FDMS modules and units FDMS has 22 unique modules Comprising 3 Maintenance units, 7 Commitment units, 4 Report units, 1 Project unit, 2 Funding units, 2 Tool units, 3 Miscellaneous units

Allowance Advice (OR&F Commitment) Unit: Addresses the movement of Congressionally appropriated NOAA funds into FMCs and between projects in each FMC Reimbursables (A&R): Tracks the allocation of non-NOAA funds for specific projects FUNDING Employee Unit: Contains employee-related information for use in other Units Maintenance Unit: Contains FMC-specific information for use in other Units COMMITMENT UNITS Reports Unit: Contains printable reports with data from both individual Units and combined data from more than one Unit Requisitions: Creation and tracking of Requisitions to purchase goods or services not procured by BPO, Credit Card, etc. Blanket Purchase Orders (BPO): Creation and tracking of Blanket Purchase Orders to purchase goods and services associated with specific projects Shop Charges: Entry of shop staff charges for Engineering Services. NOTE: This unit may not be needed in all Labs. VAX Charges: Entry of costs associated with use of the central computer (VAX). This unit may not be needed in all Labs. Miscellaneous Expense: Entry of documents from a source other than the CAMS download or other FDMS Units. Query Tool: Allows User to query FDMS database and CAMS data to create ad hoc reports not included in Reports Unit. Division Reports Unit: Contains printable reports with data for a User’s Division from both individual Units and combined data from more than one Unit MAINTENANCE UNITS PROJECT FUNDING UNITSPROJECT UNITS REPORTING UNITS Credit Card: Tracks credit card spending) Projects: Allows user to set up new OR&F / Overhead and Reimbursable Projects Groups Unit: Allows admin staff to set up FDMS Unit Groups and select which Units a User can access Historical FIMA Reports: Contains historical FIMA data from 1991 to 2002 Travel: Tracks employee travel expenses Other Objects Notes Unit: Used in conjunction with Reports Unit Other Objects Viewer: Allows user to view CAMS data (other than Labor) MISCELLANEOUS UNITS Quarterly Budget Monitor: Allows users to track spending for specific Line Items. TOOLS UNITS Labor Overhead Edit Unit: Allows User to adjust Overhead Rates and re-calculate Employee Labor data FDMS UNIT STRUCTURE Download viewer: Allows users to view when new data has been downloaded from CAMS

Allowance Advice Manage resources at FMC level –Not possible in CAMS, as allotments are at LO level Maintains distinction between permanent and one-time funding Manage funding so that project allocations do not exceed their FMC’s Line Item/PPA allocation Readily track project allocation history

Commitment data entry modules Blanket Purchase Order module Requisition module Shop module Miscellaneous expenses unit –Can enter internal documents as well as CAMS documents which are not in other FDMS units –Can project everything from labor costs to proposed grants and/or contracts –Can export data directly from CAMS downloads into this unit –Can create document numbers to reserve funds for specified purposes

Download modules Credit Card data Travel Manager data –Note: we download travel orders from CAMS –Voucher data is NOT available from CAMS via Travel Manager –Users must edit the travel order data once the vouchers are submitted –Problematic, but stems from CAMS not FDMS –Coming soon: Travel order data will be downloaded directly from the CAMS Data Warehouse (but Voucher data is still not available from CAMS).

Download viewer System users can quickly see when new data has been downloaded for their FMC Download history is documented by –Employee labor (data by employee) –Summary labor (summarized at project level) –Other Objects data (nightly) –Credit Card files –Travel –OAR_Down (salary data by employee) Information includes –Date of download, relevant PP (e.g. for labor files), and file size (e.g., number of records).

System maintenance modules Maintenance module –Allows updating of tables and default values common to FDMS modules Strategic Plan codes Sponsors (OR&F and reimbursable funding) State/Country codes Type of agreement (MOU, MOA) Vendors Appropriations Custodian (Property) Default values (Requisitions) Division codes Lab/Operating Unit organization codes Legal Authorities Line Items Object Class codes Procurement categories (EQUIP, HAZD, SOFT, etc.) –Initially populated as part of FDMS initial deployment –Now maintained by each OAR operating unit

System maintenance modules Project module –Used to set up new projects –Used to close projects in FDMS to preclude additional costs from hitting FDMS does not allow users to reopen projects if management needs so dictate –Projects can be linked to specific organizational divisions for report purposes

System maintenance modules Employee module –Used to maintain a listing of Federal and non-federal staff –Includes data for Position title Appointment Type (FTP, PTP, Joint Institute, etc.) Organization code SSN Salary (scale)

System maintenance modules Groups module –Allows system administrators to define FDMS users for their operating unit –Establish their viewing and/or access rights I.e., assign access to specific modules

Tools modules Other Objects viewer –Powerful tool for querying the CAMS Other Objects database by FY, Organization Code, Download Date, document type, object class, project number, etc. –Access summary level information Click on detail to bring up relevant CAMS data by transaction, including General Ledger Account number, CAMS tracking information, etc. –Critical because there is no one place in CAMS to get full document information Current CAMS query capability forces user to pull data by individual project number or object class or FY, resulting in multiple query results and the potential to overlook relevant data –Data can be copied directly to the FDMS Miscellaneous Expenses unit, saving data entry on the part of system users

Tools modules Quarterly Budget Monitor –Enables users to plan expenditures by line item/PPA by object class –FDMS tracks commitment costs by the budget category to enable users to monitor spending –Facilitates BOP planning and obligation tracking

Tools modules Query tool –Enables users to customize queries for labor, FDMS Other Objects and CAMS Other Objects –Query results can be printed or exported to Excel, Lotus, etc. for use in reports –More powerful Query tool is under development in FDMS

Tools modules Labor OverHead Edit unit –Includes pay period downloads of labor by employee –Users establish the overheads for their FMC, then run the download labor data using the specified overheads –System notifies users when there are labor records requiring the application of overheads

Historical Reports Users have access to historical FIMA data through this report Enables users to pull up FIMA document histories through 9/30/02

Reimbursable module Allows users to adjust funding levels on non- NOAA funded projects and track the funding history of Reimbursable projects –Contains information relevant to the specific project, E.g., Legal Authority, Type of Agreement, etc –Allows user to input Project Summary information, Project Objectives and Research results

Reports unit/Division reports There are 62 reports for managers and administrative users Report units –Division Report unit User can pull up reports only for division they are assigned to –Standard Report unit User can pull up reports for the entire organization (e.g., FMC), for a specific Division, a specific project or a specific project leader Users can pull up reports from previous FY by changing FY criteria field Reports provide data at summary and detail levels Reports were developed in response to user requests since FDMS initial deployment