Office of Planning and Budgets 2019-20 Office of Planning and Budgets Budget Planning and Analysis Research Facilitation Allocation Revenue Based Initiatives

Overview Resource Information Security Groups Training Resources Application Overview Mentions

Resource Information The resource guides for Research Facilitation Allocation (RFA) and Revenue Based Initiatives (RBI) are available on the Budget Planning and Analysis web page https://opb.msu.edu/functions/budget/cognos.html Will also serve as the landing page for any/all pertinent information

Security Groups RFA and RBI applications have different security roles. Security roles are by organization and application. PA / MAU or Organization / SUBMIT or VIEW. PA / Application / SUBMIT or VIEW. Example of security groups (only MAU level): /group/EBS/PA/10002000-RFA-SUBMIT or VIEW /group/EBS/PA/10002000-RBI-SUBMIT or VIEW /group/EBS/PA/RFA-SUBMIT or VIEW /group/EBS/PA/RBI-SUBMIT or VIEW  

Web Sheets and Cubes Tabs showing icons that look like a spreadsheet ( ) are web sheets containing selection fields. Those that display icons that look like a cube ( ) are dimensional which can be changed to show different data in grid.  

Action Menu Action Menu ( ) for print selection and reset views Commit ( ) save data (about 30 minutes until times out) Take Ownership ( ) activates ability to insert data Submit ( ) approval and lock application Autofit ( ) adjust column width

Steps to Print Select Action Menu Icon ( ) Right Click and Select Export Select Snapshot to Excel Click on OK Select Open Format sheet and print   

Steps to Reset Application Views Select Action Menu Icon ( ) Right Click and Select Reset data  Note: It is helpful to “Reset current view” after making changes within a cube.  

Research Facilitation Allocation Model Flow Unit Control Number and General Fund Unit Budget Planning Data Flow Research Facilitation Allocation Model Flow Credit distribution Overhead Mar-Feb MAU / CUC finance structure

Research Facilitation Allocation Tabs Tabs within RFA RFA Trend CUC: 5 year trend of RFA by MAU and CUC RFA CUC Summary: MAU Allocation, Dept Allocation, and Special Adjustment totals by CUC RFA Account Detail MAU: Detail account information by MAU RFA Account Detail CUC: Detail account information by CUC RFA Detail: Cube view of all account data Special Adjustment: Any special adjustments

Research Facilitation Allocation Trend 5-year trend of total RFA by MAU and CUC with % of change Total RFA = Dept 10% + MAU 10% + special adjustment (if applicable)

Research Facilitation Allocation Summary Dept Allocation, MAU Allocation and Special adjustment totals Drill to detail – need to take ownership, drill at either Dept or MAU Allocation

Research Facilitation Allocation Account Detail MAU Dropdown to change MAU Allocation or DEPT Allocation Includes all CUCs in the MAU Includes all accounts the MAU has a credit share

Research Facilitation Allocation Account Detail CUC Dropdown to change MAU Allocation or DEPT Allocation Dropdown to change CUC Includes all accounts the CUC has a credit share

Research Facilitation Allocation Detail Multiple dropdown dimensions for slicing of data Can make charts with buttons on menu bar

Research Facilitation Allocation Steps Review account allocations for accurate credit distribution If discrepancy is found, submit a new transmittal in KC Once entries are reviewed, submit application

Revenue Based Initiatives (RBI) RBI application is used to determine the revenue pass through to the MAU Typically, SCH / enrollment projection is made for the coming year based on previous year tuition True up at the end of the year using actual SCH / enrollment and tuition Program share applied to the MAU Budget Allocation application Contains historical data for all programs since 2013-14

Revenue Based Initiatives Tabs Tabs within RBI RBI Trend: Trend of actual RBI allocation RBI Profiles: Narrative for program data RBI Request: Enter projection for allocation Actual Detail: Detail data for the actual SCH/headcount RBI True Up Summary: True up data including eDoc information

Revenue Based Initiatives Trend Trend of RBI actual allocation

Revenue Based Initiatives Profile Data from prior fiscal copied to new fiscal year

Revenue Based Initiatives Request Required-Semester, Student Level, Residency Total Program Allocated links to Budget Allocation

Revenue Based Initiatives Actual Detail Detail data representing actual revenue Various data elements per program

Revenue Based Initiatives True Up Summary Request summary – Actual summary = True Up True up by program and total by MAU eDoc details

Revenue Based Initiatives Steps Complete the ‘Profile’ All narrative from previous FY loaded Complete the ‘Request’ Semester / Student Level / Residency required fields

Mentions Take Ownership ( ) to enter RBI request Release Ownership by going to index screen and clicking on this icon ( ) Review and submit RFA and RBI by June 10 REMEMBER –Take Ownership to Enter Data and Save Often

For Planning Analytics Questions, Contact Val Noel 432-0219 thebeau@msu.edu Bill Buddle 432-5319 buddlewi@msu.edu For Allocation Questions, Contact Brent Johnston 353-5519 john1096@msu.edu

Steps to Open Planning Analytics Login to EBS Portal Select Planning and Budgets tile https://pal.itservices.msu.edu/pmpsvc