1. FinMan Dashboards

2. The Dashboards can be found here: https://medschool. ucsd
The Dashboards can be found here: MAN-Reports.aspx
You will need your AD login to access them.
Please make sure your pop-up blocker allows pop-ups from this site
Finman dashboards

3. Summary – Landing Page for all Dashboards that includes Net, Revenue, Expenses, Transfers, and Reserve Spending Add Back
Net Excluding Reserve Spending Add Back – Bottom line at a high level
Revenue – detailed look by Line Item
Expenses – detailed look by Line Item for Salaries and Benefits and Non Payroll Expense
Transfers – detailed look by Line Item
Reserve Spending Add Back – detailed look by Line Item
Finman dashboards

4. Department and Division selection. It follows a hierarchy, for example:
School of Medicine
- Clinical Departments
- Medicine
- Cardiology
Division is the lowest level selection and multiples can be selected just hold down the Ctrl button when selecting.
Fiscal Year and Month selection. A whole Fiscal Year can be selected or just a month. If a month is selected it is YTD for that month, for example if you select September it will include July, August, and September.
Mission selection. Any mission can be selected, you can do it individually or at multiples. For multiples, hold down the Ctrl button when making the selection.
Project Type Selection. This is Optional but you can select Central Department Operations or Department Other. If you don’t make a selection it defaults to totals.
Navigation
Finish. After all selections have been made please press the Finish button for the dashboards to run.

5. To move from one dashboard to another there are 2 ways of doing this
To move from one dashboard to another there are 2 ways of doing this. On the top of each dashboard there is a link to the other dashboards.
You can click on any of those links and it will take you to the next dashboard. A new tab is created once a link has been clicked.
On the Summary Dashboard there is a link above each graph to the different types
Those will take you to the other dashboards as well
Navigation

6. Conditional formatting
Summary Dashboard
Net Excluding Reserve Spending Add Back
If the Variance is positive and the Net is positive than it is green (Good)
If the Variance is negative and the Net is less than budgeted or if the Variance is positive and the Net is negative but more than budgeted than it is yellow (Caution)
If the Variance is negative and the Net is negative and less than budgeted it is Red (Review)
Bar Graphs
If the net is less than budget then red, if the net is greater than budget then green
Revenue
If the revenue is less than budget then red, if the revenue is greater than budget then green
Expenses
If the expenses are less than budget then green, if the expenses are greater than budget then red
Transfers
If the transfers are less than budget then red, if the transfers are greater than budget then green
Conditional formatting

7. Conditional Formatting
Line Item Status
Revenue, Transfers, and Reserve Spending Add Back
If Amount is greater than Budget then Green, if % variance is less than - 5% and variances is less than -$25,000 then Red, all else is Yellow
Expenses
If Budget is greater than Amount then Green, if % variance is less than - 5% and variance is less than -$25,000 then Red, all else is Yellow
Conditional Formatting

8. Drill thrus Drill thrus are available for the detailed dashboards
Revenue, Expenses, Transfers, and Reserve Spending Add Back
Any blue number you see is a drill thru
Select that number and an excel report will run with the details that make up that number
Make sure pop up blocker is turned off
Drill thrus