Recent highlights and updates

March 18, 2026

Annual Plan Module Now Open

On Monday, the new Annual Plan tool in Oracle Enterprise Performance Management (EPM) opened for data input. If you require access to this module but have not yet completed required training, please complete the Annual Plan e-learning course before April 2.

More information on Annual Plan and the new campus budgeting cycle can be found on our Annual Plan webpage.

Gateway PO Closure Permissions Restored

Gateway Requesters and Receivers once again have permission to close Purchase Orders (POs), and departments are encouraged to review and close completed POs—especially ahead of fiscal year-end close—to prevent unnecessary liens from carrying forward on financial statements. See the memo below for a pre-closure checklist, training resources, and support information.

FinHub Enhancements

The FinHub team recently released the first two data glossaries for the Operating Financials Dashboard and the UCPath Payroll Dashboard, which offer definitions and reference information to support consistent understanding of key data elements. Additional dashboard glossaries will be released in the coming months. 

For a detailed list of all recent FinHub report enhancements and when they were released, access the new “Releases and Enhancements” section on our FMM Reporting webpage.

Reminder: Journal Corrections for Retroactive Payroll Adjustments

Some retroactive payroll adjustments processed by UCPath may reference legacy chartstrings that do not map directly to the new Common Chart of Accounts (CCOA). Departments may need to review these postings and, if needed, process a manual journal entry to move the expense to the appropriate chartstring.

UC Santa Barbara’s campus news publication, The Current, recently highlighted the major progress and impact of the FMM program, highlighting the scale of the campuswide effort and the collaboration that made this transformation possible. Read the full story below to see how this multi-year initiative is reshaping financial management at UCSB as we continue adapting to the new system.

Know the various options to get help as you navigate the new financial landscape.

Call the FMM Help Desk

805-893-5400 (Mon-Fri, 10am-3pm)

Dedicated team of experts to resolve or escalate issues

Submit a ServiceNow ticket

For any FMM-related questions.

Attend office hours

Get system or topic-specific support from subject matter experts.

Check the Known Issues Tracker

Stay updated on items the team is already aware of and working to resolve.

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Questions?

Submit a contact form on the FMM website.