HYPERION (ORACLE) Note: Use Firefox or IE. Hyperion will NOT load in Chrome or Edge.

FY2021 Budget Directions & Calendar

Hyperion Planning User Training Guide

Differential Tuition Revenue worksheet

In lieu of Hyperion Open Labs, training will be offered via Skype screenshare. Please schedule one-on-one training with your UBO Budget Buddy.

FAQ

• Should rollforward balances be taken into account when budgeting in Hyperion?
  No. The Budget in Hyperion should not take roll forward balances into account. Each year the Budget Office performs Budget-to-Actuals variance analyses which are presented to the Board of Regents. The Budget will reflect what's presented in Hyperion; it will not include roll forward balances. Assume a department needs an overall budget of $100K and that it plans to roll forward $30K from FY20 into FY21. The Department should budget $100K not $130K.
• How are position changes handled during Hyperion? What about after Hyperion closes?
  Please do not make any changes to position funding. If changes are needed, email Brenda Cates and Shannon Rowland. Changes will be handled on a case by case basis. In most instances, the position will need to be changed after 09/01 using an ePAR.
• Are projects part of the Hyperion Budget Planning Process?
  No. When adding a new account, please select “No_Project” in the project value field.
• The chartfield value I need isn’t listed. How do I get it added?
  If the Department_Site concatenation needed isn’t listed or if a Fund, Program, or Purpose isn’t listed, please email the Budget Office. Include “HYPERION” in the subject line. Provide the full chartstring where the balance will be budgeted. New chartfield values or Department_Site concatenations will be added to Hyperion nightly.
• How do I obtain Hyperion access?
  Hyperion access is limited to VPs, Budget Officers, and those users assisting with data entry. To request access, email the Budget Office. Include “HYPERION” in the subject line. Include the Budget Officer or VP, as appropriate, on the email as indication of their approval. Please include your EUID.
• Are permanent adjustments reflected in Hyperion?
  All permanent adjustments that reached final approval by Friday, 03/15/2020 are reflected in Hyperion. ABA adjustments made after that date will be treated as one-time adjustments. If you have an adjustment occurring on or after Friday, 03/15/2020 that you would like to be permanent, you will need to manually input it in Hyperion. After Hyperion closes, permanent adjustments for FY21 can only be made once FY21 opens.
• Which chartstrings are being budgeted?
  Only budgetary chartstrings are part of the Hyperion Budget Planning Process. Budgetary chartstrings are those with a Fund Category of 105 Education General, 120 Auxiliary, or 200 Designated Operating. Note: Hyperion shows all Fund Category and Fund options including non-budgetary. These should be disregarded.