RAPS Budgeting User Forum October 18, 2012 REPORTING, ANALYSIS AND PLANNING SYSTEM 1

Agenda Welcome – Pam Fournie FY14 Deployment Schedule – Pam Fournie Compensation Budgeting Demo – Jean Shuler FY14 Reporting –Debbie Vasel Revenue & Expense Demo – Eva Ostrow FY14 Training – Eva Ostrow Wrap Up – Pam Fournie 2

FY14 Deployment Schedule 3 Medical School Compensation Budgetingdeployed Medical School Revenue and Expense Budgeting coming soon

Compensation Budgeting Demo 4 The url to the RAPS website is as follows: (Getting Started/RAPS Login Home Page) The url to access the new system is as follows: prod.wustl.edu/ibmcognos/ 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:

Compensation Budgeting Demo 5 New Jobs Sourcing What’s required Sourcing Approvals Open, Approve, Pending, Reject Sourcing Statuses Outside your department Sourcing Remainders Sourcing Redirects All Sourcing Lines Sourcing Detail Proposed versus Applied Fringes

FY14 Reporting 6 CB Reports Currently Available: Source Detail by Employee Source Detail by Dept Fund Source Detail by SubClass Source Detail by Appt Dept Salary Budgeting Worksheet Salary Change & Reason Analysis Report

What does it mean? PROPOSED VS. APPLIED ON REPORTS

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

EXTRACT FROM SOURCING TAB IN MODEL FOR DEPT 3046 In a Proposed version of a CB financial report for Dept 3046 Based on the information shown at right What data would you expect on your report? Why would you ever run a Proposed version of a financial report?

EXTRACT FROM SOURCING TAB IN MODEL FOR DEPT 3046 In a Proposed version of a CB financial report for Dept 3046 The data would be X $7,048 The data for 3170 would appear on a Proposed version financial report for 3170 Run a proposed version Of a financial report to see who all wants to source to you.

EXTRACT FROM SOURCING TAB IN MODEL FOR DEPT 3046 In a Applied version of a CB financial report for Dept 3046 The data would be X $7, ,958

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

FY14 Reporting 13 IMPORTANT CHANGE NOTICE Report NameReport TypeNew Location * CB Salary and FTE Exception Report CB IntegrityHR Personnel Reports * CB HR Data Changes ReportCB Integrity HR Personnel Reports Reminder : Request HR Reporting Access Security Authorization Forms are on RAPS Home page

Revenue & Expense Demonstration New and enhanced features will be demonstrated in the following FY14 models: Medical School General Operating Medical School Specific Purpose PRB New features include Compensation Budgeting import button. There is now a Find function. Users can budget specific purpose funds at the fund level. Medical School users will have a Margins tab at the department level. Revenue & Expense Reports are coming soon. 14

FY14 Training Training for FY14 budgeting models. Departments have been contacted about training needs and a variety of training sessions have been scheduled. Please call with your training needs. Manuals available Compensation Budgeting Manual is available on the RAPS Home Page > 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. 15

Wrap Up  Next meeting January, 2013  RAPS Website & Tips of the Week  Q & A 16