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Frequently Asked Questions
Yes. The system is available off-campus but you will have to be connected to UBC’s VPN using a valid CWL ID. If you do not have VPN access please contact your IT support team.
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.
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.
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 supported through Office on Mac.
To adjust an interfund transfer amount in your forecast for an open month that originated solely from plan, the following steps will need to be performed depending on various scenarios.
If you would like to completely eliminate the amount, you will need to do an interfund transfer for an amount of $0 to the same chartfields used in the plan. This will overwrite what is currently being shown in the open month in your forecast for both the “transfer in” and “transfer out” departments.
If you would like to simply update the current amount that originated from plan to a new overall total, you will need to do an interfund transfer for the new amount you would like the overall total to b, using the same chartfields from the plan. For example: if you currently have a transfer of $5K showing in the open month of December that originated from your plan and you would instead like this amount to be $10K, you need to do an interfund transfer for the month of December for $10K. This will overwrite the original existing amount of $5K for both the “transfer in” and “transfer out” departments.
Please note that after your initial adjustment (from either Scenario #1 or Scenario #2), any subsequent interfund transfers completed will be “added” to the adjusted amount from either scenario above.
Transfers for the new G funds (formerly Ancillary and Continuing Studies funds) cannot be done through FundPlan. Transfers from between non-G0000 (e.g. G0001 or G0200) funds must be done as interfund transfers and can be processed in FMS via journal voucher.
Data from Position Management is loaded weekly to Hyperion. Please refer to the Universal Schedule under Budgeting guidelines and processes.
The Hyperion system will be updated with FMS data on a monthly basis, generally after Finance sends out notifications to run month end reports. Please refer to the Universal Schedule under Budgeting guidelines and processes.
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 eliminate the incorrect line from your multi-line transfer and you can input the correct department/PG and amounts on a new line.
No. The system is scheduled to go offline for maintenance during the following hours:
- Monday to Friday from 10:00pm to 7:00am
- Saturday and Sunday from 8:00pm to 7:00am
Please note that the system support is limited to regular UBC business hours.