Logging into and Navigating in Anaplan

   Overview   

This article will show you how to log into and basic navigation through available the Anaplan sytem.

 

  1. Step 1

First, navigate to onesource.uga.edu.

Click the Budget MGMT System drop down.

 

  2. Step 2

The Budget MGMT System is displayed.

Click the Budget Planning and Salary Setting Login link.

  3. Step 3

The Anaplan login page is displayed.

Enter your uga email address in the Log In field.

  4. Step 4

Click the Continue button.

  5. Step 5

The SSO log in page is displayed.

Enter the appropriate information in the User name and Password fields,

and click the Login button.

  6. Step 6

The Anaplan home page is displayed. 

Available options are arranged into categories based on their functional area.

  7. Step 7

To view updates and messages,

click the Alert Bell icon in the upper right corner.

  8. Step 8

The Notifications panel is displayed.

The tabs at the top of panel filter messages by All or Unread status.

  9. Step 9

Click a Notification Entry to view additional information.

  10. Step 10

Click the Mark as read button to change the notification status.

  11. Step 11

To close the Notification Panel,

click the Close [X] button.

  12. Step 12

To see screen options, click 03.01 Campus Transfer Request button.

  13. Step 13

The related information is displayed for the page.

To return, click the UGA Department dropdown menu.

  14. Step 14

Click the UGA Budget Development link.

  15. Step 15

The UGA Budget Development page is displayed.

Click the  00.00 Campus Landing Page link.

  16. Step 16

The Campus Landing Page is displayed. Some pages have additional information and actions available.

Click the 10.05 Chartstring Budgets button.

  17. Step 17

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.

  18. Step 18

The Chartstring Filter options are displayed. 

Enter appropriate information in the filter fields to narrow your results.

  19. Step 19

To return to the Campus Landing page,

click the Close Tab [X] button.

  20. Step 20

To view additional options, click the Options [...] menu.

  21. Step 21

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.

  22. Step 22

Pages contain additional information available actions and information.

Click the 07.05 Fringe Redirects button.

  23. Step 23

The Fringe Redirects page opens in a new tab. Additional information is available in the Instructions side panel.

  24. Step 24

To return to the Campus Landing page,

click the Close Tab [X] button.

  25. Step 25

To use the navigation menu, click the 00. User Administration / 00.00 Campus Landing Page button.

  26. Step 26

Click the Recents option.

  27. Step 27

Your recently view pages are displayed. 

To view additional options, click the Reporting option.

  28. Step 28

The options available in the category are displayed. 

To open, click the 10.06a Position Funding by HR Department link.

  29. Step 29

The 10.06a Position Funding by HR Department page is displayed.

  30. Step 30

To return to the Campus Landing page,

click the 10.06a Position Funding by HR Department button.

  31. Step 31

Follow this navigation:  00. User Administration > 00.00 Campus Landing Page.

Click the 00.00 Campus Landing Page link.

  32. Step 32

You are returned to the Anaplan Campus Landing page.

 

Additional Resources:

At this time, no additional resources are available for this topic.