Drilling Through to Budgetary Control

If your administrator enabled integration with Budgetary Control, you can drill through at the cell level from the Current Approved Budget form in EPM Planning Financials to Budgetary Control. Unless your administrator has configured single sign-on with Oracle Fusion Cloud, you must be logged in to Budgetary Control for drill through to work. Drill regions are enabled only for level 0 members.

You can drill through to Budgetary Control after funds are reserved using the Funds Reserve rule.

  1. From the Home page, click Financials, then Budget Revisions, and then click the Current Approved Budget tab.
  2. Right-click a cell that has a drill icon in the upper right corner Drill icon for budget revisions, and then click Drill Through to Fusion Budgetary Control. If there are multiple control budgets, click the control budget you need.

    The drill icon is available for any cells that have been pushed to Budgetary Control with Funds Reserve.

Review the data in Review Budgetary Control Balances.