1. Adaptive Planning and Officeconnect Reporting
Matthew Poag
Business Manager
College of Medicine – Tucson
• on the Slide Show menu – make sure Monitor is set as Primary Monitor.
• Look at the audience, not the overhead/projector
• don’t use achromyn, (e.g. P&L, IDC)
• Recap at the end the objectives before asking questions
• confirm if application is compatible with Mac and MS365
• Alt-Tab to toggle between application without exiting slide show view
• Have OC sample reports ready to refresh for viewing to avoid idle time

2. INTRODUCTIONS & OBJECTIVES
Business Manager for 2 years, before worked in Math Department and FSO
OBJECTIVES
Brief Overview of Adaptive Planning design for COMT which includes are all funds budget, commitment reporting and other usages like our Banner Payment and Faculty Comp plan reports
Adaptive reports vs. Officeconnect reports

3. College of Medicine Tucson Adaptive Set Up
Oct 2016 –
Learned about how Engineering utilizes Adaptive for commitments
Overview from COM-Phoenix for their utilization of Adaptive for their budgeting process
Nov and Dec 2016
Working with Zach on sheet and dimension value build
January 2017
Test data collections
Reports building
February 2017
All Funds Budget roll out

4. Adaptive Assumptions (Statistical Data) Actuals from KFS Sheets
(Financial Data)
Assumptions
(Statistical Data)
Budget reports, comparison and trending reports

5. Sheets All Funds Budget Personnel Budget Revenue Budget Expense Budget
Commitments
Work closely with Main Campus to design the content of sheet data fields

6. Assumptions All Funds Budget Workforce Research Activities NIH Ranking
Teaching Effort
Resident Training Programs
Banner Transactions
Work closely with Main Campus as we design and add new data collection sheets

7. Actuals load from KFS All the way back from fiscal year 2014
Summarized level: Org, Account, Object Code, Subaccount, Project Code, Accounting Period
No Transactional level data: document number and transaction/post dates
Main Campus performs the weekly upload of actual data on Mondays

8. Adaptive Preview
Click out of presentation and show Adaptive sheets, assumption and actuals sheets. Give them brief explanation on what each of the sheets/assumptions/actuals look like.

9. Reports Sheets (Financial Data) Assumptions Actuals from KFS
(Statistical Data)
Budget reports, comparison and trending reports

10. SAMPLE ADAPTIVE REPORTS
The following pages are a quick look of some of the Adaptive reports that we created.

11. Monthly P&L Report Budget vs. actual
Calculation for variances or balance available

12. Commitment Reports
Trend
Filter

13. Commitment Reports – cont.
Utilize dimension value for Grouping

14. Commitment Reports – cont.
Another example of using dimension value for grouping

15. BUILDING AN ADAPTIVE REPORT
Build a report in Adaptive. This should last about 15 minutes, will also be showing the functions that are in adaptive reports.

16. One disadvantage about Adaptive reports – Format is less attractive once exported to Excel or PDF

17. Reports

18. Reporting using OfficeConnect
Professional look and feel
Flexibility in report designs
Monthly updates as easy as a click of a button
Auto feed to Power Point and Word for Executive Summary or board report (Naming function)

19. Reporting using OfficeConnect
Design report formats just like in Excel
Use existing Excel functionality and format
Formula, conditional formatting, logo and pictures
File extension for OfficeConnect files is .xlsxai

20. Reporting using OfficeConnect
Adaptive data cells are saved as “N/A” . You will need to Refresh to retrieve data from Adaptive.
Save file as PDF or Excel if you’d like the Adaptive data saved for version tracking purposes
Updates in Adaptive is refreshed in OfficeConnect in real time.

21. SAMPLE OFFICECONNECT REPORTS
Banner Payment & All Funds, these are located in the box.

22. BUILDING AN OFFICECONNECT REPORT
Build a basic office connect report. Open up Office Connect and build a basic report, this should last about 15 minutes. Along with building the reports, I will explain certain functions that come with the office connect report.

23. Install Officeconnect
Link
Per User vs. Per Machine – check with your IT department for privileges and access level

24. OFFICECONNECT – PowerPoint & Word
Show basic level of Office Connect PowerPoint and Word.

25. QUESTIONS AND THANK YOU poag1md@email.Arizona.edu 520-626-3632
Recap