Define and name the book's sections and subsections, typically in Microsoft Word or Financial Reporting. Options:
Insert user-generated HTML files, PDF files, and Financial Reporting reports as sections in the budget book.
Use the Word Add-in, integrated with Smart View, to edit and upload Word documents into a budget book.
Use Public Sector Planning and Budgeting's predefined reports
Include Planning reports.
Include links to another Financial Reporting report or HTML file.
Build the Table of Contents (TOC)
Design the TOC to be on the left, top, or the primary page.
Add images, internal and network links, URLs, data from the clipboard, and so on.
Paste or build a dimension hierarchy and assign an owner
Include Account members from Public Sector Planning and Budgeting on which users can dynamically drill through.
Browse for additional information for the account lines.
Add comments and annotations.
Publish the budget book and other targeted reports.
At book execution time, generate the book as PDF, HTML files, or MS Word format.
To generate HTML output, the book needs to be generated in a batch.
Post the budget book and reports on public Web sites, or any appropriate site for viewing.
Duplicate and reuse the budget book in subsequent years.
Supporting information in Oracle Universal Content Management can go through process management and approvals, including process management comments, cell text, and associated URLs in Planning.