Adaptive Planning and Officeconnect Reporting Matthew Poag Business Manager College of Medicine – Tucson • on the Slide Show menu – make sure Monitor is set as Primary Monitor. • Look at the audience, not the overhead/projector • don’t use achromyn, (e.g. P&L, IDC) • Recap at the end the objectives before asking questions • confirm if application is compatible with Mac and MS365 • Alt-Tab to toggle between application without exiting slide show view • Have OC sample reports ready to refresh for viewing to avoid idle time

INTRODUCTIONS & OBJECTIVES Business Manager for 2 years, before worked in Math Department and FSO OBJECTIVES Brief Overview of Adaptive Planning design for COMT which includes are all funds budget, commitment reporting and other usages like our Banner Payment and Faculty Comp plan reports Adaptive reports vs. Officeconnect reports

College of Medicine Tucson Adaptive Set Up Oct 2016 – Learned about how Engineering utilizes Adaptive for commitments Overview from COM-Phoenix for their utilization of Adaptive for their budgeting process Nov and Dec 2016 Working with Zach on sheet and dimension value build January 2017 Test data collections Reports building February 2017 All Funds Budget roll out

Adaptive Assumptions (Statistical Data) Actuals from KFS Sheets (Financial Data) Assumptions (Statistical Data) Budget reports, comparison and trending reports

Sheets All Funds Budget Personnel Budget Revenue Budget Expense Budget Commitments Work closely with Main Campus to design the content of sheet data fields

Assumptions All Funds Budget Workforce Research Activities NIH Ranking Teaching Effort Resident Training Programs Banner Transactions Work closely with Main Campus as we design and add new data collection sheets

Actuals load from KFS All the way back from fiscal year 2014 Summarized level: Org, Account, Object Code, Subaccount, Project Code, Accounting Period No Transactional level data: document number and transaction/post dates Main Campus performs the weekly upload of actual data on Mondays

Adaptive Preview Click out of presentation and show Adaptive sheets, assumption and actuals sheets. Give them brief explanation on what each of the sheets/assumptions/actuals look like.

Reports Sheets (Financial Data) Assumptions Actuals from KFS (Statistical Data) Budget reports, comparison and trending reports

SAMPLE ADAPTIVE REPORTS The following pages are a quick look of some of the Adaptive reports that we created.

Monthly P&L Report Budget vs. actual Calculation for variances or balance available

Commitment Reports Trend Filter

Commitment Reports – cont. Utilize dimension value for Grouping

Commitment Reports – cont. Another example of using dimension value for grouping

BUILDING AN ADAPTIVE REPORT Build a report in Adaptive. This should last about 15 minutes, will also be showing the functions that are in adaptive reports.

One disadvantage about Adaptive reports – Format is less attractive once exported to Excel or PDF

Reports

Reporting using OfficeConnect Professional look and feel Flexibility in report designs Monthly updates as easy as a click of a button Auto feed to Power Point and Word for Executive Summary or board report (Naming function)  

Reporting using OfficeConnect Design report formats just like in Excel Use existing Excel functionality and format Formula, conditional formatting, logo and pictures File extension for OfficeConnect files is .xlsxai

Reporting using OfficeConnect Adaptive data cells are saved as “N/A” . You will need to Refresh to retrieve data from Adaptive. Save file as PDF or Excel if you’d like the Adaptive data saved for version tracking purposes Updates in Adaptive is refreshed in OfficeConnect in real time.  

SAMPLE OFFICECONNECT REPORTS Banner Payment & All Funds, these are located in the box.

BUILDING AN OFFICECONNECT REPORT Build a basic office connect report. Open up Office Connect and build a basic report, this should last about 15 minutes. Along with building the reports, I will explain certain functions that come with the office connect report.

Install Officeconnect Link https://knowledge.adaptiveplanning.com/Reporting/OfficeConnect/0000Using_OfficeConnect/9010_OfficeConnect_Installation%2C_Per_User Per User vs. Per Machine – check with your IT department for privileges and access level

OFFICECONNECT – PowerPoint & Word Show basic level of Office Connect PowerPoint and Word.

QUESTIONS AND THANK YOU poag1md@email.Arizona.edu 520-626-3632 Recap