1. PeopleSoft Financials A Whole New World Budgeting and NVision Reporting

2. Presenter Julie Hall, PeopleSoft Project Specialist X45560X45560 jmhall@towson.edujmhall@towson.edu

3. PeopleSoft Financials Website Online Tutorials Basic Navigation Chart of Accounts Printable training materials Recorded classroom sessions http://wwwnew.towson.edu/adminfinance/fiscalplanning/ psfinancials.asp

4. Budget Office Website Links to PeopleSoft Financials website Budget Transfer Information Parent/ Child Budgeting Information

5. PeopleSoft Chart of Accounts PeopleSoft Terminology PeopleSoft Field Length Department5 Account6 Fund4 Grant/Project7 Initiative5 Chartfield String Fund 5000 Department 52402 Grant 5030100

6. Budget Checking by Objects Object 1 Salaries and Wages Overtime Shift Differential Tuition Waivers Object 2 Contractual Employees Contractual Fringe Tuition Waivers PT Faculty and Lecturers Regular Student Help Graduate Assistants Object 3 Communications Objects 4 through 14 = your new Operating! Can Post your own transfers here!

7. Parent/Child Budgeting Where do I budget? Where does Budget Checking occur? Parent Level Communications Budget Expenses 603003 Postage Regular Bulk $15,000.00 $12,336.00 603009 Express Mail UPS $1,000.00 $500.00 603103 Line Charges $9,000.00 $5,224.00 $25,000.00$18060.00 $6,940.00 Child/ Account / Detail Parent NOTE: All transactions will be budget checked!!

8. What is Budgets Overview Allows you to view budget activity Can combine multiple Departments Can specify certain accounts Provides quick summary information

9. BUDGETS OVERVIEW ANY QUESTIONS?

10. PeopleSoft NVision Departmental Reporting Tool

11. Nvision Benefits/Features Users will run their own reports Users will run their own reports Users select the as of date to run Users select the as of date to run Run as an HTML or Excel file Run as an HTML or Excel file Drill down capability Drill down capability Available only on HTML fileAvailable only on HTML file After report is run you can: After report is run you can: Email as a link or an attachmentEmail as a link or an attachment Save to your PC/Network driveSave to your PC/Network drive

12. NVISION Reports Available P report P report Grant’s Profit and Loss Repor tGrant’s Profit and Loss Repor t F report F report Fund reportFund report

13. Identification Keys Report ID- Found in Report Book P + 7-digit grant # Ex: P5060110 F5060110 Report Name- Found in the Report Manager TU_GL200_5060110TU_GL100_5060110

14. Example P Report

15. TRIAL BALANCE SAMPLE

16. PS Financials Support Budget Transfers/Overview Questions UBO@towson.edu PS Financials transactions/Nvision PSFinancials@towson.edu Financial Services Help-line Still the same X45599 Call with AP, WF, Payroll, PS Financial journal entry, Online Requisition related questions

17. PeopleSoft Security Form Fill out form Obtain Supervisor Approval Return to Vera Swearingen, Financial Services Will be notified when security is set up.