BDM Welcome Budget DataMart/Brio User Group Meeting Warming up for FY06

Summary Review of Last Meeting – 3/10/05 Results of YTD Project Account Information Survey Presentation Examples on how some users are viewing data and creating their own reports. Items for Discussion Why some YTD Project reports do not provide account information? How about Mentoring? Got an issue with Grad Student Travel Accounts? Sharing Tips/Tricks More training? What are you looking for? No 5% Cap on Carry forward monies. Needs/tools for end of fiscal year Open forum BDM Budget DataMart V6 BDM/Brio Users Group Meeting 6/15/05 Whetten Graduate Center Rm 200 Meeting Agenda

Survey Results Coming up!

Todays Presentation Examples on how some users are viewing data and creating their own reports. Tracking Purchase Orders (Denise Irmscher, UCIMT) PO, Invoice, Vendor & Amount (Ross Hoel, UITS) Monthly Payments (Ross Hoel, UITS)

Lets Talk (Aka: Items for Discussion) YTD Project expense report without Account information (Anne Bennett) There are some Project year accounts that do not have information completed in FRS for screen 9. Screen 9 is where the account information is gotten for the BDM YTD Project Expense Report. Examples of such accounts are: UCRF, Startup Support, Match, RIA, PI allotment.

FRS Screen 09 – SL Grant/Contract Attributes

Keep talking Grad Student Travel Accounts (Ann Wilhelm) She would like to open the floor to discussion on the graduate student travel accounts. How many users have involvement in tracking/managing these accounts? How is it going? Do you have problems with them? If so what is the nature of the problem? Or is this a non issue? Do you need tools to make tracking this easier for you? The YTD Project report limited to travel subcode, 2620 (2621) is one great tool.

More talking 5% Cap on Carry forward (Budget Office) As you are aware, we are facing serious budget strictures for FY As a result, it has become clear that we will not have sufficient funding available to support most of your requests for new initiatives on a permanent basis. However, we are aware that some of the requests represent high priority items for you. In order to give you as much flexibility as possible given our current budgetary constraints, we have decided to change, for the coming year only, the 5% cap on carry-forward in the university supported budget. In other words, you will be permitted to keep any ledger 2 funds not expended by June 30, 2005 for one-time use in FY Budgets will be strained next year, so we urge you to conserve resources for the balance of this fiscal year with the understanding that you will not be penalized for having an annual budget balance that exceeds the normal 5% cap. We are sure this news is being met with mixed emotions, but this is one of the steps we must take to avoid any across the board reductions. This is only the first step toward an end, and we will continue to communicate as we plan for the future.

Long Winded! BDM/Brio mentors (Priscilla Kessler) Tips & Tricks (Denise Irmscher) I'd really like to ask everyone if they would participate in putting together a "cheat sheet/booklet" of tricks of the trade and shortcuts. Is that possible? (A link could be added from BDM homepage.) Special focus training classes (Shari Masinda) I would love to see more Quickview classes that are focused on one or two topics--I could always use training in the limit boxes and limiting dates. I know that I can anticipate big changes when I change the date limits.

Have a great summer