CBO Systems and Reporting Access
Last Updated: October 24, 2025 9:21:45 AM PDT
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CBO supports a number of systems available to UCSD staff along with specific reporting data. In the sections below you will find links to detailed system access instructions and CBO-supported reports.
Access Systems and Data
In the sections below, you will find links to knowledge base articles (KBAs) that detail system access instructions, as well as role request forms to those systems.
UCSDPLAN
- Request Access (Oracle and Concur Role Requests Form)
- Instructions (KBA - How to Request Access to UCSDPLAN)
- Remove Access (Oracle and Concur Role Removal Request Form)
- Review Access (Blink Assist - UCSDPLAN Access by Fin Unit)
Smart View Excel Add-In
- How to Download and Install the Smart View Excel Add In (KBA)
- How to Establish a Connection Between Smart View and EPBCS (KBA)
- How-To Check Current Version and Install Latest Update (KBA)
- Smart View Community of Practice (Link to UCSDPLAN Smart View Teams Channel)
UCPath/Budget Distribution Page (BDP)
- Request Access (Blink Page - Roles and Access to UCPath)
- Review Access (BlinkAssist - BDP User Roles Report)
Resource Commitment Allocation Module (RCAM)
- Request Access (KBA)
Reports
Reporting
Below are links to the standard suite of reports supported by CBO.
QUICK LINKS
TRAINING ENVIRONMENT LOGIN
Link to the UCSDPLAN training environment sandbox to practice budgeting.
Find answers, request services, or get help from our team at the UC San Diego Services & Support portal