Overview
This article will show you how to log into and basic navigation through available the Anaplan sytem.
|
|
|
The Budget MGMT System is displayed.
Click the Budget Planning and Salary Setting Login link.
|
|
|
|
|
The Anaplan login page is displayed.
Enter your uga email address in the Log In field.
|
|
|
|
|
Click the Continue button.
|
|
|
|
|
The SSO log in page is displayed.
Enter the appropriate information in the User name and Password fields,
and click the Login button.
|
|
 |
|
The Anaplan home page is displayed.
Available options are arranged into categories based on their functional area.
|
|
|
|
|
To view updates and messages,
click the Alert Bell icon in the upper right corner.
|
|
|
|
|
The Notifications panel is displayed.
The tabs at the top of panel filter messages by All or Unread status.
|
|
|
|
|
Click a Notification Entry to view additional information.
|
|
|
|
|
Click the Mark as read button to change the notification status.
|
|
![Notifications panel displayed with the Close [x] button highlighted](https://uga.teamdynamix.com/TDPortal/Images/Viewer?fileName=7458e056-24af-41f4-9ce5-d3b8fb61f900.jpg&beidInt=175) |
|
To close the Notification Panel,
click the Close [X] button.
|
|
|
|
|
To see screen options, click 03.01 Campus Transfer Request button.
|
|
|
|
|
The related information is displayed for the page.
To return, click the UGA Department dropdown menu.
|
|
|
|
|
Click the UGA Budget Development link.
|
|
|
|
|
The UGA Budget Development page is displayed.
Click the 00.00 Campus Landing Page link.
|
|
 |
|
The Campus Landing Page is displayed. Some pages have additional information and actions available.
Click the 10.05 Chartstring Budgets button.
|
|
|
|
|
The Charstring Budgets page is displayed in a new tab. Additional options and information are displayed in the right panel menu.
Click the Chartstring Filter button.
|
|
|
|
|
The Chartstring Filter options are displayed.
Enter appropriate information in the filter fields to narrow your results.
|
|
|
![Charstring Budgets page is displayed with the Close Tab [X] button highlighted](https://uga.teamdynamix.com/TDPortal/Images/Viewer?fileName=54c6df44-ffe0-4ec0-8b06-99a9fa96b4be.jpg&beidInt=175)
|
|
To return to the Campus Landing page,
click the Close Tab [X] button.
|
|
|
|
|
To view additional options, click the Options [...] menu.
|
|
|
|
|
The Options menu is displayed. The Options menu is available on all Budget Planning and Salary Setting sub-pages.
The Export as PDF option will generate a pdf document for the page currently displayed, including current filtering and viewable data.
The Reset Page option will set the current page to it's original settings.
Note: Use of the Save personal copy and Source Model options is not recommended.
|
|
|
|
|
Pages contain additional information available actions and information.
Click the 07.05 Fringe Redirects button.
|
|
|
|
|
The Fringe Redirects page opens in a new tab. Additional information is available in the Instructions side panel.
|
|
![Fringe Redirects page displayed with the Close [x] button highlighted](https://uga.teamdynamix.com/TDPortal/Images/Viewer?fileName=c9d51b83-f693-4a37-841d-782f4a6b19ba.jpg&beidInt=175) |
|
To return to the Campus Landing page,
click the Close Tab [X] button.
|
|
|
|
|
To use the navigation menu, click the 00. User Administration / 00.00 Campus Landing Page button.
|
|
|
|
|
Click the Recents option.
|
|
|
|
|
Your recently view pages are displayed.
To view additional options, click the Reporting option.
|
|
|
|
|
The options available in the category are displayed.
To open, click the 10.06a Position Funding by HR Department link.
|
|
 |
| The 10.06a Position Funding by HR Department page is displayed. |
|
|
|
|
To return to the Campus Landing page,
click the 10.06a Position Funding by HR Department button.
|
|
|
|
|
Follow this navigation: 00. User Administration > 00.00 Campus Landing Page.
Click the 00.00 Campus Landing Page link.
|
|
|
|
|
You are returned to the Anaplan Campus Landing page.
|
|
Additional Resources:
At this time, no additional resources are available for this topic.