Owned and operated as a joint venture by a consortium of Canadian universities via a contribution through the National Research Council Canada Propriété d’un consortium d’universités canadiennes, géré en co-entreprise à partir d’une contribution administrée par le Conseil national de recherches Canada

Canada’s national laboratory for particle and nuclear physics Laboratoire national canadien pour la recherche en physique nucléaire

et en physique des particules

Accelerating Science for CanadaUn accélérateur de la démarche scientifique canadienne

AGRESSO PLANNER TRAINING

For ALDs

Planner Budget Module Overview

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Phase Task Owner Start Date

End Date

Duration

WorkingVersion Account Budget Entry Account Holder Jan. 12 Feb. 6 3.5 weeks

Cut-Off For Account Holder Entry: February 6th

DivisionVersion Division Review ALD Feb. 8 Feb. 24 2.5 weeks

Cut-off For ALD Entry: February 24th

Final Version Finance Review CFO Feb. 27 Mar. 10 2 weeks

Budget 2017-18 Timeline

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Group Training Sessions (MOB Conference Room)• Feb. 1, 13:30 pm• Feb. 8, 13:30 am

Individual trouble shooting Sessions* (MOB Business Office Meeting Room)• Feb. 14 – Feb. 17

* Sign-up sheet at MOB Finance office

Training Dates – ALD

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2017-18 Budget Calendar

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Documentation http://www.triumf.ca/administration/accounting

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Quick Summary Instructions

1. Preview Working Budget Report2. Modify Budget Transactions3. Review Divisional Budget

(a) Information Page(b) Run Excel Report

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1. Preview Working Budget Report– (1)

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Go to AGRESSO | Information pages | Report Ordering | Division Budget

Type “2017W” to order the working budget version that was input by account holders

1. Preview Working Budget Report – (2)

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Go to AGRESSO | Information pages | Report Ordering | Your Ordered Reports

Once the report status shows “Finished”, click on the file name to retrieve the report in Excel

2. Modify Budget Transactions (1)

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Go to AGRESSO | Planner | Transactions | Transaction Entry

Selecting “Fund” and “1” returns all divisional NRC accounts

2. Modify Budget Transactions (2)

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Selecting “Divisional Groups” and “CYCREF” returns Subdivision Cyclotron Refurbishing

Go to AGRESSO | Planner | Transactions | Transaction Entry

value lookup

2. Modify Budget Transactions (3)

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Selecting “Role ID” and “ACCT-xxxx” returns Account xxxx only (xxxx refers to account number)

Go to AGRESSO | Planner | Transactions | Transaction Entry

3. (a) Review Division Budget-Information Page

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Go to AGRESSO | Information pages | Global information pages | Division Budget

Search one account to view one account at a time

3. (b) Review Division Budget Report

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Go to AGRESSO | Information pages | Report Ordering | Division Budget

Type “2017D” to order the division budget version that is being reviewed and modified by ALDs

Owned and operated as a joint venture by a consortium of Canadian universities via a contribution through the National Research Council Canada

Propriété d’un consortium d’universités canadiennes, géré en co-entreprise à partir d’une contribution administrée par le Conseil national de recherches Canada

Canada’s national laboratory for particle and nuclear physics Laboratoire national canadien pour la recherche en physique nucléaire

et en physique des particules

Thank you!Merci

TRIUMF: Alberta | British Columbia | Calgary | Carleton | Guelph | Manitoba | McGill | McMaster | Montréal | Northern British Columbia | Queen’s | Regina |Saint Mary’s | Simon Fraser | Toronto | Victoria | Western | Winnipeg | York