Enterprise Performance Management (EPM) Resources and Training

 This guide will cover:  



WyoCloud Enterprise Performance Management supports the business processes related to the University’s budget model and aids in the creation of budgets and forecasts.

The primary objectives of the WyoCloud Enterprise Performance Management system are to:

  1. Provide end users a specific set of processes and procedures to perform their annual and multi-year budgeting and forecasting plans, with the flexibility to grow with the University’s changing needs.

  2. Integrate with existing data sources to provide users with consistent and timely data.

  3. Supply aggregated reporting and analysis of the budget and forecast across the University.

  4. Facilitate Budget vs Actual variance analysis and allow for more frequent forecasting updates based on the reallocation of University resources.

The Budget Process Flow and Timeline are important aspects of the budget cycle and remain essentially the same from year to year. Although the budget timeline remains the same, specific calendar dates change.  Training resources assist approved budget managers in the budget planning process.


Budget Process Flow

The budget process starts at the department level where the [Consumers] and [Planning Users] work together to develop their respective budgets prior to sending the budget up through the channels for approvals.


Budget Process Timeline

  • Budgets are developed on a fiscal-year basis. It is important to note that the University’s fiscal year begins on July 1st of year.

  • The development of budgets starts as early as November for the next fiscal year. Below is a very high-level timeline of when each section of the budget process takes place:

  • Links to the specific deadlines per fiscal year and the Budget User Guide may be found on the Budget Office’s website under Procedures:



Requesting Access to the Enterprise Performance Management System

Requesting Access and Training

  • Access is limited to a single budget manager in each area. Once access is approved, the budget manager must complete the Enterprise Performance Management online training, which will be assigned upon approval.

  • Access is obtained through the Information Technology Department’s Service Request Ticket System:

  • Complete the Access Request form (Steps 1-3) and Click Request to submit the form for approval (Step 4).

  • The form is routed through the processes of information verification and approvals; the Requestor will be notified of the outcome via the Service Request ticket system.

  • The Enterprise Performance Management training course will be sent to the Requestor and the course must be completed before access is granted to Enterprise Performance Management.

  • Once approved and access granted, the Service Request ticket is closed.



Terminology in WyoCloud Enterprise Performance Management


Activity Pane

Shows a list of recent activities and favorited objects. The Activity Pane is located on the WyoCloud Enterprise Performance Management home page.

Adjust Data

Advanced data entry feature which allows you to increase or decrease existing data by a number or a percentage.


Process of allocating finite resources to the prioritized needs of an organization. A budget provides an important tool for the control and evaluation of both the sources and the uses of the finite resources. Functionally, UW’s budget is a financial representation of the University’s planned operations for a given period of time. The budget is finalized before the beginning of the University’s fiscal year (July 1) and actual revenue and expenditures are measured against the budget as a means of reviewing performance and managing expenditures

Business Rules

Calculations which allow users to derive output based upon a pre-determined formula logic, for example, Headcount * Rate / Head = Salary.


Represent the different objects in WyoCloud Enterprise Performance Management, such as forms, reports, and dashboards.


Chart of Account (COA)

A financial organizational tool that provides a complete listing of every account in the accounting system at The University of Wyoming. The COA is used to create a unique record for each type of asset, liability, equity, revenue, and expense. The Chart of Accounts represents the structure through which financial transaction data is organized and reported and can be thought of as the language of the accounting system. The UW Chart of Account lists the names of the accounts that UW has identified and made available for recording transactions in the general ledger.


Grouping of cards within a Navigation Flow. Each cluster groups like business processes.


Graphical representation of database data, purpose built to provide Business Intelligence.

Data Forms

Purpose built input/review ‘views’ of a database. These allow users to input data, review data, and interactively select what portion of the data set they want to look at in the form (i.e. segments available in drop down menus).


The defining descriptors of all data stored in the system’s database. Dimensions describes the data values in the database.

Drill Down

The process of retrieving progressively detailed data from a dimension by expanding a parent member to reveal its children.

Drill Through

Feature in a data cell which allows you to access information and data from the data source.


The practice of updating the plans established in the annual budget based on actual income and expenditures. Forecasting is an integral part of all ongoing planning efforts.

Functional Role Groups

Security groups which determine what areas of the budget process a user will contribute to.


Refers to members’ location within an outline of a hierarchy from a top-down perspective. The generation number identifies the branch on which the member lies in relation to its distance from the dimension name.


The organized layout of dimension members into parent/child relationships which allows for the systematic aggregation of data values in predefined paths.

Hierarchy Groups

Security group which determines which College(s) / Department(s) a user will have write access to.


Refers to a member’s location within the outline of a hierarchy from a bottom-up perspective. The level number identifies the branch on which the member lies in relation to its distance from the lowest level (level 0).


The individual elements within a dimension. Members can make up a hierarchy.

Navigation Flows

Grouping of artifacts such as forms and dashboards which support the completion of a particular business process (e.g. position budgeting).


Navigation component of the WyoCloud Enterprise Performance Management home screen which shows all forms, tools, and preferences available within WyoCloud Enterprise Performance Management. While you have access to Navigator, it is recommended you use the navigation flows to carry out all budgeting tasks.

Navigation Toolbar

Displays all cards in a cluster when a form is open, allowing the user to navigate between the different cards. The Navigation Toolbar is located above an open form.


Provides the overall venue and process for stating the direction and financial objectives of an organization.

Point of View (POV)

Defines the section of data in the WyoCloud Enterprise Performance Management database you are viewing. You select the desired members for each dimension from the POV to determine the context for the pages, rows, and columns.

Review Forms

Read-only summary of the Budget the user has generated to provide a real time look at the total budget by the selected organization.

Smart Lists

Pre-defined selection lists managed by the administrator. Users are restricted to the members in the list, which assures accurate data selection.


Supporting detail

Advanced data entry feature which allows you to break down the amounts summing to the overall data.

Suppressed Forms

Displays only funds and accounts which have data loaded from either WyoCloud Financials (Actuals) or from the prior year’s Budget. This limits the amount of scrolling the user must do in order to find the accounts they would typically budget for.

Unsuppressed Forms

Same as the Suppressed form except it displays all of the available accounts to allow the user to budget to an account they may not have budgeted for in the past.

User variables

Act as filters in data forms, enabling users to only see data and information that are relevant to them.


Variables are embedded into the design of other objects (i.e., forms, calculations, reports, etc.) and are linked to an underlying member (i.e. Budget, Actuals, FY17, etc.).

What-If Versions:

Advanced data entry feature which allows you to change the values in your budget to see how those changes will affect the outcome. You can model alternative situations to see how different sets of values affect your budget and results in the form.


Resources & Contact Information

  • In-person courses offered by the Budget Office prior to the kick-off of the Fiscal Year budget cycle provide timely information about the budget process and timeline.  Budget managers are notified via email of these training opportunities.

  • Quick Reference Guides (QRGs) provide step-by-step instructions for the Planning and Budgeting system.
  • The Budget Office website provides valuable information and forms.


Budget Office Contact

Merica Hall, Room 216



This completes the Enterprise Performance Management Resources and Training QRG.



Was this helpful?
0 reviews
Print Article


Article ID: 137511
Wed 1/5/22 2:04 PM
Wed 11/30/22 2:45 PM