01/23/2014 Longview Overview Session G10 Biotech

2 Agenda Project Overview – Butch Labrecque, Project Manager Project Goals Project Approaches System Overview Data Flow Overview Project Schedule Going Forward Longview Overview – Jolene Scaglione, Project Director Revenue and Expense Planning Position/Salary Planning SIP Reporting In the Works

3 Project Goals Implement a budget planning, development, forecasting, analysis, & management tool Solutions for Operating, Trustee, and Capital budget planning “Open for business” year-round

4 Project Approaches Vendor selection Gartner analysis, marketplace analysis, RFP Longview, IBM, SAP, & Oracle “made the cut” On-site presentations to campus & CIT Longview voted unanimous winner Functionally led and guided Pilot group established early UBOG guidance

5 Longview System Overview Operational application and reporting – not separate Longview data will not be fed to data warehouses Integrated with KFS and Workday Components IE browser to access planning apps & published reports Portal-like web page Longview for Excel Use Excel to connect to database Build & run Excel reports Analysis & Reporting Build formatted reports

Data Flow Overview 6

7 Schedule Going Forward Early February launch Targeting the week of Feb 10th Focusing on final fixes, finishing touches and data validation Client software installations can begin at the end of this month Expect to hear from your college/unit budget leaders Launch announcement Broadcast from UBO Again, expect to hear from their college/unit budget leaders Continuing releases through March

8 Longview Overview Jolene Scaglione – Project Director

9 Longview Overview Revenue and Expense Planning Position/Salary Planning SIP Reporting In the Works

Longview Overview: Portal 10 Portal launches after Login Will differ depending on level of access UBO Staff view represented here. Launchpad to access: Reports Planning applications Documentation

11 Longview Overview: Rev & Exp Planning Plan at account level; view by account, department, college Monthly Planning Annual Planning Annual Planning with History Upload Revenue and Expense Planning data Export Revenue and Expense Planning data to Excel Plan Transfer Detail Enter Notes for each object Enter Cell Comments

Revenue & Expense Planning Navigation 12 Revenue & Expense Planning by Account Initialize planning Budget from Current year base budget Or hand-enter amounts Or increase/decrease by percentage Add a new Object Code Export to Excel

Rev & Exp Planning: Transfer Details 13 Right-click to add Transfer Other ubiquitous Right-click options: Add Comment to a cell Add Attachment to a cell

Rev & Exp Planning : Transfer Details (cont) 14 Transfer window Add addition planned Transfers in one screen Note the Title bar shows useful info Specify Amounts, College/Unit, Account Add a Note

15 Longview Overview: Position/Salary Planning Plan at account level; view by account, department, college Change Cost Allocations Automatic Calculation of Fringe No action required for Positions that will not change Leave Planning Plan multiple leaves for the same position Plan Cost Allocations across Departments Export Position/Salary Data to Excel

Longview Overview: Salary Details 16 Fields include Position #, Name, Change Position # and description, Employee Name and EMPID, Calculated Salary, Base Budget Salary and Total Leave amounts planned. Sorted by Last Name within Department Pull up additional Position information

17 Longview Overview: SIP Plan at account level; view by account, department, college Export SIP Roster Import SIP

18 Longview Overview: Reporting Ad hoc reporting capability will be distributed Nearly 40 reports developed, including: Validation Variance by Object, Fund, etc Endowed/Contract Trustee Budget View for all levels Position & Incumbent Position Cost Allocations Export from all reports

Reports

Base Budget New Budget (in progress) Trustee Budget 2015 – New Year Trustee Budget (will reside in budget system ) Base Budget 2014 – Initial Budget Load (frozen during budget season) Trustee Budget 2014 – Current Year Trustee Budget Base Budget New Budget Actuals 2014 – YTD (one business day lag) Actuals 2013 – Full Year Actuals 2012 – Full Year

Left Click - Drill one level down or back up one level Right Click - Option to expand or collapse all

Refresh Quick Print Option (to default printer) Print Options (can print paper copy or to PDF ) Display Options Orientation & Symbol Selections Show Comments File Attachments Export to Excel

23 Longview Overview: In the Works Revenue and Expense Planning Plan Allocation Detail Include Notes in Upload In-year Forecasting Out-year Forecasting Capital Project Planning

24 Longview Overview Questions?