We are excited to announce that the new Transfers tool is now live in Oracle Enterprise Performance Management (EPM).
All users who require EPM access will receive an email with the login portal link and instructions. This access has been determined by financial control points; please direct any questions about access to your division’s control point.
The Budget vs. Actuals report, and other Operating Financials reports available in the FinHub reporting portal, will be helpful for those wanting to transfer funds or adjust budgets within EPM. The Commitments module is also available in EPM for staff who are involved in this process. Please note that some EPM functionalities are still to come, including:
- Project Forecasting (September)
- Annual Plan (January 2026)
- Workforce Planning (January 2026)
FMM Planning & Budgeting leads will host office hours to get support with the new EPM application. You can find these links along with the full schedule of FMM office hours here.
If you need help as you work in the new system, please contact the FMM Help Desk at (805) 893-5400 or submit a FMM Help ServiceNow ticket. The FMM team is here to support you as you navigate our modernized financial landscape. Visit our Support page for more information.
Thank you for your partnership and patience during this significant transition. We look forward to working together as we fully realize the benefits of our modernized financial system.