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RAPS Budgeting User Forum October 18, 2012 REPORTING, ANALYSIS AND PLANNING SYSTEM. Welcome – Pam Fournie FY14 Deployment Schedule – Pam Fournie Compensation Budgeting Demo – Jean Shuler FY14 Reporting –Debbie Vasel Revenue & Expense Demo – Eva Ostrow FY14 Training – Eva Ostrow
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RAPS Budgeting User Forum October 18, 2012 REPORTING, ANALYSIS AND PLANNING SYSTEM
Welcome – Pam Fournie • FY14 Deployment Schedule – Pam Fournie • Compensation Budgeting Demo – Jean Shuler • FY14 Reporting –Debbie Vasel • Revenue & Expense Demo – Eva Ostrow • FY14 Training – Eva Ostrow • Wrap Up – Pam Fournie Agenda
Medical School Compensation Budgeting deployed • Medical School Revenue and Expense Budgeting coming soon FY14 Deployment Schedule
The url to the RAPS website is as follows: 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/ • 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/ Compensation Budgeting Demo
New Jobs • Sourcing • What’s required • Sourcing Approvals • Open, Approve, Pending, Reject • Sourcing Statuses • Outside your department • Sourcing Remainders • Sourcing Redirects • All Sourcing Lines • Sourcing Detail • Proposed versus Applied • Fringes Compensation Budgeting Demo
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 FY14 Reporting
Proposed vs. Applied on Reports What does it mean?
Applied Report Selection Proposed 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
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?
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.
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
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
New and enhanced features will be demonstrated in the following FY14 models: • Medical School General Operating • Medical School Specific Purpose • PRB • New features include • Compensation Budgeting import button. • There is now a Find function. • Users can budget specific purpose funds at the fund level. • Medical School users will have a Margins tab at the department level. • Revenue & Expense Reports are coming soon. Revenue & Expense Demonstration
Training for FY14 budgeting models. • Departments have been contacted about training needs and a variety of training sessions have been scheduled. Please call 935-3890 with your training needs. • Manuals 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. FY14 Training
Next meeting January, 2013 • RAPS Website & Tips of the Week • Q & A Wrap Up