Requesting Access

Access to the systems the Campus Budget Office supports is requested through Services & Support role request forms and knowledge base articles (KBAs). Find your system below for how to request access and, where available, how to remove or review it. For training and support once you have access, see the UCSDPLAN and RCAM pages.

UCSDPLAN

• Request UCSDPLAN access — Oracle and Concur Role Request form. See how to request access to UCSDPLAN for step-by-step instructions.
• Remove UCSDPLAN access — Oracle and Concur Role Removal Request form
• Review UCSDPLAN access by financial unit — Blink Assist report

Resource Commitment Allocation Module (RCAM)

• Request RCAM access (KBA)

Smart View Excel add-in

Smart View is not a standalone system; it is an Excel add-in that provides a live connection to UCSDPLAN for budget submission.

• Install the Smart View Excel add-in (KBA)
• Connect Smart View to UCSDPLAN (KBA)
• Check your Smart View version and update (KBA)
• Join the Smart View community of practice (Teams channel)

UCPath Budget Distribution Page (BDP)

• Request UCPath roles and access
• Review BDP user roles — Blink Assist report

Activity Hub reports

Activity Hub is not a CBO system, though several CBO-supported reports draw on it.

• Request access to Financial Activity Hub (FinAH) reports (KBA)
• Request access to department-specific Employee Activity Hub (EAH) reports (KBA)