1. TM Upgrade Training
October 4 & 5, 2016

2. Why the change? 9.5 version unsupported as of 9/2015
Desire for direct web access
Desire to use delivered workflow functionality
Desire to retain annual historical data
Desire to retain meeting versions

3. What’s new? Operating Bud Dev Forecast Year and Iteration components
Improved user input columns
Additional comparative year data
Workflow processing steps/statuses
Forecast
Salary Forecast calculations are Actuals + Encumbrance
More variance and % change calculations

4. Access
Getting into the system is now via a URL ons.jsp
VPN is necessary when working off campus
Your access to departments in TM1 should be the same as PSoft Financials

5. Data
Budget development numbers based on current FY18 assumptions (rates/volumes/growth%)
Plan base changes load from PSoft every night for Budget Development applications
Forecast current numbers based on 9/23 PSoft
Forecast data will be refreshed after September close of 10/5

6. Worksheets
You must always take ownership of an application worksheet before you can edit
Only one person can have ownership of an individual worksheet at a time
Budget Development Summaries are view only
Consolidated level input on Forecasts is OK but not OK on Budget Development applications
Comments can be entered at chartstring, department and consolidated area levels

7. Workflow
Workflow is only being used in Budget Development applications, not Forecast
Workflow consists of contributors and reviewers
All actions by contributors or reviewers are tracked in the workflow detail section of the application page
Workflow is not a step-up process
notifications for workflow actions are not active yet
Once the reviewer has submitted/locked all their area’s worksheets, Budget can approve/pull in data
Once a worksheet is submitted and locked, it must be rejected to become available again

8. Demo Forecast Application example Operating Budget Development example
Q&A at general level

9. User Hands-on Use handouts to help you walk through the applications
Use Budget resources circulating in room to answer questions
Provide feedback at any point in this process
Q&A specific to your area one-on-one

10. Follow up Email/call with feedback/concerns
/call with access issues
Request one-on-one meetings as needed
List-serve communication for system issues
Forecast apps open 10/7, due 10/21
Forecast meetings 11/7- 12/16
Operating Bud Dev apps guidelines and push out 10/ /21, due 11/4-12/2
Operating Bud Dev meetings with areas 10/24 to 12/9