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Financial Desktop Initiative Extension Project

Financial Desktop Initiative Extension Project. March 2010. MyFinancial.Desktop. Existing MyFD Functionality. New Deliverables Planned. Project Extension Timeline. July-Dec 2009. Jan-June 2010. July-Dec 2010. Jan-June 2011. Enhancements: FTE Sub-Totals Direct/Indirect Sub-Totals

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Financial Desktop Initiative Extension Project

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  1. Financial Desktop InitiativeExtension Project March 2010

  2. MyFinancial.Desktop Existing MyFD Functionality New Deliverables Planned

  3. Project Extension Timeline July-Dec 2009 Jan-June 2010 July-Dec 2010 Jan-June 2011 • Enhancements: • FTE Sub-Totals • Direct/Indirect Sub-Totals • Expense Transfer Form: Copy Down • Others TBD

  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. Release #1: Budget Worksheet 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

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