raps budgeting user forum october 19, 2012 reporting, analysis and planning system 1
TRANSCRIPT
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RAPS Budgeting User ForumOctober 19, 2012
REPORTING, ANALYSIS AND PLANNING SYSTEM
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Agenda
• Welcome – Pam Fournie
• FY14 Deployment Schedule – Jean Shuler
• Compensation Budgeting Demo – Jean Shuler
• FY14 Reporting –Debbie Vasel
• Revenue & Expense Topics – Eva Ostrow
• FY14 Training – Eva Ostrow
• Wrap Up – Pam Fournie
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FY14 Deployment Schedule
•Danforth Schools Compensation Budgeting week of December 10th
•Danforth Schools Revenue and Expense Budgeting week of December 17th
•CFU Budgeting week of January 22nd
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Compensation Budgeting Demo
• The url to the RAPS website is as follows: http://raps.wustl.edu/(Getting Started/RAPS Login Home Page_
•The url to access the new system is as follows: https://repsvcs-prod.wustl.edu/ibmcognos/
• Use your wustl key to logon, from the Main Menu select Budgeting and Planning Menu.
•The url to access the old FY13 Budgeting models and reports use: https://rapsplan.wustl.edu/cognos8/
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Compensation Budgeting Demo• New Jobs
•Sourcing
•Sourcing ApprovalsOpen, Approve, Pending, Reject
•Sourcing StatusesOutside your departmentSourcing RemaindersSourcing RedirectsAll Sourcing Lines
• Sourcing DetailProposed versus AppliedFringes
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What does it mean?
PROPOSED VS. APPLIED ON REPORTS
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Proposed Applied
• Proposed = Where you want to charge the sourcing.
• Applied = Where the sourcing is currently with regard to the sourcing approvals.
• Applied is the default in all financial reports
REPORT SELECTION
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EXTRACT FROM SOURCING TAB IN MODEL FOR DEPT 3046
In a Proposed version of a CB financial report for Dept 3046Based on the information shown at rightWhat data would you expect on your report?
Why would you ever run a Proposed version of a financial report?
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EXTRACT FROM SOURCING TAB IN MODEL FOR DEPT 3046
In a Proposed version of a CB financial report for Dept 3046The data would be3046-50088X $7,048The data for 3170 would appear on a Proposed version financial report for 3170Run a proposed version of a financial report to see who all wants to source to you.
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EXTRACT FROM SOURCING TAB IN MODEL FOR DEPT 3046
In a Applied version of a CB financial report for Dept 3046
The data would be3046-50088X $7,0483046-91299 4,958
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SOURCING STATUS
In the case as shown to the right when all sourcing is system approved, running a CB report as PROPOSED or APPLIED will give you the same data.
APPLIED should always be your final report
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FY14 Reporting
IMPORTANT CHANGE NOTICE
Report Name Report Type New Location
* CB Salary and FTE Exception Report CB Integrity HR Personnel
Reports
* CB HR Data Changes Report CB IntegrityHR Personnel
Reports
Reminder : Request HR Reporting Access
Security Authorization Forms are on RAPS Home page
http://RAPS.wustl.edu
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FY14 Reporting
CB Reports Currently Available:
Source Detail by EmployeeSource Detail by Dept FundSource Detail by SubClassSource Detail by Appt DeptSalary Budgeting Worksheet
Salary Change & Reason Analysis Report
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Revenue & Expense Demonstration
New and enhanced features will be demonstrated in the following FY14 models:
• Danforth General Operating
• Danforth Specific Purpose
New features include
• Compensation Budgeting import button.
• There is now a Find function.
• Users can budget specific purpose funds at the fund level.
• Danforth users will have a Transfers template at the school level.
Revenue & Expense Reports are coming soon.
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FY14 Training
Training for FY14 budgeting models.
• CFU department and Danforth school represenatives will be contacted by RAPS team members to discuss training needs.
• Manuals are available• Compensation Budgeting Manual is available on the RAPS
Home Page > http://raps.wustl.edu• Revenue & Expense manual will be available next week.
• Classroom training includes:• Overview of changes to models• Users will log into models and ask questions related to user’s
data• Department training includes:
• Overview of changes to models• RAPS team members will answer questions from users.
• One-on-one training can be scheduled in advance. • Via Adobe Connect with a RAPS team member.• On-site at the users desk.
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Wrap Up
Next meeting January, 2013
Q & A