-live! |
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Resources for Departments |
Readiness Guide
New: This comprehensive document highlights actions you should take over the next two months to stay on top of early fiscal close deadlines, along with resources to help ensure a smooth transition to the new system.
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Cutover Calendar
This resource provides a full catalog of impacts to campus systems as a result of the cutover to Oracle Financials Cloud and the Common Chart of Accounts. Add this to your UCSB Google Calendar to stay informed about fiscal close submission deadlines, periods where systems will be inaccessible, and more.
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May Training Schedule Now Available!
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Review Learning Pathways
These documents outline necessary training and available resources for department staff based on roles and systems.
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Overview of Upcoming Live Training by Topic
A snapshot of upcoming live training is provided below. If these dates don't work for you, don't worry! Trainings will be offered multiple times and recordings will be made available when possible.
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| Understanding the CCOA | Concur Workflow: Deep Dive and Best Practices | Enterprise Performance Management (EPM) |
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| Tues.. 5/13, 10am | Wed. 5/14, 1pm | Terminology: Wed. 5/7, 9am & Thurs. 5/15, 3pm | | Thurs. 5/29, 3pm | Tues. 5/20, 11am | Transfers: Fri. 5/30, 9am |
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| Role Security Administrator (RSA) | Projects & Grants Management (PGM) | Recharge Center Management |
| Mon. 5/5, 10am | GUS to OFC Transition: Thurs. 5/22, 10am | Mon. 5/19, 10:30am | | Tues. 5/20, 1pm | Sponsored Awards: Tues. 5/27, 9am & Thurs. 5/29, 10am | | | | Faculty Funds Business Processes: Wed. 5/28, 1pm | |
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E-Learning Courses are Also Available!
Topics include:
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Understanding the CCOA
- Concur & Gateway Business Process Changes
- EPM Terminology and Reporting
- Role Security Administrator Training
- Introduction to Managing Sponsored and Faculty Funds in OFC
- And more!
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Reminder: Complete the final Change Readiness Survey by Friday, May 9 |
Share your feedback and help inform final outreach efforts!
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Previous & Upcoming Events |
Program Update Town Hall on April 23
Thank you to everyone who joined us in-person and virtually. If you were unable to attend, the recording & slides are posted on our News page.
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Save the Date: Next Hybrid FMM Town Hall
Wednesday, May 21 from 10am-12pm in Corwin Pavilion
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User Acceptance Testing (UAT) |
Formal UAT sessions concluded on April 25. Over the course of nine weeks, 300+ campus testers helped to evaluate use cases and processes across six different systems. The testing team will continue to resolve and retest identified bugs and defects in the coming weeks.
Thank you to all of our participants who devoted their time and effort to testing activities.
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Term Glossary Now Available |
A glossary of key terms related to the FMM implementation is now available on our website. This resource is designed to help campus better understand new terminology and navigate upcoming changes with confidence.
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Please encourage any staff members who may be impacted by FMM to enroll in the FMM mailing list so they can stay up-to-date on this upcoming transition.
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