1. YBT Remediation Project
Yale Budgeting Tool (YBT)
YBT Remediation Project
July 2017
PROJECT TEAM
Executive Sponsor
Lisa Merola-Grimm
Project Owner
Jackie Tucker
Project Manager
Adriene Radcliffe
Advisory Committee
John Beecher
Philip Bujalski
Chris Farmer
Jennifer Franssen
Timothy Gomer
Olga Levine
Sue McDonald
Goretti Medeiros
Jennifer Mulligan
Andy Pels
Lori Rasile
Charles Stupakevich
Holly Szpakowski
Alison Valentino
Subject Matter Experts
Steve Fielding
Shirley Chock
Marisa Zurlo
Holly Spzakowski
Debbie Godi
Yale ITS
Organizational Change Management
Patti Brosseau
 PROJECT TEAM
Tim Pavlis
Executive Sponsor
Angela Chen Project Lead
Frank Mathew
Project Lead
Francis Garcia
System Engineer
Kate Hathaway
Business Analyst
Dwayne Edwards
Project Manger
Jack Rebimbas
Change Management
Stephen Caggiano
BA/Tech Lead
PROGRAM TEAM
Executive Sponsors
John Barden
Jack Callahan
Stephen Murphy
Mike Peel
Program Lead
Nancy Creel-Gross
Program Office Lead
Ryan Schlagheck
Technology Lead
Marc Ulan
Financials Lead
Jacqueline Tucker
Academic Lead
Anna Maria Hummerstone
Human Capital Management/Payroll Lead
Ron Lipkins
SUMMARY
The Yale Budgeting Tool (YBT) is being rebuilt to support the new Yale Chart of Accounts (COA) and will go live during Fall Beyond the COA updates, additional tool enhancements have been made based on user’s feedback.
WORKDAY PROGRAM KEY GOALS
Remediate existing YBT tool to align with new COA
Evaluate existing budgeting process to identify opportunities for improvements
Prepare YBT users to adopt the remediated tool
HIGHLIGHTS
Below are a few of the high-level change impacts YBT users will experience when the remediated tool goes live:
Additional financial information created in YBT will be imported into Workday. This will include Budget, Department Plan, Current Year Forecast, and Q2. Financial budgets can be created at the summary or detailed level.
YBT will have ledger account detail as opposed to revenue and spend category detail.
Labor Plans will be consolidated into one tab.
Reporting will be available in YBT, as it is currently.
Both YBT and Workday will have Actual vs. Budget reporting available
Both YBT and Workday will have the ability to report on Budget, Department Plan, Current Year Forecast, Q2 Forecast. and more.
For additional information, visit
MILESTONES
User Acceptance Testing Complete – August 2017
Go-Live – Fall 2017
Training Complete – October 2017
Questions?
Contact