Enterprise Performance Management (EPM)

This area is where you can find procedures on completing or budget and planning tasks such as: setting preferences and variables, creating a position budget, and reviewing reports.

Articles (6)

Pinned Article Enterprise Performance Management (EPM) Resources and Training

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

Logging in and Reviewing the Home Screen Layout in EPM

This article gives more information about how to log in to and navigate the Enterprise Performance Management system. Note that access is limited to select users and is solely based on roles (i.e., budget responsibilities).

Setting User Preferences and Variables in EPM

This article explains how to tweak preferences and variables so that searches in the system can be better targeted towards your needed data. Preferences allow you to customize and define your results in the WyoCloud Enterprise Performance Management (EPM) Cloud Planning module.

Creating a Position Budget in EPM

This guide will show you how to create a position budget in the WyoCloud EPM Cloud Planning module. Prior to creating a budget, you should set up preferences and understand the terminology within the system.

Creating a Budget in EPM

This guide will show you how to create a budget in the WyoCloud Enterprise Performance Management module. Prior to creating a budget, you should set up preferences and understand the terminology within the Planning and Budgeting System. Please refer to the Setting System Preferences & User Variables QRG.

Submitting Budgets and Reviewing Reports in EPM

This QRG will review how to submit, review, and export budgets.