1. March 2010

2. MyFinancial.Desktop Online Expense Transfers Budget Worksheet Online Reconciliation Online Transaction and Budget Summary Reports & Queries Existing MyFD Functionality New Deliverables Planned

3. Project Extension Timeline Jan-June 2011July-Dec 2010July-Dec 2009Jan-June 2010 Enhancements: FTE Sub-Totals Direct/Indirect Sub-Totals Expense Transfer Form: Copy Down Others TBD Requirements Gathering Release #1 Budget Worksheet Release #2 Transaction- level Reconciliation Release #3 Budget Sign-Off

4. Release #2: Transaction Reconciliation  Ability to conduct reconciliation activities online  Supporting policies & procedures  New MyFD transaction report WITH:  Ability to indicate reconciliation status of expense, revenue and budget revision transactions  Optional notes for posted transactions  Focus groups and feedback session are planned for April-May

5. Release #3: Budget Sign-off  Ability to indicate reconciliation status of the budget  Ability to approve or sign-off on a budget  Optional notes for a budget  Budget reconciliation dashboard report  Supporting policies & procedures

6. Release #1: Budget Worksheet  Budget planning tool  Each person can make their own budget worksheets  New MyFD report WITH:  Actual “to date” budget and posted transactions  Budget adjustments you enter  Transaction amounts you enter  See impact on budget balance

7. Release #1: Budget Worksheet

8. Status:  Alpha Testing Complete: February 2010  Beta Testing Underway: March-April 2010  Campus Rollout: April 2010 Communications and Learning Opportunities:  Watch for announcements in MyFD and FM newsletters (https://mailman2.u.washington.edu/mailman/listinfo/myfd_info)  e-learning will be available  Workshops will be available for in-person help

9. Questions? Get involved! We are always updating our list of volunteers to help test and participate in focus groups. Email: myfdhelp@uw.edu Project Contacts: Melissa Bravo, Project Manager: myoung99@uw.edu Matt Lambert, Business Analyst: mattlam@uw.edu Dawna Grand, Customer Support: dgrand@uw.edu