If you have access to Hyperion, and the link is not visible in the FMS portal, follow these steps:
Check "Budgeting Applications Home" box
Click "Save" and return to Home
If you have followed these steps and still can't see the link, please send an email to Mitchal Derksen and explain the issue. If you don't have access to Hyperion, fill out the Access Request Form, submit it to Mitchal and copy your finance officer for approval.
A blue cell means that there are supporting details behind the value. A brown cell means that the cell has been locked by a user so it will not change. These will be modified by Adjust, Grid Spread or Paste value.
YearTotal is considered as a data entry cell as well as an aggregation for the year. The default calculation is to divide the value in YearTotal among the 12 months. The Fill option will not override the spreading which is at the end of the refresh process.
Yes. However, it is recommended that you use Windows for Mac and Internet Explorer 9 to access Hyperion applications. If you are using Mac OS, then please use Mozilla Firefox 3.5 or greater. Note SmartView is not support through Office on Mac.
Firefox 10 or greater is the preferred browser for Hyperion. Please note for Firefox, users need to install XUL Manager and enable the Hyperion website. Firefox add-on instructions.
Internet Explorer (IE) 8 and 9 are also compatible with Hyperion, however there are security concerns around using older versions of IE. If users choose to use IE 8 or 9 instead of the current version of Firefox, please only use IE for Hyperion planning purposes only and do not use IE to visit other webpages.
The Hyperion system will be updated with FMS data on a monthly basis, generally after Financial Services sends out notifications to run month end reports. Please refer to the Universal Schedule under Budget Schedule, Guidelines, References and Updates.
Yes – users are able to process GPO funding transfers and they will be posted to FMS Central Ledger on the next business day. Note only transfers between G0000 funds are done through the system. These can be viewed in nQuery on the second business day.
Users are also able to process planned Interfund Transfers. Please note that these transfers are for planning purposes only and will not be reflected in FMS.
Transfers for the new G funds (formerly Ancillary and Continuing Studies funds) cannot be done through FundPlan. Transfers from between non-G0000 (eg. G0001 or G0200) funds must be done as interfund transfers and can be processed in FMS via journal voucher.
Yes, if the transfer has not been completed. In order to fix a line that is incorrect, add a new line, use the same department and PG of the incorrect line and leave the fiscal and recurring amounts blank and click on add. This will elminate the incorrect line from your multi-line transfer and you can input the correct department/PG and amounts on a new line.
Yes, the Forecast and Approved Plan are loaded to the Planning ledger. Users need to have an nVision report or use an FMS query to extract data from the table LEDGER_BUDG. Users that want to review the Forecast, the ledger is called FORECAST and for the Approved Plan, the ledger is PLANNING.