ECPIC v6.6 Release Guidance to use eCPIC for a Successful BY16 A-11 Submission August 28, 2014 0.

Slides:



Advertisements
Similar presentations
Special Registry/Industry Q&A Session ALLOWABLE COSTS SUBMISSIONS
Advertisements

Creating and Submitting a Necessary Wayleave Application
1 Vendor Reverse Auction - Event User Guide. 2 Minimum System Requirements Internet connection - Modem, ISDN, DSL, T1. Your connection speed determines.
Discipline, Crime, and Violence October 2014 Tara K. McDaniel, M.S.
Instructions and Reporting Requirements Module 9 Electronic Reporting For Facilities March 2014 North Carolina Central Cancer Registry State Center for.
2 eGrants Coaching Unit 3 create/edit Service Opportunity Listings Grantee Recruiter search for listings, register, & apply to serve Applicants view.
HELP GUIDE NEW USER REGISTRATION (SLIDE 2) TAKING A QUIZ (SLIDE 8) REVIEWING A QUIZ (SLIDE 17) GROUP MEMBERSHIP (SLIDE 26) CREATING QUIZZES (SLIDE 31)
Slide 1 of 39 Welcome to GSA’s Vendor and Customer Self Service (VCSS) course Section 5: Statement and Dispute Navigation This presentation is compliant.
Homework Manager First Day of Class Student Registration Instructions.
6 th Annual Focus Users’ Conference Texas Reporting Presented by: Bethany Heslam.
KSIS Mid Year Training, 1/8/14 January 8, :00 a.m. (CST)/9:00 a.m. (EST)
1 Vendor RFI - Event User Guide. 2 Minimum System Requirements Internet connection - Modem, ISDN, DSL, T1. Your connection speed determines your access.
Welcome In order to access txMyZone, you must log on to the system. After 20 minutes of inactivity, the system will time out. You will then be returned.
0 eCPIC Admin Training: Custom Calculated Fields These training materials are owned by the Federal Government. They can be used or modified only by FESCOM.
0 eCPIC Admin Training: Establishing Agency Definitions These training materials are owned by the Federal Government. They can be used or modified only.
Reporting in eCPIC 2 – Reporting Module Overview
Lead Management Tool Partner User Guide March 15, 2013
Systems Module Slide 2 – Overview and Navigation
1 Budget Journals Presented by Lisa Becker. 2 What are Budget Journals?  Budget Journals are entered into SMART to record an agency’s budget into a particular.
Discipline, Crime, and Violence August New DCV Application The DCV application and submission process has been revised beginning with the
0 This document is confidential and is intended solely for the use and information of the client to whom it is addressed. eCPIC User Training: Consolidated.
0 eCPIC Admin Training: Managing User Rights and Permissions These training materials are owned by the Federal Government. They can be used or modified.
Description of Changes
ECPIC Quick Guide: eCPIC-ITDB Interactions Purpose: The eCPIC-ITDB Interactions Quick Guide has been developed to provide a high-level, informational overview.
Transaction Fee Reporting System User Guide for State Term Contract and State Purchasing Agreement Vendors.
0 eCPIC User Training: Resource Library These training materials are owned by the Federal Government. They can be used or modified only by FESCOM member.
0 eCPIC User Training: Dependency Mapper These training materials are owned by the Federal Government. They can be used or modified only by FESCOM member.
Table of Contents (click on an error to jump to that slide)
0 This document is confidential and is intended solely for the use and information of the client to whom it is addressed. eCPIC Admin Training: Custom.
0 eCPIC Admin Training: Automating User Account Management These training materials are owned by the Federal Government. They can be used or modified only.
Entity Administrator Training Working with ADEConnect & Entity Admin Portal ADEConnect.
This eCPIC Quick Guide has been developed to assist System Administrators with creating Hierarchy Grids in eCPIC. The Hierarchy Grid functionality allows.
0 eCPIC Admin Training: OMB Submission Packages and Annual Submissions These training materials are owned by the Federal Government. They can be used or.
1 CALPADS UAT End of Year (EOY) Checkpoint Meeting May 2, 2012.
ECPIC Workflow Quick Guide: Event Subscriptions & Triggers Administrators can assign event subscriptions, which generate automatic, real-time notifications.
0 eCPIC User Training: Portfolios Module These training materials are owned by the Federal Government. They can be used or modified only by FESCOM member.
April 21, 2010 Sunflower Project Monthly Conversion Meeting – April.
Vendor’s Malt Manufacturing Return. Log in with the user id and password provided through the EDS registration process and click on the Login button.
1 System for Administration, Training, and Educational Resources for NASA External Training Requests.
HCSS Budgeting for Schools How to Guide. HCSS Budgeting Introduction HCSS Budgeting for Schools is an easy-to-use web-based financial planning tool used.
0 eCPIC User Training: A-11 Funding Information These training materials are owned by the Federal Government. They can be used or modified only by FESCOM.
PMO Advisors, LLC PMO Advisor © Release 2.1. The PMO Advisor Portal The PMO Advisor is a gateway to Project Management tools. This portal has two primary.
How to Access and Redeem Cisco Certification Exam Discount Vouchers Step-by-Step Guide August 2013.
FHA Training Module 1 This document reflects current policy related to this topic. Its content is approved for use in all external and internal FHA-related.
Page ADP PearsonAccess Proctor Training. Page Agenda Test Overview Testing Components Proctor Roles and Responsibilities Overview Administering the Test.
0 eCPIC User Training: v6.5 Webinars August 2014 These training materials are owned by the Federal Government. They can be used or modified only by FESCOM.
1 Logging into the new PCard (PaymentNet) System: PAYMENTNET * Introduction * May use IE 8.0 or greater or Firefox * Do not.
2015 Annual General Meeting Playing League Registrar.
Comprehensive Continuous Improvement Plan(CCIP) Training Module 4 Funding Application.
Pennsylvania Information Management System (PIMS) PIMS Cognos Reporting Instructions December 2007.
Cisco Public Sector Contract Sales Reporting Web Portal
Microsoft WorkSpace Step by Step Guide January 2017.
Overview of SAMT Batch Upload
CAREWare Reports Training
Administrator Training
March 12, 2008 START TIME 9:00 AM Presenter: Jonathan Halling
Students Welcome to “Students” training module..
Texas Student Data System
Cayuse 424 Proposal Creation.
CSDR Submit-Review Website Submitter Guide
How to Create and Start a Test Session
Adding and Editing Users
Managing Rosters Screener Training Module Module 5
Texas Student Data System
Manage Funding In this training module, you will be guided through the process of adding funding and funding documents to a requirement package. This feature.
Web SA: File Upload Function
COLLECT – Spring 2019.
Presentation transcript:

eCPIC v6.6 Release Guidance to use eCPIC for a Successful BY16 A-11 Submission August 28,

Slide 2 - Extended Help Desk Support Slide 4 - Updating the ITDB API URL Slide 7 - Agency IT Infrastructure Spending Data Slide 10 - Agency IT Portfolio Summary Validation/Submission Slide 15 - Major IT Business Case/Detail Validation/Submission Slide 19 - Managing XML Internal Business Logic Slide 21 - Wrap-Up BY16 A-11 Submission Preparation Guidance 1

BY16 Extended Help Desk Support  Extended support for Agency IT Portfolio Summary submissions  Monday, September 8 (6 AM – 12 AM)  Extended support for Major IT Business Case submissions  Thursday, September 11 (6 AM – 12 AM)  Friday, September 12 (6 AM – 12 AM) 2

Slide 2 - Extended Help Desk Support Slide 4 - Updating the ITDB API URL Slide 7 - Agency IT Infrastructure Spending Data Slide 10 - Agency IT Portfolio Summary Validation/Submission Slide 15 - Major IT Business Case/Detail Validation/Submission Slide 19 - Managing XML Internal Business Logic Slide 21 - Wrap-Up BY16 A-11 Submission Preparation Guidance 3

Updating the ITDB API URL for Validations/Submissions  The first step in preparing your agency’s environment for IT Dashboard data validation and submission is to update the ITDB API URL within the Admin Module. Go to App Config > Update ITDB Configuration. The URLs have been provided by OMB in recent communications, and can be found on the next slide. 4

Updating the ITDB API URL for Validations/Submission, Con’t  Depending on the timing and specific activity that you are trying to conduct, you will need to adjust your ITDB API URL:  Please ensure that you are using the correct API URL based on OMB’s guidance. Dates ITDB Environment Type of Validations/Submissions ITDB API URL Friday, August 29Test IT Dashboard Validations/Submissions (prior to OMB’s Patch) Saturday, August 30 – Sunday, September 7 Test IT Dashboard Validations/Submissions Monday, September 8Production IT Dashboard Agency IT Portfolio Validations/Submissions Tuesday, September 9 – Friday, September 12 Production IT Dashboard Major IT Business Case Validations/Submissions 5

Slide 2 - Extended Help Desk Support Slide 4 - Updating the ITDB API URL Slide 7 - Agency IT Infrastructure Spending Data Slide 10 - Agency IT Portfolio Summary Validation/Submission Slide 15 - Major IT Business Case/Detail Validation/Submission Slide 19 - Managing XML Internal Business Logic Slide 21 - Wrap-Up BY16 A-11 Submission Preparation Guidance 6

Agency IT Infrastructure Spending Data 7  Click the ‘Infra’ icon ( ) in the toolbar to edit the submission package’s Agency IT Infrastructure Spending.  Agencies have 4 ways to populate the IT Infrastructure Spending data: After selecting a submission package, enter the aggregate Agency IT Infrastructure Spending information directly into the data fields on this page. 2.Use the ‘Browse’ and ‘Upload’ buttons to upload a previously- exported MS Excel file and import Agency IT Infrastructure Spending information into the data fields.

4.If Agency IT Infrastructure Spending data has been entered at the portfolio level, clicking will roll this data from all portfolios in the submission package, aggregating it and populating the Agency IT Infrastructure Spending fields accordingly. Agency IT Infrastructure Spending Data, Con’t 8 3.If Agency IT Infrastructure Spending data has been entered at the investment level, clicking will roll this data from all investments in the submission package, aggregating it and populating the Agency IT Infrastructure Spending fields accordingly. 3 4

Slide 2 - Extended Help Desk Support Slide 4 - Updating the ITDB API URL Slide 7 - Agency IT Infrastructure Spending Data Slide 10 - Agency IT Portfolio Summary Validation/Submission Slide 15 - Major IT Business Case/Detail Validation/Submission Slide 19 - Managing XML Internal Business Logic Slide 21 - Wrap-Up BY16 A-11 Submission Preparation Guidance 9

Create your BY16 A-11Submission Packages  From the OMB Submission module, create your agency’s BY16 A-11 submission packages. 10

Validating the Agency IT Portfolio Summary  To validate your Agency IT Portfolio Summary using the eCPIC internal business logic rules,  (Step 1) Select ‘Generate’ from within the OMB submission package.  (Step 2) Select ‘Validate Agency IT Portfolio’

Agency IT Portfolio Summary XML Validation  The Agency IT Portfolio Summary validation will identify investment composition within your submission package, as well as the internal schema validation errors and warnings that exist.  These validations should be run prior to IT Dashboard validations, to help ensure that your investment data is complete and accurate. 12

Agency IT Portfolio Summary IT Dashboard Validation  Select the ‘Generate and Submit to ITDB’, to validate and submit your Agency IT Portfolio Summary to the IT Dashboard. 13 NOTE: The Agency IT Portfolio should be validated/submitted prior to validating/submitting the Agency Cloud Spending Summary and the Agency IT Infrastructure Spending Summary.

Slide 2 - Extended Help Desk Support Slide 4 - Updating the ITDB API URL Slide 7 - Agency IT Infrastructure Spending Data Slide 10 - Agency IT Portfolio Summary Validation/Submission Slide 15 - Major IT Business Case/Detail Validation/Submission Slide 19 - Managing XML Internal Business Logic Slide 21 - Wrap-Up BY16 A-11 Submission Preparation Guidance 14

Validating your BY16 A-11Submission Packages  Select the investments you would like to validate against the internal XML business logic validations. Select the ‘XML’ icon to validate, then click the icons to the right of the investment to view any validation errors.  These validations should be run prior to IT Dashboard validations, to help ensure that your investment data is complete and accurate. 15

Major IT Business Case/Detail IT Dashboard Validation  Approximately 45 minutes after submitting your Agency IT Portfolio Summary data, you will be able to begin validating your Major IT Business Cases against the IT Dashboard. Navigate to the ‘Major IT Business Case’ tab and select the appropriate investments for validation. Validate your Major IT Business Case/Detail submission package against the IT Dashboard by selecting the ITDB icon in the top right portion of the screen: 16

Major IT Business Case/Detail IT Dashboard Validation  Resolve submission errors for the selected investments. Once complete, submit your Major IT Business Case/Major IT Business Case Detail data to the IT Dashboard.  A successful submission will return a verification message under the investment name alongside a green checkbox. NOTE: NEVER submit your Major IT Business Case to the Test IT Dashboard from your Production environment. It will re-populate incorrect OMB IDs back into your Production environment, causing additional re-work when actual submissions occur. 17

Slide 2 - Extended Help Desk Support Slide 4 - Updating the ITDB API URL Slide 7 - Agency IT Infrastructure Spending Data Slide 10 - Agency IT Portfolio Summary Validation/Submission Slide 15 - Major IT Business Case/Detail Validation/Submission Slide 19 - Managing XML Internal Business Logic Slide 21 - Wrap-Up BY16 A-11 Submission Preparation Guidance 18

Managing XML Internal eCPIC Business Logic  For agencies that would like to remove specific internal eCPIC validation messages, Administrators can customize the XML internal business logic response within the Admin module. 19

Slide 2 - Extended Help Desk Support Slide 4 - Updating the ITDB API URL Slide 7 - Agency IT Infrastructure Spending Data Slide 10 - Agency IT Portfolio Summary Validation/Submission Slide 15 - Major IT Business Case/Detail Validation/Submission Slide 19 - Managing XML Internal Business Logic Slide 21 - Wrap-Up BY16 A-11 Submission Preparation Guidance 20

Questions?  For additional eCPIC training materials, it is encouraged that you visit the eCPIC Resource Center (ERC) site, which is accessible at All of the eCPIC program training materials are located on this site.  If you have any questions about any of the presented material or regarding the BY16 validation/process in general, please reach out to the eCPIC Help Desk at or