1. RAPS Budgeting User Forum October 19, 2012 REPORTING, ANALYSIS AND PLANNING SYSTEM 1

2. Agenda Welcome – Pam Fournie FY14 Deployment Schedule – Jean Shuler Compensation Budgeting Demo – Jean Shuler FY14 Reporting –Debbie Vasel Revenue & Expense Topics – Eva Ostrow FY14 Training – Eva Ostrow Wrap Up – Pam Fournie 2

3. FY14 Deployment Schedule 3 Danforth Schools Compensation Budgetingweek of December 10th Danforth Schools Revenue and Expense Budgeting week of December 17th CFU Budgetingweek of January 22nd

4. Compensation Budgeting Demo 4 The url to the RAPS website is as follows: http://raps.wustl.edu/http://raps.wustl.edu/ (Getting Started/RAPS Login Home Page_ The url to access the new system is as follows: https://repsvcs- prod.wustl.edu/ibmcognos/https://repsvcs- prod.wustl.edu/ibmcognos/ Use your wustl key to logon, from the Main Menu select Budgeting and Planning Menu. The url to access the old FY13 Budgeting models and reports use: https://rapsplan.wustl.edu/cognos8/

5. Compensation Budgeting Demo 5 New Jobs Sourcing Sourcing Approvals Open, Approve, Pending, Reject Sourcing Statuses Outside your department Sourcing Remainders Sourcing Redirects All Sourcing Lines Sourcing Detail Proposed versus Applied Fringes

6. What does it mean? PROPOSED VS. APPLIED ON REPORTS

7. Proposed Applied Proposed = Where you want to charge the sourcing. Applied = Where the sourcing is currently with regard to the sourcing approvals. Applied is the default in all financial reports REPORT SELECTION

8. EXTRACT FROM SOURCING TAB IN MODEL FOR DEPT 3046 In a Proposed version of a CB financial report for Dept 3046 Based on the information shown at right What data would you expect on your report? Why would you ever run a Proposed version of a financial report?

9. EXTRACT FROM SOURCING TAB IN MODEL FOR DEPT 3046 In a Proposed version of a CB financial report for Dept 3046 The data would be 3046-50088X $7,048 The data for 3170 would appear on a Proposed version financial report for 3170 Run a proposed version of a financial report to see who all wants to source to you.

10. EXTRACT FROM SOURCING TAB IN MODEL FOR DEPT 3046 In a Applied version of a CB financial report for Dept 3046 The data would be 3046-50088X $7,048 3046-91299 4,958

11. SOURCING STATUS In the case as shown to the right when all sourcing is system approved, running a CB report as PROPOSED or APPLIED will give you the same data. APPLIED should always be your final report

12. FY14 Reporting 12 IMPORTANT CHANGE NOTICE Report NameReport TypeNew Location * CB Salary and FTE Exception Report CB IntegrityHR Personnel Reports * CB HR Data Changes ReportCB Integrity HR Personnel Reports Reminder : Request HR Reporting Access Security Authorization Forms are on RAPS Home page http://RAPS.wustl.edu

13. FY14 Reporting 13 CB Reports Currently Available: Source Detail by Employee Source Detail by Dept Fund Source Detail by SubClass Source Detail by Appt Dept Salary Budgeting Worksheet Salary Change & Reason Analysis Report

14. Revenue & Expense Demonstration New and enhanced features will be demonstrated in the following FY14 models: Danforth General Operating Danforth Specific Purpose New features include Compensation Budgeting import button. There is now a Find function. Users can budget specific purpose funds at the fund level. Danforth users will have a Transfers template at the school level. Revenue & Expense Reports are coming soon. 14

15. FY14 Training Training for FY14 budgeting models. CFU department and Danforth school represenatives will be contacted by RAPS team members to discuss training needs. Manuals are available Compensation Budgeting Manual is available on the RAPS Home Page > http://raps.wustl.edu Revenue & Expense manual will be available next week. Classroom training includes: Overview of changes to models Users will log into models and ask questions related to user’s data Department training includes: Overview of changes to models RAPS team members will answer questions from users. One-on-one training can be scheduled in advance. Via Adobe Connect with a RAPS team member. On-site at the users desk. 15

16. Wrap Up  Next meeting January, 2013  Q & A 16