Multi-year Planning Template Job Aid.pdf

multi-year_planning_template_job_aid_final.pdf
Preview of Multi-year planning template job aid
🔗 Source: cfo.berkeley.edu
📊 Size: 233 KB
👤 Author: emily6zt
⬇️ Downloads: 53

Summary

To use the Multi-Year Planning Template (MYPT), sign into Smart View using Citrix, open the template, and select the "Template" tab. Connect to the database using your Calnet ID and select the "Oracle Essbase" data source. Select the "Ad Hoc Analysis" option and refresh the template. To refresh the template tab, select your L3 Org Node and click "Ok". Decide on the preferred Org Node level to model FY21 and FY22, either L4 or L5. Cascade the template down to the selected Org Nodes during non-peak hours, using a live feed connection. Model FY21 and FY22 in each cascaded tab, using percentage or dollar increases, and consolidate the data at the L3 Org Node level. Review the "Executive Summary View" tab for completeness and verify the information prior to submission.

Description

To use the Multi-Year Planning Template (MYPT), sign into Smart View using Citrix, open the template, and select the "Template" tab.

Technical Information

  • File Format: PDF
  • File Size: 233 KB
  • Pages: 4
  • Language: EN
  • Author: emily6zt
  • Total Downloads: 53
  • Last Updated: 1 week ago

Document Overview

This PDF document about Multi-year planning template job aid provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into Multi-year planning template job aid.

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